Team Lead - CDO/CLO Compliance

Linedata; Maharashtra; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Linedata is seeking an experienced CLO operations professional to lead daily bank loan/CLO operations in Mumbai. You will drive SLAs, reconciliations, client queries, and team performance with a focus on quality and control.

Ideal candidates have 6–8+ years in CLO operations, deep knowledge of syndicated loans, CLO structures, and advanced Excel. You’ll collaborate with clients and internal stakeholders to optimize processes and deliver reliable service.

Qualifications

• MBA (Finance)/B.COM/CFA with 6–8+ years of experience in Bank Loan/CLO Operations.
• Strong knowledge of syndicated loan lifecycle and CLO operations.
• Basic understanding of CLO structures, Warehouse, and CLO Lifecycle.
• Familiarity with CLO Compliance, Collateral & Coverage Tests, and Trustee reporting is preferred.
• Hands-on experience with WSO, Markit, ClearPar, GENEVA and advanced MS Excel.
• Strong leadership, stakeholder management, and communication skills.
• Ability to manage teams, client relationships, and operational escalations.

Responsibilities

• Manage daily CLO operations while ensuring SLA and quality compliance.
• Oversee reconciliations, settlements, cash movements, and loan lifecycle events.
• Review and resolve operational escalations and client queries.
• Coordinate with clients, custodians, agents, and internal stakeholders.
• Monitor team productivity, quality, and MIS reporting.
• Drive process improvements, automation initiatives, and team development.
• Conduct training, coaching, and performance reviews for team members.

Skills

Syndicated loan lifecycle

CLO operations

CLO structures

Warehouse

CLO Lifecycle

CLO Compliance

Collateral & Coverage Tests

Trustee reporting

WSO

Markit

ClearPar

GENEVA

MS Excel

Leadership

Stakeholder management

Communication skills

Team management

Client relationships

Operational escalations

Education

MBA (Finance)/B.COM/CFA

Tools

MS Excel

WSO

Markit

ClearPar

GENEVA

Job description

About Us

WHY LINEDATA ? Join us in shaping the fintech of tomorrow. With more than 1,350 colleagues across 20 locations worldwide, you’ll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers. Whether you’re just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.

Skills Required

• MBA (Finance)/B.COM/CFA with 6–8+ years of experience in Bank Loan/CLO Operations.
• Strong knowledge of syndicated loan lifecycle and CLO operations.
• Basic understanding of CLO structures, Warehouse , and CLO Lifecycle.
• Familiarity with CLO Compliance, Collateral & Coverage Tests, and Trustee reporting is preferred.
• Hands-on experience with WSO, Markit, ClearPar, GENEVA and advanced MS Excel.
• Strong leadership, stakeholder management, and communication skills.
• Ability to manage teams, client relationships, and operational escalations.

Responsibilities

The role will involve the following critical activities:

• Manage daily CLO operations while ensuring SLA and quality compliance.
• Oversee reconciliations, settlements, cash movements, and loan lifecycle events.
• Review and resolve operational escalations and client queries.
• Coordinate with clients, custodians, agents, and internal stakeholders.
• Monitor team productivity, quality, and MIS reporting.
• Drive process improvements, automation initiatives, and team development.
• Conduct training, coaching, and performance reviews for team members.