Compliance Modeling Analyst – CLO

UMB Bank

Compliance Modeling Analyst developing, reviewing financial models for CLOs, ensuring quality and compliance standards. Collaborating with stakeholders and maintaining reporting for transaction lifecycle.

Posted 5/28/2026full-timeRemote • Missouri, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $83,810 - $131,550 per yearWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Develop and review financial models for CLO’s and related transactions
Configure models based on documentation specifications
Maintain automated processes that streamline functionality
Partner with the Relationship Managers to ensure the modeling & resulting data match client expectations
Build templates that generate the monthly compliance and quarterly waterfall reports
Provide continuous maintenance and support of both deal modeling and reporting
Identify and communicate any potential gaps with current systems and processes

Requirements

What you’ll need

Bachelors degree in Accounting, Finance, Mathematics or a related discipline
3+ years in CLO, CDO, or other structured finance transaction experience
Strong understanding of Collateralized Loan Obligations (CLOs), legal documentation, data structures, waterfall mechanics and deal cash flow models
Ability to navigate complex datasets and make informed decisions using critical thinking
Exceptional verbal and written communication, with a client-oriented approach
Experience with Solvas Compliance & Priority of Payments (PoP)
Experience with SSRS and PowerBi Reporting
Proven skills with: SQL/ Python/Visual Basic

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingdata structureswaterfall mechanicsdeal cash flow modelsSQLPythonVisual Basicreporting

Soft Skills

critical thinkingverbal communicationwritten communicationclient-oriented approach

Certifications

Bachelor's degree in AccountingBachelor's degree in FinanceBachelor's degree in Mathematics