Senior Associate, Capital Solutions, CLO Surveillance
Core
Monitoring and management of US Broadly Syndicated Loan (BSL) CLO portfolios, supporting transaction surveillance, compliance testing, portfolio analytics, investor reporting, and strategic risk management.
Role type
Senior Associate, Capital Solutions (CLO Surveillance)
Builds
Surveillance reports, portfolio analytics, investor documentation, and compliance data for BSL CLOs
Domain
Financial Services / Structured Finance / CLO Market
Deliverable
dashboards & analysis
Required skills
Advanced Excel, data reconciliation, analytical skills, attention to detail, workflow management
Preferred skills
SQL, Python, dashboarding, data feeds, model QA, workflow automation, familiarity with securitized products/CLO market, asset management, investment operations, investor relations, leveraged loan, high yield credit
Technologies
Excel, SQL, Python
Responsibilities
Support recurring monitoring of CLO portfolios and warehouses; Generate portfolio analytics and summary information; Coordinate documentation and review processes for deal activities; Monitor and coordinate deal-related financing activity; Review and coordinate approval of cash-flow items; Prepare and validate materials for investor requests and board packages; Initiate and support projects for platform strengthening