CLO Tranche Investing Analyst jobs in United States
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Octagon Credit Investors · 14 hours ago

CLO Tranche Investing Analyst

Octagon Credit Investors is a well-established investment adviser focused on leveraged loan, high yield bond, and structured credit investments. The CLO Tranche Investment Analyst will support the investment team in the CLO investment platform, monitor existing investments, and assist in the preparation of new investment diligence.

Angel InvestmentConsultingFinancial Services
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Growth Opportunities
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Hiring Manager
Howard Barkin
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Responsibilities

Monitor an existing >$3BN portfolio of CLO Equity and Debt
Assist in the preparation of investment memos to facilitate the analysis of new investment opportunities
Review legal documents and track legal language with regard to CLO investments
Participate in the ongoing monitoring of the new issue and secondary CLO market
Work closely with Octagon’s portfolio managers and business development executives on new fund projects
Communicate issues with internal stakeholders related to investment and market examination findings
Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities
Help answer questions pertaining to investment activity, apply judgment in response to day-to-day questions, and follow up with solutions/process improvement
Proactively take on ad hoc projects and provide support for new business initiatives, as needed

Qualification

CLO market experienceAnalytical skillsMicrosoft ExcelMicrosoft WordCLO mechanics understandingProgramming knowledgeProfessional integrityWritten communicationOral communicationAttention to detailTeam player

Required

Bachelor's degree with 1+ years of relevant experience
Strong analytical and computer skills
Strong proficiency in Microsoft Excel and Word
Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail
Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)
Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations
Highly motivated, proactive team player with a positive attitude
Outstanding reputation of professional integrity and maturity
Ability to clearly articulate views and supporting data

Preferred

Strong understanding of CLO mechanics and documentation
Knowledge of programming (VBA, etc.)

Benefits

Medical, dental, vision, life, and disability insurance
Commuter benefits
401(k) matching program
Employee Assistance Program (“EAP”)
Professional designation and licensure assistance
Family support and leaves of absence

Company

Octagon Credit Investors

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Octagon Credit Investors, LLC is a 30+ year old, $34B investment adviser focused on leveraged loan, high yield bond, and structured credit (CLO debt and equity) investments.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2015-11-05Acquired

Leadership Team

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Gretchen Lam
Chief Executive Officer
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Andrew Gordon
Senior Advisor
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Company data provided by crunchbase