Responsible for acting as single point of contact for key client relationships
Collaborate with operations and analytics teams to meet client objectives and deliverables
Collaborate with Business Development/Sales to secure new client mandates
Ability to interpret CLO indentures, credit agreements and various other structured finance documentation
Responsible for managing client onboarding including account opening process, KYC procedures and documentation review
Ability to calculate and verify compliance testing and waterfall calculations
Perform and interpret hypothetical trade testing
Perform monthly and quarterly reconciliations for required reporting including CLOs, SMAs and Borrowing Base Facilities
Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved
Understanding and adhering to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.

Combined minimum of 3 years higher education and/or work experience independently and collaboratively across the organization.
Advanced Microsoft Office Skills
Strong analytical and problem-solving skills
Excellent written and verbal communication skills for both an internal and external audience
Ability to thrive in an entrepreneurial, fast-paced growth environment
Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 5 with direct client contact years’ relevant work experience
Exceptional organizational skills with an attention to detail
Excellent interpersonal and analytical skills with a strong balance of qualitative and quantitative skills
Familiarity with various loan products – Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, Business Development Companies
Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider or CLO Manager
System / Application experience
Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, LoanIQ

GCM Relationship Manager II – Private Debt, CLO

Key skills