Key skills
AnalyticsCommunicationSales
About this role
Role Overview
- Act 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
- Interpret CLO indentures, credit agreements and various other structured finance documentation
- Manage client onboarding including account opening process, KYC procedures and documentation review
- 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
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite
Requirements
- Combined minimum of 3 years higher education and/or work experience
- 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
Benefits
- Competitive compensation
- Full medical & dental benefits
- Heath Savings & Flexible Spending Accounts
- Life/disability insurance
- Generous paid time off (PTO)
- 11 paid holidays
- Option to buy additional PTO
- 401(k) match at 5% with options for Roth and discretionary employer contributions
- Various options for tuition assistance
- Paid parental leave
- Stock purchase
- Wellness and employee discounts