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Clo Operations Jobs in Texas (NOW HIRING)

BNY

Senior Specialist, CLO Client Operations

Houston, TX · On-site

Senior Specialist, CLO Client Reporting At BNY, our culture allows us to run our company better and ... You will be a partner through analytics, operations, client service and other stakeholders * This ...

BNY

CLO Client Reporting Specialist

Houston, TX · On-site

You will be a partner through Analytics, Operations. Client Service and other stakeholders * This ... CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and ...

BNY

CLO Client Reporting Specialist

Houston, TX · On-site

You will be a partner through Analytics, Operations. Client Service and other stakeholders * This ... CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and ...

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Clo Operations information

What are the key skills and qualifications needed to thrive as a CLO Operations professional?

To excel in CLO Operations, you need expertise in loan administration, portfolio management, and a solid understanding of financial markets, often supported by a degree in finance or related fields. Familiarity with loan management systems, financial modeling tools, and regulatory compliance platforms is typically required. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for this role. These skills ensure accurate loan processing, risk management, and smooth coordination across teams in a highly regulated financial environment.

What are some common challenges faced by a CLO Operations professional, and how can they be effectively managed?

CLO Operations professionals often face challenges such as managing complex transaction settlements, ensuring timely and accurate reporting, and keeping up with regulatory changes. These roles require strong attention to detail, effective communication with portfolio managers and third-party vendors, and the ability to quickly resolve discrepancies. Building strong organizational systems and staying updated on industry best practices can help professionals handle these challenges efficiently and maintain smooth operations.

What is a CLO Operations?

CLO Operations refers to the processes and activities involved in managing Collateralized Loan Obligations (CLOs), which are complex financial securities backed by a pool of loans. Professionals in CLO Operations handle trade settlements, cash flow modeling, compliance monitoring, reporting, and communication with investors and trustees. Their primary goal is to ensure the accurate and efficient administration of CLO structures, adherence to regulatory requirements, and timely delivery of information to stakeholders. Effective CLO Operations are critical to maintaining the integrity and performance of these investment vehicles.

What is the difference between Clo Operations vs Clo Designers?

AspectClo OperationsClo Designers
Primary RoleManaging and overseeing the production, logistics, and supply chain of CLO (Collateralized Loan Obligations) assetsCreating and designing CLO structures, cash flow models, and deal documentation
Required CredentialsFinance certifications (e.g., CFA), experience in asset management or structured financeFinancial modeling skills, background in finance, economics, or related fields
Work EnvironmentFinancial institutions, asset management firms, investment banksFinancial institutions, consulting firms, or specialized CLO design teams

While CLO Operations focus on managing the day-to-day functions of CLO assets, CLO Designers are responsible for structuring and designing CLO deals. Both roles require strong financial knowledge, but their responsibilities differ significantly in scope and focus.

What are popular job titles related to Clo Operations jobs in Texas? For Clo Operations jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Clo Operations jobs in Texas look for? The top searched job categories for Clo Operations jobs in Texas are:
What cities in Texas are hiring for Clo Operations jobs? Cities in Texas with the most Clo Operations job openings:
Clo Operations jobs near you
Infographic showing various Clo Operations job openings in Texas as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Vice President, Client Operations - CLO Reporting

BNY Mellon

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

BNY Mellon rating

7.3

Company rating: 7.3 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description


We're seeking a future team member for the role of Vice President, Client Operations - CLO Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX.
Overview:
  • As part of BNY's Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors.
  • You will be a partner through Analytics, Operations. Client Service and other stakeholders
  • This role supports BNY's strategic pillars-Be More for our Clients, Run our Company Better, and Power our Culture-by ensuring transparent communication, operational excellence, and a collaborative mindset.

In this role, you'll make an impact in the following ways:
  • Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs.
  • Agree tests with client: Reporting analysts will liaise directly with clients to agree on the tests results. This includes discussions and agreement on inputs/parameters impacting tests.
  • Resolve basic modelling issues: Reporting team will also own fixing basic modeling issues highlighted during the reporting cycle. For significant model change, Analytics team will get involved.
  • Engage Position Services to resolve exceptional data issues identified: For more complex or unusual data problems, reporting team will collaborate with Position Services to get those sorted out efficiently.
  • Operates between Position Servicing and CSM: This team will act as the go-between for Position Servicing and the Client Service Manager, making sure communication flows smoothly and tasks are coordinated.
  • Analyze and incorporate Client/Auditor feedback on test results: Reporting team will be responsible to work on any client/auditor feedback related to models/ test results.

To be successful in this role, we're seeking the following:
  • Bachelor's degree in Business, Finance, or a related field.
    • Advanced degree or professional certification preferred.
  • 7-12 years of experience preferred.
  • Experience in quantitative finance and technology preferred.
  • Any experience in CLO, structured finance, or fixed-income reporting will be preferred.
  • Prior experience in Analytical role like Financial modeling, valuation models, Data Analytics.
  • Proficiency in VBA/SQL will be valuable.
  • No direct reports; provides guidance to more junior analysts and is primarily responsible for the accuracy and quality of own work and the work of assigned project team members.

About Us
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
About the Team
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here's a few of our recent awards:
  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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About BNY Mellon

Sourced by ZipRecruiter

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1784

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