This role is in office Monday to Thursday. The Role We are seeking a high-output 7athlete8 to sit at the intersection of portfolio management, trading, and structured credit, owning analytics and tooling that improve portfolio construction, monitoring, and trade decision-making across our CLO platform. This person will build and automate Excel- and dashboard-based analytics, data-mine large datasets, run hypothetical trade and test analysis, and support relative value / peer comparisons vs other managers and vehicles. Responsibilities Portfolio monitoring & daily/weekly analytics 9 Produce and maintain daily/weekly portfolio snapshots, dashboards, and KPI packs for PMs/traders (exposures, concentrations, collateral quality, tests, price/rating moves, watchlist signals). 9 Reconcile inputs across trustee reports, internal systems, and market data; ensure data integrity and 7one version of truth.8 9 Track CLO compliance tests and structural triggers; proactively flag potential issues before they become binding constraints. Optimization, trade support & scenario analysis 9 Run pro-forma / hypothetical trade analysis and communicate impacts on OC/IC tests, WARF/WAS/WARF cushion, concentrations, CCC buckets, and other indenture constraints. 9 Partner with PMs and trading to propose optimization ideas (relative value, risk reduction, par build, liquidity management). 9 Support new issue, reset, refi, and warehouse ramp processes with reporting/tie-outs and trade testing. Tooling, automation & data mining 9 Build, enhance, and automate Excel-based portfolio tools (Power Query, Pivot/Power Pivot, advanced formulas, VBA where helpful) and/or integrate with BI dashboards. 9 Design repeatable workflows for ingesting, cleaning, and mapping large datasets (loan terms, ratings, pricing, exposures, test data) and reducing manual steps. Peer / manager comparisons & investor analytics 9 Create benchmarking views to compare portfolios vs peer managers/vehicles (risk posture, quality metrics, concentrations, tail risk, trading cadence, performance drivers) and respond to ad hoc investor and internal questions quickly with data. Stakeholder management 9 Act as a connective hub across PMs, trading, operations/middle office, legal/structuring, and tech/data teams to ensure analytics are accurate, scalable, and decision-useful. Qualifications 9 7+ years of total professional experience within structured finance, credit, or related fields. 9 3-7 years of direct CLO experience, ideally in a collateral manager, trustee, auditor, middle office, ratings, structuring/trading support, or valuation seat. 9 Strong understanding of CLO structures and portfolio test mechanics; ability to interpret governing docs and translate into a model/checklist. 9 Advanced Microsoft Excel: large dataset manipulation, modeling, automation (Power Query/Power Pivot preferred; VBA helpful). 9 Utilized AI tools (e.g., Claude) to aggregate and analyze unstructured data, supporting portfolio construction, stress testing, and ongoing risk surveillance. 9 Experience leveraging AI tools (including Anthropics Claude) to synthesize large datasets, automate research workflows, and enhance decisionmaking. 9 Proven experience producing portfolio reporting (weekly/monthly/quarterly) and reconciling trustee / system outputs. 9 Strong written/verbal communication1 can synthesize complex trade/test impacts into clear 7so what8 recommendations. 9 Hands-on with common CLO / loan / cashflow tooling (Intex, CDO Suite/Solvas, WSO, Nexus, Bloomberg data extraction). 9 SQL and/or Python for data processing, automation, and repeatable analytics. 9 BI/dashboard experience (e.g., Power BI) and ability to publish executive-ready views and self-serve analytics. 9 Experience building internal tools/reports specifically to facilitate daily monitoring, optimizations, and hypothetical tests in partnership with PMs/traders. The base annual salary range for this Connecticut-based position will be $200,000 to $250,000. Actual salary offered will be based on the candidates skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.