CLO Compliance Services Analyst

S&P Global

Compliance Services Analyst ensuring accurate compliance services for capital management firm clients. Leading projects and managing client inquiries in a hybrid work environment from Dallas or Andover.

Posted 7/26/2026full-timeDallas • Massachusetts, Texas • 🇺🇸 United StatesJunior💰 $65,000 - $87,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in compliance services and financial analysis, with strong capabilities in data reconciliation and client management. Proficient in Microsoft Excel and database management, ensuring accurate and timely delivery of compliance services.

Highest-signal resume keywords

CLO Portfolio ManagementData AnalysisCompliance ServicesClient ManagementMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data ReconciliationFinancial AnalysisCompliance TestingOvercollateralization TestsCoverage RatiosComplex Data Analysis

Soft Skills

Attention to DetailProblem-SolvingWritten CommunicationVerbal Communication

Tools & Technologies

Database Management

Industry Keywords

Capital ManagementFinancial ServicesHybrid Work Schedule

About the role

Key responsibilities & impact

Generate and manage daily deliverables for capital management firm clients, ensuring accurate and timely delivery of compliance services
Perform routine reconciliation of key data points with trustees and generate compliance test results for comparison to monthly trustee reports, researching and resolving variances
Monitor cash collection, payment, and reserve accounts to ensure proper processing of all activities and transactions
Be the Subject Matter Expert on the team
Manage client inquiries regarding collateral attributes and transactions, facilitating workflow and timely resolution between internal groups
Partner directly with Service Delivery Managers and Account Specialists to drive client-focused solutions and enhance client satisfaction
Lead special projects that provide exposure to various aspects of the compliance services business and opportunities for professional development

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Business Administration, or related field from an accredited institution
Understanding of CLO portfolio management including overcollateralization tests, coverage ratios, and the impact of par value fluctuations on deal performance
1-3 years of experience in financial services, compliance, or analytical roles with demonstrated attention to detail
Strong proficiency in Microsoft Excel and database management, with ability to perform complex data analysis and reconciliation
Excellent written and verbal communication skills with ability to interact professionally with clients and internal stakeholders
Ability to work in a hybrid schedule 2 days a week in Dallas, TX or Andover, MA office
Strong analytical and problem-solving skills with ability to research and resolve complex data discrepancies

Benefits

Comp & perks

Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.