CLO Operations Analyst/Associate - Charlotte

Location: Charlotte Role Type: Full Time

We have an exciting opportunity to work with one of our prestigious clients within the Collateralized Loan Obligations (CLO) space. The ideal candidate will have a minimum of 2 years’ relevant financial experience, specifically with CLO/CDO knowledge.

Key responsibilities

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Review CDO/CLO indenture documents to identify key compliance requirements .

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Support the day‑to‑day lifecycle of CLO transactions, including asset reconciliations, reporting tasks, and cash flow updates.

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Process and settle bond and bank loan trades , and assist with cash investments as directed.

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Work with trustees, custodians, rating agencies, and portfolio managers to resolve basic transaction questions .

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Maintain accurate records of asset‑level activity, collateral performance, and deal information .

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Track asset attributes such as accruals, ratings, and industry classifications.

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Perform regular reconciliations to ensure data accuracy.

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Support the onboarding of new CLO transactions and assist with required setup tasks.

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Identify and resolve simple data errors or discrepancies .

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Stay current on structured credit concepts and basic regulatory requirements.