CLO Portfolio Analyst - ONSITE Carmel, IN

CNO Services, LLC; Carmel (IN); On-site; USD 81,000 - 122,000; Full time

Benefits offered by this job

Medical insurance

Performance-based bonus

401(k) with company match

Paid time off

Short-term & long-term disability

Paid parental leave

Company-paid life insurance

Mental & Financial Well-Being

Job summary

CNO Financial Group’s 40|86 Advisors is hiring a CLO Portfolio Analyst to manage $1.25B in leveraged loans. This role involves ensuring compliance with investor requirements and developing risk assessment models.

The position requires a Bachelor's degree, proficiency in Excel, VBA, and Python, and offers a host of benefits including medical insurance and performance-based bonuses. Candidates should reside near our Carmel, IN office and will be required to come onsite.

Qualifications

• 0-1 years of experience, inclusive of internship experience.
• Proficiency in Excel, VBA and Python is required.
• Strong written and oral communication skills.

Responsibilities

• Ensuring monthly and quarterly reports are accurate and distributed.
• Monitoring compliance with indenture requirements.
• Developing and maintaining various risk models for market opportunities.
• Collaborating on portfolio optimization strategies.
• Determining daily investable cash.

Skills

Excel

VBA

Python

Financial markets knowledge

Communication skills

Education

Bachelor’s degree in Finance, Economics, Computer Science, or analytical Liberal Arts major

Tools

Risk and analytical models

Job description

Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.

CNO Financial Group’s 40|86 Advisors is hiring a CLO Portfolio Analyst. The group currently manages about $1.25B in leveraged loans within collateralized loan obligation (CLO) structures and $350M in CLO debt securities. The individual will be primarily responsible for ensuring that our portfolios adhere to investor requirements as is expected to learn about fundamental credit analysis, portfolio and risk management, and structured credit to contribute to the investment process.

Core responsibilities and deliverables:

• Ensuring monthly and quarterly reports are accurate and distributed to investors.
• Monitoring compliance with indenture requirements and identifying tests at risk of failure.
• Developing and maintaining various risk and analytical models that assist in identifying market dislocations and opportunities.
• Working with the AVP and VP of Leveraged Loans on portfolio optimization strategies.
• Working with the traders and trustees in determining our daily investable cash.

What you need (Minimum requirements):

• Bachelor’s degree in Finance, Economics, Computer Science, or analytical Liberal Arts major
• 0-1 years of experience, inclusive of internship experience. Recent grads are welcome to apply!
• Proficiency in Excel, VBA and Python is required.
• A strong passion for financial markets and willingness to learn, ask questions, and accept guidance and feedback.
• Strong written and oral communication skills.

What will set you apart (preferred experience):

• Portfolio of VBA or Python projects for review
• Interest in pursuing CFA designation in the future

CNO Financial Group offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical, Dental, and Vision insurance
• Performance-based bonus or sales incentive
• 401(k) retirement plan with company match
• Short-term & long-term disability insurance
• Paid time off and 10 corporate holidays
• Paid parental leave
• Company-paid life insurance
• Mental & Financial Well-Being resources

Click on this link for additional information.

CNO Financial Group offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical, Dental, and Vision insurance
• Performance-based bonus or sales incentive
• 401(k) retirement plan with company match
• Short-term & long-term disability insurance
• Paid time off and 10 corporate holidays
• Paid parental leave
• Company-paid life insurance
• Mental & Financial Well-Being resources

Click on this link for additional information.

This role is affiliated to the Carmel, IN corporate office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office.You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States.

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is also eligible for CNO’s performance-based annual bonus program.

Compensation

Pay Range: $81,000.00 - $121,600.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.