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Overview: In this role you will support the Global Capital Solutions’ Structured Products Surveillance Team, focusing on U.S. private credit. You will monitor and analyze CLO portfolios, support financing and amendment activities, and coordinate with internal and external stakeholders to ensure accurate reporting and risk management. You’ll contribute to platform enhancements and automation projects that strengthen compliance and data integrity. This is a hands-on, cross-functional role with meaningful impact on portfolio surveillance and investor reporting. You will work in a collaborative, high-performance environment aligned with our values and mission. Compensation / Benefits Comprehensive Medical/Rx, Dental and Vision plans 401(k) with company match Flexible Savings Accounts (FSA) HSA with company contribution Life Insurance; Disability coverage EAP and commuter benefits
Responsibilities: Monitor private credit portfolios across CLO transactions and prepare surveillance reports for Portfolio Managers Reconcile monthly Trustee reports and quarterly payment date reports for accuracy Investigate discrepancies across reporting sources and data Monitor OC tests, concentration limits, collateral quality tests and other structural requirements Assist with new CLO issuances, refinancings, resets and amendments Coordinate data requests and reporting with legal, trustees, fund accounting, operations and rating agencies Support projects to strengthen the global CLO platform including reporting enhancements and automation
Key requirements: 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 Strong attention to detail and organizational skills Strong analytical and quantitative problem-solving abilities Strong written and verbal communication capabilities Team-oriented mindset with proactive problem-solving Team collaboration Effective communication Detail-oriented CLO mechanics and documentation Portfolio surveillance and reporting Data analysis and reconciliation

Also on the board Same function, level within a rung

Level

Senior

Location

Brooklyn, NY

Occupation

Credit Analysts

Industry

International, Secondary Market, and All Other Nondepository Credit Intermediation

Posted

today

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