Structured Debt CLO & Loan Operations Professional
Apex Systems, Houston, TX, United States
Job Opportunities in Structured Debt CLO & Loan Operations
Our client is seeking professionals to join their Structured Debt CLO & Loan Operations team at multiple levels, including Senior Associate, Vice President, and Senior Vice President. This is an exciting opportunity to work in a dynamic environment focused on client service, operational excellence, and structured finance solutions.
Key Responsibilities
Deliver exceptional client service and operational support within financial services.
Manage and reconcile complex financial transactions with accuracy and compliance.
Collaborate with internal and external stakeholders to meet service obligations and drive results.
Analyze data and provide insights to improve processes and outcomes.
For senior roles: Lead teams, engage institutional clients, and contribute to strategic growth initiatives.
Core Qualifications (Across All Levels)
Bachelor's degree required; MBA preferred for senior roles.
Experience in client service and/or operations within financial services.
Knowledge of Structured Finance (CLO/CDO), Corporate Trust, and compliance/reporting.
Strong analytical and problem-solving skills.
Familiarity with reconciliation processes and financial systems (SOLVAS preferred).
Experience by Level
Senior Associate (35 years)
: Operational support, reconciliation, and client servicing.
Vice President (712 years)
: Advanced compliance/reporting, CLO/CDO expertise, and client engagement.
Senior Vice President (710 years + leadership)
: Strategic oversight, team management, institutional client engagement, and revenue growth.
Preferred Skills
Background in corporate trust and structured finance.
Strong communication and relationship management abilities.
Ability to work in a fast-paced, deadline-driven environment
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
Our client is seeking professionals to join their Structured Debt CLO & Loan Operations team at multiple levels, including Senior Associate, Vice President, and Senior Vice President. This is an exciting opportunity to work in a dynamic environment focused on client service, operational excellence, and structured finance solutions.
Key Responsibilities
Deliver exceptional client service and operational support within financial services.
Manage and reconcile complex financial transactions with accuracy and compliance.
Collaborate with internal and external stakeholders to meet service obligations and drive results.
Analyze data and provide insights to improve processes and outcomes.
For senior roles: Lead teams, engage institutional clients, and contribute to strategic growth initiatives.
Core Qualifications (Across All Levels)
Bachelor's degree required; MBA preferred for senior roles.
Experience in client service and/or operations within financial services.
Knowledge of Structured Finance (CLO/CDO), Corporate Trust, and compliance/reporting.
Strong analytical and problem-solving skills.
Familiarity with reconciliation processes and financial systems (SOLVAS preferred).
Experience by Level
Senior Associate (35 years)
: Operational support, reconciliation, and client servicing.
Vice President (712 years)
: Advanced compliance/reporting, CLO/CDO expertise, and client engagement.
Senior Vice President (710 years + leadership)
: Strategic oversight, team management, institutional client engagement, and revenue growth.
Preferred Skills
Background in corporate trust and structured finance.
Strong communication and relationship management abilities.
Ability to work in a fast-paced, deadline-driven environment
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.