Siepe · 16 hours ago
CLO Compliance Analyst
Houston, TX
Full-time
Hybrid
Mid Level
3+ years expSiepe is a fast-growing technology company headquartered in Dallas, TX, focused on helping investment managers turn complexity into clarity. The CLO Compliance Analyst will execute various operational objectives, working closely with product groups to model compliance tests, interpret legal documents, and create calculations for financial models.
Asset ManagementCloud ManagementCreditData ManagementFinancial ServicesIT Management
No H1B
Responsibilities
Model compliance tests as defined in legal documents onto in-house systems
Interpret legal documents including indentures and credit agreements
Create waterfall calculations as well as borrowing base calculations according to legal documents
Troubleshoot and resolve data and modeling differences
Create innovative solutions based upon understanding of clients’ need, market conditions and/or technical expertise
Qualification
Required
Knowledge of financial modeling
Intermediate knowledge of SQL and Excel
Strong analytical and problem-solving skills
Effective interpersonal, verbal and written communication skills
Ability to read and interpret complex legal documents in order to create calculations for financial models
Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future
Preferred
Bachelor's degree in business, finance or accounting is preferred
3+ years of relevant experience
Benefits
Competitive Compensation Packages, including Annual Performance-Based Bonuses
401(k) Retirement Plan with company match to support your long-term financial goals
Employee Referral Program – earn rewards for helping us grow our talented team
Comprehensive Health, Dental, Vision, and Life Insurance
Flexible plans tailored to support individuals and families
Annual investment in your Learning & Development goals
On-the-job exposure to innovative technologies and financial strategies
Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Flexible Time Off (FTO)
Flexibility to recharge and maintain work-life balance
Daily meal delivery allowance when working from the office
Monthly Celebrations and Quarterly Offsite Events
Annual Holiday Party to celebrate milestones and build team connection
A vibrant, inclusive office culture that blends fun with purpose
Company
Siepe
Siepe is a cloud-managed services and data analytics platform that specializes in portfolio and data management for asset managers.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$30MKey Investors
WestCap
2024-08-22Series B· $30M
2020-07-28Series A
Leadership Team
Michael Pusateri
CEO/Founder
Christopher Doty
CFO
Recent News
Alternative Credit Investor
2025-10-16
Alternative Credit Investor
2025-10-16
Seattle TechFlash
2025-07-02
Company data provided by crunchbase