Client Services Analyst III

Western Alliance Bancorp
Maryland, Boston, Houston
Workplace: RemoteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: high_schoolSkills: ["Communication","Detail-oriented"]

Manage a portfolio of corporate trust clients overseeing CLOs and leverage finance facilities. You’ll handle day-to-day reporting and operations, including creating report specifications from indenture language, setting up payment calculations, reconciling collateral data, and producing monthly, quarterly, and annual payment and tax reports. Perform quality control and portfolio compliance testing on structured fixed income deals, and coordinate with internal operations while interacting with asset managers, investors, auditors, and rating agencies.

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Western Alliance Bancorp
Western Alliance Bancorp
5 days ago

Client Services Analyst III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Manage a portfolio of corporate trust clients overseeing CLOs and leverage finance facilities. You’ll handle day-to-day reporting and operations, including creating report specifications from indenture language, setting up payment calculations, reconciling collateral data, and producing monthly, quarterly, and annual payment and tax reports. Perform quality control and portfolio compliance testing on structured fixed income deals, and coordinate with internal operations while interacting with asset managers, investors, auditors, and rating agencies.
Location: Maryland, Boston, Houston
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Create technical report specifications from indenture language and set up payment calculations in in-house systems.
  • •Receive, map, and reconcile periodic collateral data.
  • •Compile monthly, quarterly, and annual payment and tax reports.
  • •Perform quality control review of reports for timeliness and accuracy and conduct portfolio compliance tests (trade testing).
  • •Coordinate with operations teams to ensure correct payments, and participate in new client proposals and business-related projects.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDental401kTuition AssistanceEquityVolunteer ProgramWellness Stipend

Key Requirements

  • •5+ years of related experience or similar field.
  • •High school diploma required; Bachelor’s degree in a related field preferred.
  • •Intermediate to advanced knowledge of general banking operations (deposit operations, loan administration, treasury management, or other commercial banking products).
  • •Intermediate to advanced knowledge of regulatory and legal compliance obligations, rules, and industry standards.
  • •Intermediate speaking and writing communication skills.
Experience:5+ yearsFinancial servicesStructured fixed incomeCLOs
Education:High School
Skills:CommunicationDetail-oriented
Tech Stack:TranStar

Company Brief

Western Alliance Bancorp
Bank holding company that provides commercial banking, mortgage banking, treasury management, and specialized financial services through its Western Alliance Bank subsidiaries. Serves businesses, real estate clients, and consumers across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Phoenix, United States
Founded: 1994
WebsiteLinkedIn