Hybrid CLO Analyst: Credit Markets & Portfolios

Aristotle Capital Management, LLC; Newport Beach (CA); Híbrido; USD 85.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with employer matching

Paid time off

Life, Disability insurance

Employee Assistance Program

Inclusive workplace culture

Company events

Descripción de la vacante

Aristotle Capital Management, LLC is seeking a CLO Analyst to join the CLO management and tranche investing teams in Newport Beach. You will independently evaluate investment opportunities, monitor leveraged loan and CLO markets, and develop actionable investment recommendations while maintaining portfolio analytics and ensuring compliance across functions.

The role requires 1-3 years of relevant experience, a Bachelor's degree, and an interest in CFA designation pursuit.

Formación

• 1-3 years relevant experience.
• Bachelor's degree required.
• Currently pursuing or interested in obtaining the CFA designation.
• Genuine interest in credit markets, corporate finance, and investing.
• Strong attention to detail.
• Intellectual curiosity and willingness to learn.
• Sound judgment and a strong work ethic.
• Ability to synthesize complex financial information into concise, actionable insights.
• Ability to receive and incorporate feedback.

Responsabilidades

• Independently monitor the leveraged loan and CLO markets for investment opportunities, including reviewing investment bank materials and market color for opportunities and risks.
• Monitor dealer offers and secondary-market opportunities.
• Review BWIC activity.
• Track primary-market transactions and new issues for investment opportunities.
• Independently evaluate portfolio and security-level performance, relative value, and investment risks to identify opportunities and develop investment recommendations.
• Analyze and evaluate loan market activity and trading opportunities, making recommendations on potential transactions based on market conditions, relative value, and portfolio objectives.
• Aggregate, review, and organize sell-side research relevant to leveraged loans, CLO tranches, and Trestles portfolios.
• Analyze and interpret CLO portfolio performance trends, identify emerging risks and opportunities, and recommend portfolio adjustments when appropriate.
• Monitor Trestles CLO compliance tests and portfolio constraints; recommend remedies where necessary.
• Manage the ACLOX repo portfolio, including evaluating and selecting investment opportunities, constructing the portfolio within established risk parameters, and executing trades as responsibilities expand.
• Develop and prepare quarterly portfolio analytics for quarterly review meetings and reporting packages.
• Identify research, market data, and thematic content that may be useful for business-development initiatives.

Conocimientos

Analytical skills

Attention to detail

Strong work ethic

Team collaboration

Communication

Educación

Bachelor's degree

CFA candidate or designation pursued

Descripción del empleo

Aristotle Capital Management, LLC is seeking a CLO Analyst to join the CLO management and tranche investing teams in Newport Beach. You will independently evaluate investment opportunities, monitor leveraged loan and CLO markets, and develop actionable investment recommendations while maintaining portfolio analytics and ensuring compliance across functions.

The role requires 1-3 years of relevant experience, a Bachelor's degree, and an interest in CFA designation pursuit.