Clo Operations Manager

Overview

• Lead operational management for CLOs, ensuring compliance and efficiency in warehouse lending and securitization processes.
• Collaborate with portfolio managers, risk teams, and external service providers to streamline operations.
• Provide operational guidance and oversight during the CLO ramp-up and securitization phases.
• Manage internal controls and compliance, ensuring adherence to industry standards and regulations.
• Participate in industry conferences and contribute to strategic initiatives for operational improvements.
• Oversee asset, position, and cash reconciliations, ensuring accuracy and reliability.
• Review and approve trustee reports, supporting effective CLO management practices.
• Engage in cross-functional collaboration to support the expanding CLO business.

Key Responsibilities & Duties

• Manage CLO operations, including warehouse ramp-up and securitization phases.
• Act as a liaison between internal teams and external service providers for CLO-related inquiries.
• Provide operational guidance on CLO deal documents during drafting and execution.
• Coordinate warehouse facilities and oversee CLO deal closings with stakeholders.
• Review models and analyses for compliance with CLO indenture requirements.
• Assist portfolio managers in trading analyses and asset allocation adjustments.
• Monitor daily reconciliations and compliance reporting for CLO operations.
• Participate in strategic projects to enhance operational efficiency and effectiveness.

Job Requirements

• Bachelor’s degree in a relevant field, with strong analytical and organizational skills.
• 5-8 years of experience in CLO operations, including warehouse and securitization phases.
• Proficiency in CLO systems such as WSO Compliance, Sentry, Solvas, Allvue, and Moody’s Analytics.
• Knowledge of syndicated bank loans, risk retention compliance, and CLO indentures.
• Strong communication skills for client meetings and cross-functional collaboration.
• Experience managing outsourced providers and ensuring operational excellence.
• Proficiency in Excel and Bloomberg; familiarity with SQL and database tools is desirable.
• Demonstrated ability to manage complex projects and drive operational improvements.