[Remote] Compliance Modeling Analyst - CLO

Note: The job is a remote job and is open to candidates in USA. UMB Bank is a financial institution seeking a Compliance Modeling Analyst to join their CLO Compliance & Analytics Team. The role involves developing, reviewing, and stress testing compliance models for Collateralized Loan Obligations (CLOs) to ensure quality standards are met, while collaborating with various stakeholders and maintaining operational efficiency.ResponsibilitiesJoin our UMB CLO Compliance & Analytics Team, where we handle critical financial modeling, reviewing, and stress testing of compliance models for Collateralized Loan Obligations (CLOs) and related transactionsAs a Compliance Modeling Analyst, you’ll ensure our models are meticulously developed, reviewed, and tested in alignment with transaction documentations to maintain top-tier quality standardsYou will work closely with the VP of Analytics & Strategic InitiativesWhile an in-person position at UMB’s Orange County, CA office is strongly preferred, the role is open to remote applicants with the expectation of periodic travelModel Development & Review: Develop and review financial models for CLO’s and related transactions, interpreting transaction requirements, including, but not limited to: Rating Derivations, Recovery Rates, Concentration Limitations, Collateral Quality, Overcollateralization Tests, Interest Coverage Tests and Waterfall (Priority of Payments)Configuration & Testing: Configure models based on documentation specifications, rigorously stress test them, and address feedback to align with team standardsWorkflow & Automation: Maintain automated processes that streamline functionality, enhancing operational efficiency and performanceStakeholder Collaboration: Partner with the Relationship Managers to ensure the modeling & resulting data match client expectationsProject Reporting: Build templates that generate the monthly compliance and quarterly waterfall reports based on transaction modelingDeal Maintenance: Provide continuous maintenance and support of both deal modeling and reporting for the full transaction lifecycleCommunication: Identify and communicate any potential gaps with current system and processes and develop requirements for modeling updatesAd-Hoc Reporting: Support CLO Operations by providing as needed reporting in support of CLO Business Solutions and Fund AccountingSkillsStrong understanding of Collateralized Loan Obligations (CLOs), legal documentation, data structures, waterfall mechanics and deal cash flow modelsAbility to navigate complex datasets and make informed decisions using critical thinkingExceptional verbal and written communication, with a client-oriented approachBachelors degree in Accounting, Finance, Mathematics or a related discipline3+ years in CLO, CDO, or other structured finance transaction experienceExperience with Solvas Compliance & Priority of Payments (PoP)Experience with SSRS and PowerBi ReportingProven skills with: SQL/ Python/Visual BasicRelevant professional certificationsBenefitsPaid Time OffA 401(k) matching programAnnual incentive payPaid holidaysA comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverageHealth savings, flexible spending, and dependent care accountsAdoption assistanceAn employee assistance programFitness reimbursementTuition reimbursementAn associate wellbeing programAn associate emergency fundVarious associate banking benefitsCompany OverviewUMB Financial Corporation is a commercial bank that offers various financial services. It was founded in 1913, and is headquartered in Kansas City, Missouri, USA, with a workforce of 1001-5000 employees. Its website is https://www.umb.com/.Company H1B SponsorshipUMB Bank has a track record of offering H1B sponsorships, with 4 in 2026, 15 in 2025, 20 in 2024, 14 in 2023, 33 in 2022, 11 in 2021, 18 in 2020. Please note that this does not guarantee sponsorship for this specific role.