CLO Portfolio Management Associate

Coda Search│Staffing; New York (NY); On-site; USD 185,000 - 235,000; Full time

Job summary

A leading investment firm in New York is seeking a Portfolio Management Associate to manage CLO portfolios and optimize performance. The ideal candidate will have 2-4 years of relevant experience and strong analytical skills. This role offers a dynamic environment and opportunities for professional growth.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 2-4 years of experience in portfolio management or finance-related role.
• Familiarity with CLO structures and cash flow modeling preferred.

Responsibilities

• Monitor and manage CLO portfolios for compliance and performance.
• Analyze portfolio performance and prepare detailed reports.
• Support trading activities and collaborate with internal teams.

Skills

Quantitative skills

Analytical skills

Communication

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Accounting

Tools

Excel

CLO modeling tools

Risk management systems

Job description

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This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$185,000.00/yr - $235,000.00/yr

We are currently partnered with a $300B+ alternatives platform investing heavily in their CLO business. This firm is known for being a top performer across all their businesses and providing great career platforms for their employees.

The ideal candidate will have 2-4 years of experience in portfolio management, valuations, risk, trading, or a finance-related function with direct exposure to Collateralized Loan Obligations (CLOs). This role offers an opportunity to work in a dynamic environment managing CLO portfolios, optimizing performance, and collaborating with cross-functional teams.

Key Responsibilities:

• Assist in monitoring and managing CLO portfolios to ensure compliance with investment guidelines and regulatory requirements.
• Support the execution of portfolio optimization strategies, including trading activities and portfolio rebalancing.
• Monitor credit quality, portfolio diversification, and other key metrics to optimize performance.

Performance Analysis

• Analyze portfolio performance, including cash flow modeling, valuation assessments, and scenario analysis.
• Prepare detailed performance reports and provide insights to senior management and investors.
• Evaluate market trends and their impact on portfolio performance and risk metrics.
• Collaborate with the risk management team to identify and mitigate portfolio risks.
• Monitor adherence to CLO indenture tests, including over-collateralization (OC) and interest coverage (IC) ratios.
• Address compliance issues and ensure all transactions align with internal and external policies.

Trade Support & Execution

• Support trading activities by analyzing loan-level data and assisting in trade execution and settlement processes.
• Evaluate loan purchase and sale opportunities, providing recommendations to portfolio managers.

Stakeholder Collaboration

• Work closely with internal teams, including analytics, finance, legal, and operations, to support portfolio management efforts.
• Interface with external stakeholders such as trustees, rating agencies, and investors to address queries and provide portfolio updates.

Modeling & Data Analysis

• Develop and maintain cash flow models and other analytical tools to support portfolio management decisions.
• Utilize advanced Excel and data visualization tools to analyze large datasets efficiently.

Experience:

• 2-4 years of experience in portfolio management, valuations, risk, trading, or a finance-related role with exposure to CLOs.
• Familiarity with CLO structures, loan markets, and cash flow modeling is preferred.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Strong quantitative and analytical skills, with proficiency in Excel (advanced functions) and experience with CLO modeling tools.
• Familiarity with risk management systems and financial reporting software.
• Knowledge of fixed income and leveraged loan markets.
• Detail-oriented with strong organizational and multitasking abilities.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a fast-paced environment.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Finance, and Strategy/Planning

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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