CLO Analyst

Aristotle Capital Management • Newport Beach, CA

5d • $85,000 - $110,000 • Hybrid

About The Position

The CLO Analyst will be a member of Aristotle’s CLO management and tranche investing teams. The role involves evaluating investment opportunities, assessing investment risks, developing investment recommendations, maintaining portfolio analytics and data, and monitoring performance and compliance. The analyst works across trading, portfolio management, research, operations, and client-service functions, applying analytical skills, sound judgment, and attention to detail, with familiarity in leveraged loans and CLO structures or other structured products.

The position monitors leveraged loan and CLO markets and evaluates portfolio and security-level performance, relative value, and risks. It also supports Trestles CLO compliance and portfolio monitoring, manages the ACLOX repo portfolio as responsibilities expand, maintains analytical and reporting infrastructure, and provides portfolio information and analysis to internal account teams and clients.

This is a hybrid position based in Newport Beach, California, requiring in-office attendance four days per week, Monday through Thursday. The compensation range is $85,000–$110,000 plus a discretionary bonus.

Requirements

• 1–3 years of relevant experience.
• Bachelor’s degree required.
• Currently pursuing or interested in obtaining the CFA designation.
• Genuine interest in credit markets, corporate finance, and investing.
• Strong attention to detail.
• Intellectual curiosity and willingness to learn.
• Sound judgment and a strong work ethic.
• Ability to synthesize complex financial information into concise, actionable insights.
• Ability to receive and incorporate feedback.
• Strong analytical skills and ability to collaborate across trading, portfolio management, research, operations, and client-service functions.
• Familiarity with leveraged loans and CLO structures or other structured products.

Responsibilities

• Monitor leveraged loan and CLO markets for investment opportunities, reviewing investment bank materials, market color, dealer offers, secondary-market opportunities, BWIC activity, primary-market transactions, and new issues.
• Evaluate portfolio and security-level performance, relative value, and investment risks to identify opportunities and develop investment recommendations.
• Analyze loan-market activity and trading opportunities and recommend potential transactions based on market conditions, relative value, and portfolio objectives.
• Aggregate, review, and organize sell-side research relevant to leveraged loans, CLO tranches, and Trestles portfolios.
• Analyze CLO portfolio performance trends, identify emerging risks and opportunities, and recommend portfolio adjustments when appropriate.
• Monitor Trestles CLO compliance tests and portfolio constraints, and recommend remedies where necessary.
• Manage the ACLOX repo portfolio, including evaluating and selecting investment opportunities, constructing the portfolio within established risk parameters, and executing trades as responsibilities expand.
• Conduct ongoing analysis of portfolio characteristics, concentration limits, collateral quality, and other CLO performance metrics.
• Maintain CLO cash schedules and note key focus areas.
• Develop and maintain analytical frameworks, portfolio data, and recurring reporting infrastructure.
• Develop and prepare quarterly portfolio analytics for quarterly review meetings and reporting packages.
• Identify and help resolve research-data discrepancies, unexpected analytical results, and reporting issues.
• Help maintain a centralized repository of relevant market and portfolio research.
• Liaise proactively with internal account teams regarding portfolio data, reporting, and information requests.
• Create responses to ad hoc client and account-team data requests.
• Identify research, market data, and thematic content that may support business-development initiatives.

Benefits

• Comprehensive health, dental, and vision insurance for the employee and dependents.
• 401(k) with employer matching.
• Paid time off, including an annual Employee Volunteer Day.
• Life, Critical Illness, Disability, and Accidental Injury Insurance.
• Employee Assistance Program.
• Inclusive and supportive workplace culture.
• Company events and employee discount programs.
• Discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level