Client Service Analyst Structured Finance

Client Service Analyst Structured Finance 2321

Work Arrangement: Onsite (3 days/week required)
Location: Baltimore, MD (preferred)
Alternate Locations: Wilmington, DE Chicago, IL Minneapolis, MN
Duration: Approx. 6-month contract (40 hours/week; 952 total hours) extensions and conversion possible based on business need
Engagement Type: W-2 only. No sponsorships, Corp-to-Corp, or 1099 arrangements permitted.

Overview:

The Client Service Analyst supports the Corporate Trust Structured Finance (ABS/MBS) business, working directly with institutional clients on the administration of securitized transactions. This role combines client servicing, financial operations, analytical support, and transaction management, with multiple deliverables and monthly payment cycles.

The position is fast-paced and deadline-driven ideal for a candidate with strong Excel skills, analytical thinking, and client-facing experience in a financial services environment. The Analyst will onboard new clients, execute payment cycles, and ensure the accurate and timely distribution of funds to investors.

Key Responsibilities:

• Serve as primary point of contact for assigned clients regarding the daily administration of structured finance transactions.
• Process transactional activity from onboarding through monthly reporting, including setting authorized contact profiles, cash movements, and payment distributions.
• Support multiple clients simultaneously, meeting time-sensitive payment deadlines (notably around the 15th, 20th, and 25th of each month).
• Prepare spreadsheets, reconcile figures, and validate investor payout calculations using Excel formulas and VLOOKUPs (mandatory skill).
• Develop and maintain client relationships; resolve inquiries and support execution of client strategies.
• Partner with internal teams operations, technology, account reps, and control functions to ensure data and documentation accuracy.
• Maintain strong adherence to risk controls, internal policies, and audit/regulatory obligations.
• Foster a collaborative team environment by supporting peers during peak cycles and high-volume periods.

Required Qualifications:

• Strong Excel proficiency, including formulas and VLOOKUPs.
• Experience in client-facing financial operations, supporting multiple accounts simultaneously in a fast-paced environment.
• Excellent analytical, communication, and problem-solving skills.
• Ability to manage deadlines and prioritize tasks across multiple monthly reporting cycles.

Preferred Qualifications:

• Experience supporting Structured Finance, ABS/MBS, securitizations, commercial loan operations, or similar products.
• Prior banking or financial services experience.
• Knowledge of investor reporting, payments, or capital markets operations.

Analytical Thinking Capital Operations Profiles Calculations Financial Services Spreadsheets Onboarding Deliverables Banking Excel Cash Payments Administration Documentation Finance Business Communication Management