CLO Deal Onboarding Analyst

Jobtailor; Ireland; On-site; EUR 55,000 - 75,000; Full time

Job summary

Jobtailor in Ireland seeks a detail-oriented professional to manage deal documentation and onboarding across multiple systems. You will coordinate the collection of tax documents and ensure deadlines are met in collaboration with CLO Relationship Managers.

Responsibilities include handling escalation for business line queries, tracking deal setup stages, and continuously seeking efficiencies to strengthen DOM processes while staying compliant with CAR, MiFID and related regulatory frameworks.

Qualifications

• Bachelor's degree in finance or equivalent work experience.
• Three to five years of experience in deal onboarding team.
• Good knowledge of trust and securities operational functions, systems, procedures, products and services.
• Good knowledge and understanding of legal, regulatory and accounting principles affecting Wealth Management & Securities Services business lines and clients.

Responsibilities

• Oversee client deal documentation, ensuring information from clients is received and documented correctly in a timely fashion.
• Onboard deals across systems, gathering of tax documentation and managing deadlines with CLO Relationship Managers.
• Act as escalation contact for business line queries and requests, managing tracking of new deal setup across stages.
• Continuously seek improvements, efficiencies and enhanced controls in DOM processes.
• Understand regulations related to processes, e.g. CAR, MiFID, and risks to avoid potential issues.

Skills

Deal onboarding

Regulatory knowledge

Attention to detail

Communication skills

Education

Bachelor's degree in finance

Job description

Responsibilities

• Deal Document Oversight – Ensuring information from clients relating to Deal documents are received and documented correctly in a timely fashion.
• Deal Onboarding – Set up of deals across various systems, gathering of tax documentation and managing deadlines with CLO Relationship Managers.
• Queries & Escalations – Acting as escalation contact for business line queries and requests, managing tracking of new deal set up across stages.
• Change Management – Continuous seeking for improvements, efficiencies and enhanced controls in DOM processes.
• Understanding regulations related to processes, e.g. CAR, Mifid, and risks to avoid potential issues.

Requirements

• Bachelor's degree in finance, or equivalent work experience.
• Three to five years of experience in deal onboarding team.
• Good knowledge of trust and securities operational functions, systems, procedures, products and services.
• Good knowledge and understanding of legal, regulatory and accounting principles affecting Wealth Management & Securities Services business lines and clients.