Structured Finance Client Specialist

Responsibilities

• Support end-to-end trial processes for prospective SFI clients, including setup, outreach, and conversion follow-up
• Assist with onboarding new clients to ensure smooth platform adoption and rapid time-to-value
• Collaborate with Account Managers and Solution Specialists to align trial strategy with commercial targets
• Help clients with data integration workflows, including connections to tools such as Intex, Moody's Structured Finance Portal, and Kanerai
• Assist in scoping and executing bespoke data projects requested by clients during and after trials
• Work cross-functionally with the Data & Workflow team to troubleshoot integration issues
• Monitor platform usage across the SFI client base and proactively engage low-engagement clients
• Conduct regular client check-ins to assess satisfaction and identify upsell or expansion opportunities
• Partner with CSMs to support key accounts
• Gather and communicate client feedback to Product and Research teams
• Document client use cases, workflow requirements, and feature requests to inform the SFI product roadmap
• Serve as a go-to resource for post-sale implementation questions and workflow optimization
• Help develop user guides and training materials tailored to CLO investor workflows
• Support renewals and expansions by demonstrating ongoing product value

Requirements

• 2–3 years of experience in structured finance, CLO analytics, or a related field at a service provider, ratings agency, or financial institution
• Familiarity with one or more CLO analytics platforms such as Intex, Moody's Structured Finance Portal, Kanerai, or equivalent
• Working knowledge of CLO structures, tranche mechanics, and cashflow waterfalls
• Strong communication skills with the ability to convey structured credit concepts clearly to both technical and non-technical audiences
• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field
• Must be based in New York City and able to work in-office a minimum of 3 days per week
• Exposure to a data or analytics vendor serving structured finance clients (e.g., Bloomberg, Trepp, Kanerai) a plus
• CFA candidacy or interest in pursuing the CFA designation a plus
• Proficiency in Excel; familiarity with Python or SQL a plus

Nice-to-Haves

• Exposure to a data or analytics vendor serving structured finance clients (e.g., Bloomberg, Trepp, Kanerai)
• CFA candidacy or interest in pursuing the CFA designation
• Familiarity with Python or SQL