WSO Compliance Business Analyst WSO Compliance Business Analyst …

IHS Markit
à Dallas, TX, États-Unis
CDI, Plein-temps
Dernière candidature, 18 juil. 19
IHS Markit
à Dallas, TX, États-Unis
CDI, Plein-temps
Dernière candidature, 18 juil. 19
WSO Compliance Business Analyst
Department Overview:
WSO Compliance provides reporting solutions for fund managers to efficiently monitor CLO performance per the covenants provided in the deal terms. Each Compliance module is built to the specific reporting needs of the individual structure, as defined by the Indenture or other governing documents. Business Analysts provide analysis and development of the structure while working with the client to accurately model each report. The Compliance team offers maintenance and support of each model and assists the client with training, trustee reconciliations and custom report development.

Position Summary:
Candidate will develop and maintain financial reporting models, provide project management and detailed analysis in support of these customized software applications. The Business Analyst will independently manage a client base consisting of Wall Street financial institutions and other high-profile clients in the securitized loan market.

Duties & Accountabilities:
  • Interpret legal documentation and translate the language into reports and calculations applied to financial reporting models.
  • Utilize proprietary report-building interface to configure models per client specific environment and structure terms
  • Manage a client base: Understand each client's unique reporting needs and processes; partner with them to grow the relationship.
  • Ability to mine data quickly to proof complex calculations.
  • Project management skills: Scope project requirements, appropriately manage client expectations, collaborate with other team members to ensure quick turnaround and accurate deliverables
  • Support and train end users on WSO Compliance software conveying in-depth understanding of the client's financial reporting models

Education & Experience:
  • BA or BS minimum, preference for Finance/Accounting;
  • Advanced Degree or Business certifications (MBA, CFA, CPA, etc.) preferred, but not required
  • Minor in technology field or experience in software development, testing, and/or implementation
  • 3+ years in accounting or finance (financial/investment industry a plus)
  • MS Excel (Financial Modeling), Access or other Database exposure, Word
  • Ability to write SQL preferred, but not required

Personal Competencies:
  • Strong organizational skills, detail oriented, analytical mind and strong work ethic
  • Excellent written and verbal communication. Position requires regular client interaction with external portfolio managers, financial analysts and Wall Street brokers.
  • Strong work ethic and ability to work well within a team environment.


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We are unable to accept resumes or provide information about application status through the phone number or email address above. Resumes are only accepted through the online application process and only qualified candidates will receive consideration and follow-up.

IHS Markit is proud to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by law. We maintain a drug-free workplace and perform pre-employment drug testing. As a federal contractor in the United States, IHS Markit is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information regarding legal rights and protections in the United States, please click on the following links:

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