CLO Analyst

Aristotle Capital Management, LLC; Newport Beach (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer matching

Paid time off

Life, Disability insurance

Employee Assistance Program

Inclusive workplace culture

Company events

Job summary

Aristotle Capital Management, LLC is seeking a CLO Analyst to join the CLO management and tranche investing teams in Newport Beach. You will independently evaluate investment opportunities, monitor leveraged loan and CLO markets, and develop actionable investment recommendations while maintaining portfolio analytics and ensuring compliance across functions.

The role requires 1-3 years of relevant experience, a Bachelor's degree, and an interest in CFA designation pursuit.

Qualifications

• 1-3 years 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.

Responsibilities

• Independently monitor the leveraged loan and CLO markets for investment opportunities, including reviewing investment bank materials and market color for opportunities and risks.
• Monitor dealer offers and secondary-market opportunities.
• Review BWIC activity.
• Track primary-market transactions and new issues for investment opportunities.
• Independently evaluate portfolio and security-level performance, relative value, and investment risks to identify opportunities and develop investment recommendations.
• Analyze and evaluate loan market activity and trading opportunities, making recommendations on 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 and interpret CLO portfolio performance trends, identify emerging risks and opportunities, and recommend portfolio adjustments when appropriate.
• Monitor Trestles CLO compliance tests and portfolio constraints; 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.
• Develop and prepare quarterly portfolio analytics for quarterly review meetings and reporting packages.
• Identify research, market data, and thematic content that may be useful for business-development initiatives.

Skills

Analytical skills

Attention to detail

Strong work ethic

Team collaboration

Communication

Education

Bachelor's degree

CFA candidate or designation pursued

Job description

Join Our Team at Aristotle

Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

What You'll Do

The CLO Analyst will be a member of our CLO management and tranche investing teams. Responsibilities include independently evaluating investment opportunities, assessing investment risks, developing investment recommendations, maintaining portfolio analytics and data, and monitoring performance and compliance. The role requires strong analytical skills, sound judgment, attention to detail, familiarity with leveraged loans and CLO structures (or other structured products), and the ability to collaborate across trading, portfolio management, research, operations, and client-service functions.

Key Responsibilities:

• Independently monitor the leveraged loan and CLO markets for investment opportunities, including:
• Reviewing investment bank materials and market color for opportunities and risks.
• Monitoring dealer offers and secondary-market opportunities.
• Reviewing BWIC activity.
• Tracking primary-market transactions and new issues for investment opportunities.
• Independently evaluate portfolio and security-level performance, relative value, and investment risks to identify opportunities and develop investment recommendations.
• Analyze and evaluate loan market activity and trading opportunities, making recommendations on 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 and interpret CLO portfolio performance trends, identify emerging risks and opportunities, and recommend portfolio adjustments when appropriate.
• Monitor Trestles CLO compliance tests and portfolio constraints; 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, noting 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 and improve a centralized repository of relevant market and portfolio research.
• Proactively liaise 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 be useful for business-development initiatives.

What You'll Bring

We recognize that not all candidates will meet every requirement. If you're passionate about this role and believe you have the skills to succeed, we encourage you to apply.

Qualifications:

• 1-3 years 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.

What We Offer

• Comprehensive health, dental, and vision insurance for you and your 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

Our Core Values

• We place our clients' interests first.
• We act with integrity.
• We achieve excellence through accountability and collaboration.
• We empower our employees.
• We are respectful.
• We value community.

Location

Hybrid - Newport Beach, CA. This position requires in-office attendance 4 days per week, Monday through Thursday.

Compensation Range

$85,000 - $110,000 plus discretionary bonus.

The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion.

Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.