Clo Operations Manager

Overview

• Manage and optimize operational processes for CLOs, ensuring compliance, efficiency, and accuracy in securitization and warehouse lending activities.
• Collaborate with internal teams and external service providers to streamline workflows and enhance operational effectiveness.
• Provide strategic guidance during CLO ramp-up phases, contributing to successful deal execution and operational excellence.
• Oversee asset and cash reconciliations, ensuring data integrity and adherence to industry standards.
• Review trustee reports and compliance documents to support accurate and reliable CLO management practices.
• Engage in cross-functional initiatives to support the growth and expansion of the CLO business.
• Participate in industry events to stay informed of trends and contribute to operational improvements.
• Drive innovation and efficiency in CLO operations by implementing best practices and technological solutions.

Key Responsibilities & Duties

• Lead operational management for CLOs, including warehouse ramp-up and securitization phases, ensuring compliance and efficiency.
• Act as a liaison between portfolio managers, risk teams, and external service providers to resolve operational inquiries.
• Provide operational oversight and guidance during CLO deal structuring and execution phases.
• Coordinate warehouse facilities and manage CLO deal closings with relevant stakeholders.
• Review compliance models and analyses to ensure adherence to CLO indenture requirements.
• Assist portfolio managers with trading analyses and asset allocation adjustments.
• Monitor daily reconciliations and compliance reporting to maintain operational accuracy.
• Participate in strategic projects aimed at enhancing 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.