Senior Associate, Capital Solutions, Structured Products Surveillance
$110,000–$160,000 year
On-siteNew York City, New York, United States or Los Angeles, California, United States
Job Summary
Proactively monitor underlying private credit portfolios across multiple CLO transactions by preparing regular surveillance reports, reconciling monthly Trustee and quarterly payment reports, and investigating discrepancies in transaction data. Execute structural oversight by monitoring overcollateralization tests, concentration limitations, and collateral quality tests while supporting new issuances, refinancings, resets, and amendment exercises. Coordinate with legal counsel, trustees, fund accounting, operations, and rating agencies to assist with data requests and platform strengthening projects involving reporting enhancements, compliance workflows, and automation initiatives.
Required Qualifications
- Bachelor's degree in Finance, Economics, Mathematics, Information Systems or related field
- 3-5 years of relevant experience in Private Credit, Direct Lending, CLO Surveillance, Structured Credit, Portfolio Management or related field
- Strong knowledge of CLO mechanics and documentation, including ratings and credit estimates
- Strong attention to detail and organizational skills
- Strong analytical and quantitative problem-solving abilities
- Strong written and verbal communication capabilities
- Team-orientated mindset with a proactive approach to problem solving
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