CLO Operations Analyst
CLO Operations Associate / Manager
Charlotte, NC (Hybrid)
We are currently partnering with a growing credit-focused investment manager in Charlotte looking to add a CLO Operations professional to their team.
This is an excellent opportunity to join a scaling platform with an active CLO issuance pipeline, working across deal execution, reporting, and ongoing transaction management.
The Opportunity
This role sits at the heart of the platform, working across front office, finance, and external stakeholders to ensure the seamless execution and ongoing management of CLO structures.
You will gain exposure to the full lifecycle of CLOs, from warehouse through pricing, closing, and post-close reporting, while playing a key role in building and improving operational processes.
Key Responsibilities
- Support the end-to-end execution of CLO transactions, including deal close and ramp-up
- Oversee ongoing CLO operations, reporting, and compliance monitoring
- Coordinate with trustees, administrators, rating agencies, and internal teams
- Manage investor reporting, cash waterfalls, and performance tracking
- Monitor compliance with indenture terms and portfolio guidelines
- Reconcile data across systems and ensure accuracy of deal-level financials
- Assist with warehouse management, refinancing, and reset activity
- Drive improvements in processes, controls, and operational infrastructure
- Support ad hoc analysis for portfolio managers and senior leadership
Candidate Profile
- 3-8+ years of experience in CLO operations, structured credit, or leveraged finance
- Strong understanding of CLO structures, cash flows, and documentation
- Experience working with trustees, administrators, or reporting platforms
- Detail-oriented with the ability to manage multiple transactions simultaneously
- Strong Excel and analytical skill set
- Background in credit funds, asset managers, banks, or administrators
Why This Role
- Join a high-growth platform with strong CLO issuance activity
- Gain full lifecycle exposure across deal execution and asset management
- High visibility to investment team and senior leadership
- Opportunity to step into a scalable and evolving platform
- Competitive compensation and long-term growth potential
FAQs
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