What are the responsibilities and job description for the CLO Portfolio Management & Analytics Associate position at Coda SearchStaffing?
We are currently partnered with a $50B credit fund looking to expand their CLO Analytics and functionality. The firm is known for have a top of class credit platform and a strong reputation to develop talent and promote from within.
The role will be responsible for all aspects of CLO analytics, with a particular focus on portfolio optimization and risk analysis using Intex. The ideal candidate will have 2-4 years of experience in CLO-related functions, with a background in portfolio management, structuring, valuations, or middle office roles. This is a high-impact opportunity to work within a leading credit investment platform, gaining deep exposure to CLO management strategies.
Key Responsibilities :
- Perform in-depth analysis of CLO structures, cash flows, risk metrics, and performance trends using Intex.
- Optimize portfolio allocations and assess the impact of potential trades on overall CLO portfolio performance.
- Evaluate collateral composition, structural features, and tranche-level cash flow dynamics to support investment decisions.
- Conduct scenario analysis and stress testing to evaluate performance under different market conditions.
- Assist in developing quantitative models for portfolio optimization and risk assessment.
- Support CLO trading, structuring, and investment teams by providing detailed valuation and scenario analysis.
- Work closely with traders and portfolio managers to analyze potential purchase, sale, and refinancing opportunities.
- Monitor secondary market pricing, trading activity, and CLO tranche performance.
- Track and analyze CLO trustee reports, portfolio compliance tests, and cash flow waterfalls.
- Generate and maintain performance reports, dashboards, and risk metrics for internal stakeholders.
- Assist in preparing materials for investment committees, senior management, and investors.
- Work cross-functionally with investment, risk, and operations teams to enhance analytics and reporting capabilities.
- Continuously refine analytical tools, automation processes, and workflow efficiencies.
- Stay up to date on market trends, regulatory changes, and industry developments affecting CLO markets.
Qualifications and Experience :
