SR Talent Solution Inc. · 20 hours ago
Senior Associate, Client Operations & Reporting – Structured Debt / CLO
Houston, TX
Full-time
Onsite
Senior Level
5+ years expSR Talent Solution Inc. is seeking a Senior Associate in Client Operations & Reporting focused on Structured Debt and CLO. The role involves acting as a primary point of contact for clients, managing operational issues, and producing detailed client reports while leading process improvement initiatives.
Information Technology & Services
Hiring Manager
AMIT .
Responsibilities
Act as a primary point of contact for external clients, resolving complex day-to-day operational issues related to structured debt and CLO transactions
Support clients in addressing and resolving complex operational, reporting, and technical issues, ensuring timely and accurate execution of client requests
Coordinate across internal teams to route inquiries, manage escalations, and deliver effective solutions
Provide assigned clients with information related to products and services across multiple lines of business and geographies, leveraging a strong understanding of broader platform
Produce, review, and deliver monthly, quarterly, and ad hoc client and investor reports for CLO and structured debt transactions
Ensure accuracy and completeness of reporting outputs, including cash flows, distributions, positions, and performance-related data
Investigate and resolve reporting discrepancies, reconciliations, and data breaks in partnership with internal operations and technology teams
Support reporting enhancements, automation initiatives, and evolving client requirements
Lead and participate in internal initiatives designed to improve the client experience, reporting quality, and operational efficiency
Identify opportunities for process enhancements, control improvements, and scalability across client operations and reporting workflows
Serve as a subject matter resource to less experienced team members, providing guidance on CLO structures, reporting requirements, and operational best practices
Qualification
Required
Bachelor's degree or the equivalent combination of education and experience is required
Advanced problem-solving skills and judgment, with the ability to analyze complex information and deliver high-quality service to a specialized client base
Strong client service and communication skills, including experience interacting directly with external clients
No direct reports; provides guidance and support to less experienced team members
Preferred
5–7 years of total work experience preferred, with experience in structured debt, CLOs, or related credit products
Client Operations and/or Client Reporting experience within financial services strongly preferred
Corporate Trust experience strongly preferred
CLO/CDO experience strongly preferred
Experience with SOLVAS strongly preferred
Finance, accounting, compliance, reporting, and/or reconciliation background strongly preferred
Company
SR Talent Solution Inc.
We provide our valued clients with fast, cost-effective access to high-quality resources.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase