Primary CLO Investment Professional
A leading credit-focused asset manager is seeking an Investment Professional to join its CLO Investment Team. The firm manages over $10 billion in assets across institutional, high-net-worth, and retail clients, with a focus on income-oriented credit investments in niche and inefficient markets.
Role & Responsibilities:
- Evaluating CLO investment opportunities in mainly primary markets
- Developing and executing investment and trading strategies across various funds and separate accounts.
- Conducting due diligence on CLO managers, assessing investment processes and performance.
- Managing relationships with dealers, collateral managers, and service providers.
- Assisting with month-end valuation processes for funds and separate accounts.
- Collaborating with client solutions and investor relations teams to prepare marketing materials.
- Tracking and maintaining secondary BWICs, offer sheets, and market activity, working closely with analytics and internal teams.
- Monitoring existing CLO positions, assigning internal ratings, and making recommendations on hold, buy, or sell strategies based on market conditions.
- Participating in Investment Committee meetings and advising on strategic transactions across investment verticals.
Qualifications:
The ideal candidate will have:
- 2+ years of experience Primary CLO Structuring.
- Strong knowledge of CLO documentation.
- Proficiency in Intex and CLO cash flow modeling in Excel.
- Experience in CLO trading at a sell-side dealer or buy-side firm.
- Strong presentation skills with the ability to communicate findings effectively.
- Programming skills (a plus).
- High attention to detail and ability to work well within a small, collaborative team.
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