CLO Portfolio Analyst
CLO Portfolio Analyst - U.S. Credit
Overview of the Firm
Our client is a global alternative asset manager with a strong presence in structured credit and leveraged finance, managing capital across institutional strategies. The firm has built a differentiated CLO platform focused on active portfolio management, disciplined underwriting, and long-term investor partnerships.
The U.S. team operates as a lean, collaborative group, working closely across investing, trading, and risk functions.
Key Responsibilities
- Oversee day-to-day management of CLO portfolios, including performance monitoring, analytics, and reporting
- Review and validate cash flows, trustee reports, and investor distributions
- Conduct cash flow modeling, stress testing, and waterfall analysis
- Support the full CLO lifecycle (warehouses, new issuance, resets/refis, liquidations)
- Work closely with traders on loan trade execution, settlements, and documentation
- Maintain portfolio data across internal systems (e.g., Allvue, WSO, ClearPar)
- Coordinate with internal teams across legal, compliance, risk, and finance
- Track portfolio P&L and support investor reporting and ad hoc requests
Candidate Profile
- 8+ years of experience in CLOs, structured credit, or leveraged loan portfolios
- Strong understanding of CLO structures, indentures, and cash flow waterfalls
- Detail-oriented with a balance of analytical and operational skillsets
- Advanced Excel skills; experience with Intex, Bloomberg, Allvue or similar systems preferred
- Strong communication skills and ability to work across teams
- Bachelor's degree in a relevant field; CFA or advanced degree a plus
Why This Role
- Broad exposure across portfolio management, trading, and structuring
- Opportunity to join a growing CLO platform within a global manager
- Collaborative environment with significant responsibility and visibility
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