At a Glance
- Tasks: Engage with clients and manage transaction deliverables in a fast-paced environment.
- Company: Join U.S. Bank, a leading provider of corporate trust services globally.
- Benefits: Competitive salary, performance incentives, and inclusive benefits focused on wellbeing.
- Other info: Dynamic role with opportunities for continuous development and career progression.
- Why this job: Make an impact in the CLO business while developing valuable analytical skills.
- Qualifications: Bachelor’s degree in finance or related field; 2-3 years relevant experience preferred.
The predicted salary is between 30000 - 40000 £ per year.
U.S. Bank Global Corporate Trust Services is one of the largest providers of corporate trust services in the world. Our clients look to us for trustee, agency, escrow, document custody and money market issuing services via our 48 domestic offices and three international offices. We are currently hiring into our market leading CLO business and into the CLO Analytics team. The team is one of the most client facing teams in the business and the CLO Analyst role is dynamic, fast paced and offers a good mix of analytical and calculation-based activities in addition to engaging with our clients, dealing with investor queries, rating agencies and numerous internal teams to ensure the highest client service levels are delivered.
Key Responsibilities
- Develop value-added partnerships with Relationship Management and Deal Administration to assist in client deliverables and define processes and techniques to improve efficiency and delivery.
- Manage ongoing transaction deliverables, including waterfalls, investor reports, and hypothetical test trades.
- Calculate various portfolio statistics, ratios, and thresholds for use in hypothetical trading scenarios and periodic reporting.
- Read and interpret trust indentures regarding reporting requirements and create technical report specifications from indenture language.
- Set up payment calculations in a variety of in-house systems.
- Receive, map, and reconcile periodic collateral data.
- Liaise with business partners (Technology, Legal, Compliance, Trustee, Relationship Management, Deal Administration, and Sales) to ensure the highest client service levels in compliance with US Bank standards.
- Provide innovative client solutions.
- Use SQL and other software to manipulate the considerable amount of collateral-related information maintained in the US Bank database.
Qualifications
- Education: Bachelor’s degree in business, finance, economics, accounting, or a related field, or the equivalent work experience.
- Work Experience: 2‑3 years of relevant experience, preferably with exposure to or understanding of CLOs / Syndicated bank loans / Fixed income securities / Securitisation / Debt capital markets.
- Technical Skills: Strong problem-solving abilities. Experience with financial models and advanced Excel skills (advantageous). Ability to identify and resolve exceptions and interpret data accurately.
Competencies
- Ability to manage multiple tasks and meet deadlines in a dynamic environment with minimal supervision.
- Market awareness and strategic thinking.
- Effective interpersonal, verbal, and written communication skills.
- Client‑centric approach with strong partnership‑building skills (internal and external).
- Documentation review skills.
- Complex analytical transaction skills.
Location
This role requires working from a U.S. Bank location three (3) or more days per week. London City Based Office (Old Broad Street).
Benefits
- Clearly defined salary ranges aligned with industry benchmarks and internal equity standards.
- Performance-based incentives for eligible employees (as defined by relevant plan rules), awarded through transparent, objective criteria that recognize both individual and company performance.
- Inclusive equitable benefits that are accessible to all employees and focused around our 3 main pillars of financial wellbeing, health & wellness.
- Continuous development opportunities including training, education support, and career progression pathways based on inclusive and transparent criteria.
- Employee recognition programs that celebrate achievements and milestones for all.
CLO Analyst in City of Westminster employer: U.S. Bank
U.S. Bank Global Corporate Trust Services is an exceptional employer, offering a dynamic and fast-paced environment for CLO Analysts in the heart of London. With a strong focus on employee growth, we provide continuous development opportunities, performance-based incentives, and a culture that celebrates achievements, ensuring that our team members thrive both personally and professionally. Our commitment to inclusivity and well-being, combined with the chance to engage directly with clients and industry leaders, makes this an ideal workplace for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land CLO Analyst in City of Westminster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like U.S. Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CLO Analyst in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to U.S. Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on U.S. Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at U.S. Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with U.S. Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at U.S. Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former U.S. Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
