CLO Structuring Associate: Origination & Modeling

Santander; Madison (WI); On-site; USD 175,000 - 225,000; Full time

Job summary

Santander is seeking an Associate in CLO Structuring to assist with origination, structuring, and execution of CLO warehouses and transactions. The role involves modeling with Excel, Intex, and rating agency tools, building cash flow models, and coordinating with internal and external teams in a fast-paced environment.

The candidate should have CLO exposure, strong quantitative skills, and proficiency in Excel/PowerPoint/Word, plus relevant certifications (SIE, Series 7/63).

Qualifications

• Prior experience in CLO structuring/banking (strongly preferred) or related CLO exposure.
• Extensive exposure to CLO documents, Intex, and CLO Rating Agency models.
• Strong quantitative and/or technical skills.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Certifications: SIE, Series 7 and 63.

Responsibilities

• Support the origination, structuring, and execution of CLO warehouses and CLO new issue, reset, and refinancing transactions.
• Structure and model CLO transactions using Excel, Intex, and Rating Agency software.
• Build and run CLO cash flow models and produce transaction analysis used for investor marketing, transaction execution, and rating agency analysis.
• Analyze CLO collateral loan portfolios including computing key metrics to help guide transaction marketing and structuring.
• Support the preparation of materials required in all aspects of CLO transactions including warehouse termsheets, internal credit memos, deal marketing materials, and manager and transaction pitch books.
• Coordinate transaction execution timelines and deliverables through coordination with CLO managers, internal and external legal counsel, CLO Syndicate, and Rating Agencies.
• Assist in the monitoring of CLO warehouse activity including asset approvals, fundings, and reconciliations.
• Continue to expand structuring expertise while also starting to build market presence and client relationships that will ultimately be critical in origination of CLO transactions.

Skills

CLO structuring knowledge

CLO documents exposure

Quantitative/technical skills

Microsoft Excel/PowerPoint/Word

Certifications: SIE/Series 7/63

Tools

Excel

PowerPoint

Word

Job description

Santander is seeking an Associate in CLO Structuring to assist with origination, structuring, and execution of CLO warehouses and transactions. The role involves modeling with Excel, Intex, and rating agency tools, building cash flow models, and coordinating with internal and external teams in a fast-paced environment.

The candidate should have CLO exposure, strong quantitative skills, and proficiency in Excel/PowerPoint/Word, plus relevant certifications (SIE, Series 7/63).