Franklin Templeton · 1 month ago
CLO Analyst
Pasadena, California, United States of America
Full-time
Onsite
Senior Level
$140K/yr - $155K/yr
5+ years expWestern Asset Management is focused on supporting clients' financial goals through fixed-income management. The CLO Desk Analyst will support Portfolio Managers with trade execution, portfolio analytics, and credit monitoring, contributing to the overall performance and growth of leveraged loan and CLO activities.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Assist PMs with trade preparation, allocation, and compliance verification for loan and CLO tranche transactions
Maintain accurate daily records of exposures, liquidity, cash balances, pipeline, and portfolio risk
Track primary and secondary market activity, price color, flows, and technicals across loans and CLO tranches
Support scenario analysis for portfolio repositioning, risk budgeting, and relative-value opportunities
Gather, update, and analyze borrower-level financials, covenant packages, rating changes, and event-driven news
Support CLO collateral modeling including WARF, WAS, WAL, CCC buckets, documentation tests, and par metrics
Maintain deal- and issuer-level data sets used for credit selection and ongoing monitoring
Contribute to investment memos, credit reviews, and internal portfolio discussions
Run cash flow models, structural analyses, and stress tests for CLO tranches
Track manager behavior, deal performance trends, reinvestment activity, and structural features across deals
Maintain updated tranche and deal dashboards to support PM decision-making
Produce daily and weekly reporting packages: performance, exposures, risk metrics, liquidity, pipeline, and attribution
Reconcile data across systems, pricing feeds, trustee reports, and internal risk systems
Maintain accuracy of models, databases, and dashboards used for investment and portfolio oversight
Audit and reconcile monthly reports with trustee, shadow trustee and internal systems to ensure accurate calculations across tests in CLO reports
Liaise with operations, risk, compliance, and technology teams on trade settlement, corporate actions, and lifecycle events
Ensure timely and accurate updating of pricing, reference data, and model inputs
Assist in audit requests and regulatory inquiries as needed
Qualification
Required
A minimum of 5 years of experience in the asset management space with 2–3+ years of that experience in leveraged loans, CLOs, structured credit, or related investment/analytics roles
Strong analytical capabilities with advanced Excel proficiency; familiarity with CLO modeling tools
Ability to work in a fast-paced trading environment with excellent attention to detail
Strong written and verbal communication skills
Self-motivated with the ability to manage multiple priorities simultaneously
Experience with Bloomberg, loan settlement platforms, and credit data systems (Markit, LCD, Intex, WSO)
Understanding of CLO documentation, indentures, and trustee reporting
Preferred
Familiarity with the programming architecture required to develop automated data analysis (Python, SQL, VBA) a plus but not required
Benefits
Discretionary bonuses
Short and long-term incentive packages
Company-sponsored benefit programs
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-01-22
2026-01-16
2026-01-16
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