Collateralized Loan Obligation (CLO), Senior Associate
Core
Manage day-to-day activities for a set of investment vehicles, including onboarding new deals, running hypothetical trades, and preparing quarterly waterfall disbursements.
Role type
Senior Associate, Structured Finance (CLO)
Builds
CLO investment vehicles and related servicing workflows
Domain
Financial Services / Structured Finance
Required skills
Structured Finance Transactions, Excel modeling, legal documentation interpretation, credit instruments analysis, client relationship management, data manipulation
Preferred skills
CLO/Bank Loans specific models, Indenture and Offering Memorandum interpretation, Wall Street Office, Solvas, LoanOps Portal, Bloomberg
Responsibilities
Liaise with Collateral Managers to generate business leads, Assist in onboarding new deal closings, Review analyst workflow, Train staff on servicing techniques, Execute Excel/Solvas models for CLO tests, Prepare quarterly waterfall disbursements, Run hypothetical trades per client instruction
Seniority
Mid-level, hands-on IC
