CLO Analyst
About The Position
This role involves assisting current Portfolio Managers with the day-to-day management of the CLO portfolio, including CLO ETFs and their redeem/create cashflows. The analyst will also be involved in CLO manager due diligence, write-ups, surveillance, monitoring, and risk assessment. A key part of the role is assisting in the surveillance of the current CLO portfolio, focusing on risk assessments, CLO manager performance, optimization of risk/reward, relative value opportunities, and effective communication with Portfolio Managers. The position also requires assisting in the development and improvement of a CLO risk/OAS model, with a focus on down-the-capital-stack investing, and contributing to the development and build-out of an internal CLO platform. Other duties as assigned will also be part of the role.
Requirements
- Bachelor’s degree required in a relevant subject e.g. finance, economics, data science, technology, engineering or mathematics, or equivalent
- Previous experience in a similar role
- World class proficiency in the Global CLO market (both U.S. and Euro) with a focus on CLO market expertise, CLO manager knowledge, model building, risk pricing and driving consistent alpha in the CLO market
- Ability to manage CLOs in a total rate of return environment, including investments down the capital stack
- Ability to build a business around a high yielding, high risk-adjusted return CLO product, investing principally down the capital stack, including CLO equity
- Ability to assist in building an internal CLO platform including team selection, risk and arbitrage model build out, interfacing with the Street, leveraged loan market expertise, extensive comprehension of document language, investor marketing, and an acute focus on ability to equity raise
- Strong modeling skills. Proficient in building and maintaining financial models to forecast future revenue, earnings, and cash flows
- Quant, programming skills, AI agent skills and statistics knowledge
- Ability to multi-task, organize and assimilate large amounts of information quickly
- Ability to work and make decisions independently, as well as function effectively within a team
Nice To Haves
- Post-graduate degree such as MBA and/or CFA helpful
- Strong interpersonal skills with the ability to build relationships internally and externally
- Strong creativity, initiative and drive
- Entrepreneurial spirit
Responsibilities
- Assist current Portfolio Managers with the day-to-day management of the CLO portfolio including CLO ETFs and their redeem / create cashflows
- Assist with CLO manager due diligence, write-ups, surveillance, monitoring and risk assessment
- Assist in the surveillance of the current CLO portfolio including risk assessments, CLO manager performance, opportunity for risk/reward optimization, relative value opportunities and effective summary and communication with current PMs
- Assist in the continued development and improvement of a CLO risk /OAS model, focusing on down the capital stack investing
- Assist in the development and build-out of an internal CLO platform
- Carry out other duties as assigned
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to Wellhub
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
- Annual Bonus Opportunity
- competitive compensation
- pension/retirement plans
- various health, wellbeing and lifestyle benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
