CLO Portfolio Analyst - Credit Modeling & Reporting

Washington National Insurance Company; Carmel (IN); On-site; USD 81,000 - 122,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) retirement plan with company 
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Paid time off and holidays

Paid parental leave

Company-paid life insurance

Job summary

CNO Financial Group’s 40|86 Advisors is hiring a CLO Portfolio Analyst based in Carmel, IN. You will assist in ensuring portfolios meet investor requirements and learn fundamental credit analysis, risk management, and structured credit concepts.

The role emphasizes building models, reporting to investors, and collaborating with senior staff on portfolio optimization and operations. Recent grads with strong Excel, VBA, and Python skills are encouraged to apply.

Qualifications

• Bachelor’s degree in Finance, Economics, CS, or analytical Liberal Arts.
• 0-1 years of experience; recent grads welcome.
• Proficiency in Excel, VBA and Python required.
• Strong written and oral communication skills.

Responsibilities

• Ensure monthly and quarterly investor reports are accurate and distributed.
• Monitor compliance with indenture requirements and risk tests.
• Develop and maintain risk/analytical models for market opportunities.
• Collaborate with AVP/VP on portfolio optimization strategies.
• Coordinate with traders and trustees on daily investable cash.

Skills

Excel

VBA

Python

Communication skills

Education

Bachelor’s degree in Finance, Economics, CS, or analytical Liberal Arts

Job description

CNO Financial Group’s 40|86 Advisors is hiring a CLO Portfolio Analyst based in Carmel, IN. You will assist in ensuring portfolios meet investor requirements and learn fundamental credit analysis, risk management, and structured credit concepts.

The role emphasizes building models, reporting to investors, and collaborating with senior staff on portfolio optimization and operations. Recent grads with strong Excel, VBA, and Python skills are encouraged to apply.