Senior Associate, Structured Investments

Nassau Financial Group; New York (NY); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Dependent life insurance

Job summary

Nassau Financial Group seeks a skilled investment analyst to join the NAMCO team. The role focuses on analysis and buy/sell recommendations for CLOs, private-credit structured deals, ABS, ABF, and residential whole loans. You will oversee portfolio surveillance and management of existing holdings.

The position emphasizes rigorous credit reviews, effective communication, and collaboration with legal and portfolio teams. Competitive base salary with benefits and growth opportunities.

Qualifications

• Experience in structured securities, CLOs, private credit and ABS.
• Ability to provide buy/sell recommendations with documented support.
• Bachelor's or master’s in finance/economics/business; CFA a plus.

Responsibilities

• Analyze investment offerings and provide buy/sell recommendations with justification.
• Monitor portfolio quality and perform regular credit reviews.
• Collaborate with Portfolio Management to align investments with guidelines.
• Support management of troubled assets and advise on sales to reduce losses.
• Present transactions to Investment Review Committee.
• Assist hedging efforts and document commitments with counsel.
• Maintain reporting and develop third-party manager relationships.

Skills

Structured securities

CLOs

Private credit

ABS

Portfolio management

Effective communication

Excel

Intex

PowerPoint

CFA designation

Education

Bachelor’s or Master’s degree in finance/economics/business

Tools

Intex

Excel

PowerPoint

Job description

Job Summary

Member of NAMCO team responsible for analysis of and buy/sell recommendations on investment offerings of middle-market Collateralized Loan Obligations (CLOs), private-credit structured transactions, asset-backed securities, ABF and residential whole loans. Responsible for portfolio surveillance and portfolio management of existing portfolio.

Job Summary

Member of NAMCO team responsible for analysis of and buy/sell recommendations on investment offerings of middle-market Collateralized Loan Obligations (CLOs), private-credit structured transactions, asset-backed securities, ABF and residential whole loans. Responsible for portfolio surveillance and portfolio management of existing portfolio.

Principal Duties And Responsibilities

• Support the Structured Investments Group for sourcing and underwriting new investments including both public and private structured securities, CFOs, rated feeders and other bespoke structures
• Monitor existing investment holdings by performing regular financial and qualitative reviews to detect changes in credit quality in an effort to minimize losses
• Work closely with the Portfolio Management Group to ensure investment commitments meet portfolio requirements / guidelines
• Support the management of troubled and watch-list assets and recommend sales as appropriate to reduce possible losses
• Support the presentation of transactions to Investment Review Committee
• Support hedging efforts as needed
• Work closely with internal and external legal counsel to document commitments and related maintenance documents
• Meet all internal and external reporting requirements as mandated by management
• Develop and maintain 3rd party manager relationships of SMAs, facilitate the structuring of new SMAs and other mandates
• Perform other duties as assigned

Knowledge, Skills And Abilities

• Experience in structured securities, particularly CLOs, private credit and other ABS
• Confidence in making buy/sell recommendations with logical support and documentation
• Bachelor or master’s degree in finance, economics, business administration or other related field(s) preferred. CFA designation a plus
• Strong communication skills (verbal, written and presentation)
• Proficient with computer software programs such as Word, Excel, Power Point, etc.
• Proficient in transaction monitoring/modeling systems including Intex and others
• Comfortable dealing with people with a wide range of backgrounds (i.e., From sophisticated CEOs, CFOs at due diligence meetings to relatively unsophisticated staff members)

Benefits And Compensation

Nassau offers medical, dental, vision, and dependent life insurance benefits to employees' spouses and dependent children. Benefit coverage begins on the date of hire (retroactively). In addition, we maintain a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The base salary for this position falls within the range of $140,000+ depending upon experience.

Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $24.8 billion in assets under management, and 350,000+ policies and contracts as of June 30, 2026.

As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.

Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.