Summary
Unique CLO Opportunity with world renowned fund!
Company Information:
Our client, one of the premier global investment firms, is rapidly growing their global credit platform and looking for a Senior Analyst to join the team. In this role, the candidate will focus on all activities across their global credit platform, including investment capture, investment funding, treasury management, portfolio compliance, and administrator oversight.
Job Description:
The Senior Analyst will be responsible for overseeing the compliance process across the firm’s CLO platform and work closely with fund management and investment professionals to support their industry leading CLO business.
Primary Responsibilities
• Actively monitor US Middle Market CLOs and Rated Note Fund Structure Compliance tests
• Review of quarterly investor reports and waterfalls
• Hypothetical Testing
• Review and interpret indentures
• Daily interaction with Portfolio Management, Trading, and Structuring teams
• Regular reporting for Portfolio Management purposes
• Oversight of vendor relationships, including fund administration and trustees
Requirements / Qualifications:
Professional Experience
• 2-6 years of experience in Financial Services with a focus on CLO Compliance
Competencies & Attributes
• Team player who fosters collaboration across teams to improve efficiency of the organization
• Strong work ethic, willingness to keep learning, honesty and integrity, as well as strong
interpersonal and communication skills.
• Detail oriented self-starter and intellectually curious
• Advanced Microsoft Office
