Sector Lead - Financials (Leveraged Loans)
A leading credit platform and established CLO manager is looking to hire a Sector Lead (Financials). This is a senior, high-impact seat designed for someone who can own Financials coverage end-to-end and lead underwriting on new issuers coming into CLO portfolios. The person in this role will be the internal point of accountability for Financials credit views - driving diligence, documentation analysis, and investment recommendations in partnership with portfolio management and trading.
- Own Financials sector coverage for CLO investing, including banks, insurers, specialty finance, asset managers, and select fintech / payments where applicable
- Underwrite new issuers for CLO portfolios (primary + opportunistic secondary when relevant): build the credit view, key risks, and downside case
- Lead full diligence workflow: business model assessment, asset quality, capital & liquidity, funding profile, earnings durability, and key regulatory considerations
- Analyze and negotiate documentation / covenants alongside internal partners; identify structural risk early (primarily leveraged loan documentation)
- Create decision-ready credit write-ups (IC-style) that clearly frame: why this works, what breaks, and what we need to get paid
- Partner closely with PMs/traders on relative value, sizing, and portfolio fit within CLO constraints
- Monitor existing holdings and update views post-earnings / events (thesis drift, upgrade/downgrade signals, technicals, catalysts)
- Mentor and develop junior resources (where applicable) and help set sector underwriting standards / templates
Qualifications
- 7+ years of relevant credit experience with deep expertise in Financials (buy-side credit, CLO platform, leveraged finance, credit research, ratings, or credit risk)
- Strong fundamental underwriting skillset: cash flow, balance sheet / liquidity, capital structure, and downside/recovery orientation
- High comfort level with leveraged loan documentation and identifying covenant/structural risks
- Ability to operate as a sector lead: independent judgment, strong written communication, and credibility with senior stakeholders
- Fast, organized, and process-driven - can run multiple live underwritings without sacrificing rigor
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