Hybrid Business Solutions Analyst - CLO en UMB

Duties & Responsibilities

We are seeking a highly motivated and detail-oriented Business Solutions Analyst to join our dynamic CLO Business Solutions team. The ideal candidate will have a strong background in planning, business analytics, workflow design, system integrations, and documentation, with proven experience in financial systems and the loan markets. This role will be instrumental in bridging the gap between business needs and technical solutions, ensuring the delivery of a high-quality client experience.

Design and implement highly efficient and customized workflows for new clients and product offerings, as well as internal partners

• Gather internal team and external client requirements, document, and plan implementations
• Work directly with our internal project managers and technology partners to implement large-scale technical solutions
• Build line-of-business managed technical solutions using line-of-business tools
• Partner with Operations, Relationship Management, and Analytics teams to enhance client solutions
• Mitigate risks in operational workflows by redesigning or automating steps as necessary
• Build data reconciliation models and data flows using available line-of-business tools
• Work with clients and vendors to setup sFTP, ShareFile, automated data feeds, etc.
• Manage all projects and deliverables in SharePoint, JIRA, OneNote, etc.
• Build PowerBI reports for both external clients and internal teams
• Build tools to ensure data integrity in our primary platform, Solvas
• Educate business teams on client workflows, and products and services
• Other duties as assigned

Knowledge & Skills

MINIMUM:

• Deep understanding of corporate bank loans
• Experience working with various structures of bank debt including CLOs, Interval funds, ABLs, Private debt, CFOs, Rated Debt Feeders
• Deep understanding of full trade cycle including settlements, closings, loan administration, loan agency
• Demonstrates strong client relationship management skills
• Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows, and processing
• Demonstrates exceptional written and verbal communication skills with attention to detail
• Demonstrates strong operational knowledge of Corporate Trust processes and procedures

PREFERRED:

• Advanced MS Excel / Power Query
• Python for automation and data analysis
• SQL (MSSQL, Oracle, SQLite, Access)
• PowerBI
• JIRA, Confluence, Miro, and Figma
• Snowflake
• Familiarity with loan market systems such as ClearPar and Markit
• APIs

Requirements

MINIMUM:

• Bachelor's degree in Business Administration, Business Analytics, Information Systems, or a related field.
• 3 or more years financial industry technical projects or relevant experience

PREFERRED:

• Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC)

Work Environment

Typical Office environment

Supervision/Management:  No direct management accountabilities

Compensation Range:

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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