Russell Tobin · 1 day ago
CLO Portfolio Management Analyst
NYC Metro Area
Full-time
Onsite
Mid Level
$130K/yr - $160K/yr
4+ years expRussell Tobin is seeking an Analyst to support a Fixed Income Secured Lending platform based on-site in New York. This role focuses primarily on a CLO Warehousing portfolio, providing financing to CLO managers ramping portfolios ahead of capital markets issuance.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Ethan VanderBrink
Responsibilities
Day-to-day oversight of the CLO Warehousing portfolio across the US and Europe
Track and review borrower and trustee reporting
Maintain and calculate lending covenants and collateral performance
Oversee and process client funding requests
Prepare loan-level and asset-level reporting on a monthly, quarterly, and annual basis
Assist with portfolio analytics and presentation materials for senior management
Support preparation of quarterly and annual portfolio reviews
Assist with amendment and waiver requests, including risk impact analysis
Conduct market and asset-level research
Review proposed CLO warehousing transactions to assess risk profile
Partner with internal technology teams to enhance systems and improve processes
Qualification
Required
4–6+ years of experience in finance, accounting, or operations
Experience in banking, asset management, structured products, rating agencies, or accounting firms
Exposure to structured products or corporate credit (CLOs, leveraged loans, ABS, RMBS, CMBS)
Advanced Excel skills (pivot tables, data analysis, reporting)
Strong PowerPoint and business writing skills
Bachelor's degree in Finance, Accounting, Business, or related field
Preferred
Strong attention to detail
Analytical and proactive
Team-oriented with an ownership mindset
Comfortable in fast-paced, regulated environments
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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