Vice President, CLO Compliance & Portfolio Testing
Full-time
Nextera Search
A Financial Services Firm based in New York City is seeking an experienced professional to join their team as Vice President, CLO Compliance & Portfolio Testing.
Responsibilities:
- Monitor portfolio compliance with investment guidelines and financing requirements, investigating exceptions and coordinating resolutions.
- Analyze proposed transactions and portfolio scenarios to assess their impact on investment limits and portfolio positioning.
- Identify opportunities to improve portfolio efficiency and support investment decisions.
- Prepare portfolio reporting and respond to internal requests for holdings data and analytical support.
- Review periodic cash flow calculations and distribution schedules.
- Partner with internal teams and external service providers to maintain accurate data and timely reporting.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 10+ years of relevant experience in credit portfolio analytics, compliance, or investment operations.
- Experience with structured financing arrangements and corporate credit investments.
- Strong analytical and financial modeling skills, including advanced Excel proficiency.
- Proficiency with portfolio management, accounting, or investment analytics systems.
- Experience coordinating with internal stakeholders and external service providers.
- Strong attention to detail, communication skills, and ability to manage competing deadlines.
- Programming experience is a plus.
Vacancy posted 3 days ago
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