Compliance Modeling Analyst – CLO

🕒 May 28

🚗 Michigan, Texas – Remote

🚗 Michigan – Remote 🤠 Texas – Remote

💵 $83.8k - $131.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚔 Compliance

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UMB Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1913

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

UMB Bank is a financial services company that provides a variety of banking solutions for personal, business, and institutional clients. They offer personal banking products such as checking accounts, savings accounts, credit cards, loans, and wealth management services. For businesses, UMB Bank provides cash flow management, lending, credit cards, capital finance, and employee benefit solutions. The company also delivers institutional solutions, including capital markets, fund services, and institutional and fintech banking. UMB Bank focuses on delivering tailored banking services with expertise across various sectors, leveraging their understanding of the financial industry's complexities.

📋 Description

• Develop and review financial models for CLO’s and related transactions • Configure models based on documentation specifications • Maintain automated processes that streamline functionality • Partner with the Relationship Managers to ensure the modeling & resulting data match client expectations • Build templates that generate the monthly compliance and quarterly waterfall reports • Provide continuous maintenance and support of both deal modeling and reporting • Identify and communicate any potential gaps with current systems and processes

🎯 Requirements

• Bachelors degree in Accounting, Finance, Mathematics or a related discipline • 3+ years in CLO, CDO, or other structured finance transaction experience • Strong understanding of Collateralized Loan Obligations (CLOs), legal documentation, data structures, waterfall mechanics and deal cash flow models • Ability to navigate complex datasets and make informed decisions using critical thinking • Exceptional verbal and written communication, with a client-oriented approach • Experience with Solvas Compliance & Priority of Payments (PoP) • Experience with SSRS and PowerBi Reporting • Proven skills with: SQL/ Python/Visual Basic

🏖️ Benefits

• Paid Time Off • 401(k) matching program • Annual incentive pay • Paid holidays • Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage • Health savings, flexible spending, and dependent care accounts • Adoption assistance • Employee assistance program • Fitness reimbursement • Tuition reimbursement • Associate wellbeing program • Associate emergency fund • Various associate banking benefits