CLO Structuring Associate

Raymond James Financial, Inc.; New York, Northern (NY, KY); Hybrid; USD 80,000 - 175,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Critical illness & accident insurance

Disability benefits

Retirement savings

PTO including vacation, holidays, and

Job summary

Raymond James is seeking a CLO Structuring Desk Associate in New York to support the structuring and execution of CLO transactions. You will work with senior structurers and syndicate teams to analyze collateral pools, model economics, and assist with new issuance and refinancing in a fast-paced environment.

The role requires strong quantitative skills, attention to detail, and the ability to independently deliver high-quality analysis across multiple transactions, including interaction with

Qualifications

• Bachelor’s degree required with 3–5 years in financial services.
• SIE, Series 7, and Series 63/79 licenses required or to be obtained within 180 days.
• Strong analytical, modeling, and data integrity skills.

Responsibilities

• Support structuring and execution of CLO transactions.
• Set up and run CLO models for investor and rating agency use.
• Analyze collateral portfolios and monitor market developments.
• Prepare structuring materials, deal memos, and investor presentations.
• Manage administrative elements (NDAs, rating agency engagement).

Skills

CLO structures

Quantitative modeling

Excel modeling

Waterfall mechanics

Securitization concepts

Cross-functional communication

Education

Bachelor's Degree

Tools

Intex

Rating agency models

Excel

Job description

Job Description Summary

The CLO Structuring Desk Associate supports the structuring and execution of Collateralized Loan Obligation (CLO) transactions. The role partners closely with senior structurers and syndicate teams to analyze collateral pools, model transaction economics, and support new issuance and refinancing activities. The position requires strong quantitative skills and attention to detail, with the ability to independently deliver high‑quality analysis in a fast‑paced, deal‑driven environment.

Job Summary

The CLO Structuring Desk Associate supports the structuring and execution of Collateralized Loan Obligation (CLO) transactions. The role partners closely with senior structurers and syndicate teams to analyze collateral pools, model transaction economics, and support new issuance and refinancing activities. The position requires strong quantitative skills and attention to detail, with the ability to independently deliver high‑quality analysis in a fast‑paced, deal‑driven environment.

Essential Duties and Responsibilities

• Support the structuring and execution of new issue, reset, and refinancing CLO transactions.
• Set up and run CLO models for both investor and rating agency purposes.
• Analyze collateral portfolios, including key metric calculations and ensuring data integrity.
• Assist with preparation of structuring materials, deal memos, rating agency submissions, investor presentations, and marketing materials.
• Monitor warehouse activity.
• Track market developments in CLO assets and liabilities, for both broadly syndicated and private credit markets.
• Handle administrative elements of transactions (e.g. – NDAs, rating agency engagement)

Knowledge, Skills, and Abilities

• Knowledge of CLO structures, and portfolio and waterfall indenture mechanics.
• Capital markets concepts and securitization processes.
• Skill in Quantitative modeling and scenario analysis.
• Advanced Excel modeling; familiarity with CLO modeling systems (e.g., Intex and rating agency models).
• Ability to Independently manage analytical workstreams across multiple active transactions.
• Communicate clearly and concisely with senior structurers and cross‑functional partners.
• Work effectively in a high‑pressure, transaction‑oriented environment.
• Identify risks, ask the right questions, and elevate issues appropriately.
• Continuously expand technical expertise in CLO markets and structuring mechanics.

Educational/Previous Experience Requirements

Education/Previous Experience Bachelor's Degree (B.A.) and three (3) to five (5) years of experience in the financial services industry.

OR ~ Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications Required

• FINRA licenses – Securities Industry Essentials (SIE)
• Series 7
• Series 63 & Series 79
• Unlicensed candidates will be required to obtain registrations within 180 days

Travel Required: No

Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience General Experience - 3 to 6 years

Certifications

Salary Range $80,000.00-$175,000.00

Travel Less than 25%

Workstyle Resident

Benefits

• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client‑first, integrity, independence and a conservative, long‑term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the NewYork Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well‑being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive. As an established but ever‑evolving company, you can start – or continue – growing your career here. We invest in you with wide‑ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people‑first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.