Senior CLO Compliance Analyst - Hybrid NY

Carlyle Group; New York (NY); Hybrid; USD 80,000 - 130,000; Full time

Benefits offered by this job

Retirement benefits

Health insurance

Paid time off

Job summary

The Carlyle Group in New York hybrid role seeks a Senior Analyst for CLO Compliance to oversee compliance and reporting across the US CLO platform. You will work with operations, fund management and investment teams to support the CLO business.

Responsibilities include reviewing indentures, conducting hypothetical testing, monitoring compliance tests and preparing investor reports, with interaction across Portfolio Management, Trading and Structuring teams.

Qualifications

• Bachelor's Degree in Finance, Accounting, Mathematics, or related discipline preferred.
• Minimum of 2-4 years of overall relevant experience.
• Experience in Financial Services with a focus on CLOs preferred.

Responsibilities

• Actively monitor US Middle Market CLOs and Rated Note Fund Structure Compliance tests.
• Review quarterly investor reports and waterfall calculations.
• Hypothetical testing and review/interpretation of indentures.
• Daily interaction with Portfolio Management, Trading, and Structuring teams.
• Regular reporting for Portfolio Management and oversight of vendor relationships.

Skills

Analytical skills

Team collaboration

Communication skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

The Carlyle Group in New York hybrid role seeks a Senior Analyst for CLO Compliance to oversee compliance and reporting across the US CLO platform. You will work with operations, fund management and investment teams to support the CLO business.

Responsibilities include reviewing indentures, conducting hypothetical testing, monitoring compliance tests and preparing investor reports, with interaction across Portfolio Management, Trading and Structuring teams.