State Street · 1 day ago
Collateralized Loan Obligation (CLO) Analyst, Officer
Quincy, MA
Full-time
Onsite
Mid Level
$60K/yr - $101K/yrState Street is a global financial services provider that supports institutional investors in managing risk and driving performance. The CLO Analyst will manage client relationships, oversee onboarding of new deals, and collaborate with internal teams to ensure effective service delivery.
BankingFinanceFinancial Services
Responsibilities
Manage client relationships and generate new business leads
Onboard new deals according to company and group procedures
Train staff on deal mechanics and service requirements
Manage client deliverables including oversight of:
Hypothetical trade tests
Monthly and quarterly reporting
Payment date calculations and distributions
Manage and collaborate with internal groups at State Street
Lead new initiatives and special projects
Qualification
Required
Strong intrapersonal and communication skills
Understanding of structured finance transactions
Strong client focus
Ability to perform well under pressure
Ability to successfully manage multiple assignments at one time
Managing client relationships
Overseeing staff and deliverables
Managing and manipulating large amounts of data
Creating Excel-based models to measure various tests and parameters outlined in legal documents, preferable related to CLOs/Bank Loans
Interpreting and comprehending legal documentation such as Indentures, Credit Agreements and Offering Memorandums
Working with credit instruments (senior secured loans and high yield bonds)
A strong work ethic and a positive attitude
Excellent time management skills and ability to prioritize deadline-driven workflow
Ability to work well within a team and operate independently on short- and long-term goals
Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions
Excellent intrapersonal & communication skills – via phone and email
Passion for improving systems and processes
Preferred
Systems experience: Wall Street Office, MS Excel, MS Outlook, CDO Suite, LoanOps Portal, My State Street, Bloomberg, LS Fax, Collaborate
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks that keep you connected to what matters most
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
Founded in 1792
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
Andrew Zitney
Executive Vice President, Chief Technology Officer
Recent News
2025-12-30
2025-12-30
Company data provided by crunchbase