Vice President, CLO Compliance & Portfolio Testing

Nextera Search Group; New York (NY); On-site; USD 190,000 - 260,000; Full time

Job summary

Nextera Search Group is seeking an experienced Vice President to lead CLO compliance and portfolio testing in a New York-based financial services setting. You will oversee compliance monitoring, transaction analysis, and reporting to support investment decisions and data integrity.

The role requires a strong background in credit portfolio analytics, structured financing, and advanced financial modeling, with a proven ability to coordinate with internal teams and external providers.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 10+ years of relevant experience in credit portfolio analytics, compliance, or investment operations.
• Experience with structured financing arrangements and corporate credit investments.
• Strong analytical and financial modeling skills, including advanced Excel proficiency.
• Proficiency with portfolio management, accounting, or investment analytics systems.
• Experience coordinating with internal stakeholders and external service providers.
• Strong attention to detail, communication skills, and ability to manage competing deadlines.

Responsibilities

• Monitor portfolio compliance with investment guidelines and financing requirements, investigating exceptions and coordinating resolutions.
• Analyze proposed transactions and portfolio scenarios to assess their impact on investment limits and portfolio positioning.
• Identify opportunities to improve portfolio efficiency and support investment decisions.
• Prepare portfolio reporting and respond to internal requests for holdings data and analytical support.
• Review periodic cash flow calculations and distribution schedules.
• Partner with internal teams and external service providers to maintain accurate data and timely reporting.

Skills

Portfolio analytics

Compliance

Investment operations

Financial modeling

Excel

Stakeholder coordination

Attention to detail

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

Portfolio management systems

Job description

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as Vice President, CLO Compliance & Portfolio Testing.

Responsibilities:

• Monitor portfolio compliance with investment guidelines and financing requirements, investigating exceptions and coordinating resolutions.
• Analyze proposed transactions and portfolio scenarios to assess their impact on investment limits and portfolio positioning.
• Identify opportunities to improve portfolio efficiency and support investment decisions.
• Prepare portfolio reporting and respond to internal requests for holdings data and analytical support.
• Review periodic cash flow calculations and distribution schedules.
• Partner with internal teams and external service providers to maintain accurate data and timely reporting.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 10+ years of relevant experience in credit portfolio analytics, compliance, or investment operations.
• Experience with structured financing arrangements and corporate credit investments.
• Strong analytical and financial modeling skills, including advanced Excel proficiency.
• Proficiency with portfolio management, accounting, or investment analytics systems.
• Experience coordinating with internal stakeholders and external service providers.
• Strong attention to detail, communication skills, and ability to manage competing deadlines.