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Job Description
Hiring : CLO Surveillance & Financial Modeling Professional
Location : Mumbai(Sakinaka) | Hybrid Work Model (4 Days WFO / 1 Day WFH)
Shift Timings : 1 :00 PM - 10 :00 PM IST
Experience Required : 7-10 Years
Employment Type : 1-Year Contract
About the Role :
We are looking for experienced professionals with strong expertise in CLO Surveillance, Financial Modeling, Portfolio Analytics, and Structured Finance. The ideal candidate should possess strong analytical capabilities, experience working with CLO portfolios, and the ability to collaborate across multiple stakeholder groups in a fast-paced investment environment.
Key Responsibilities :
Portfolio Monitoring & Analytics:
- Carry out analysis on CLO portfolios and leveraged loan funds to assess portfolio risks and strategy
- Analyze and validate historical portfolio performance metrics
- Monitor portfolio metrics as outlined in deal documents, including :
- a. Coverage Tests
- b. Collateral Quality Tests
- c. Concentration Limitations
- Reconcile trustee reports and payment date reports with internal financial models and resolve discrepancies
- Review and interpret legal documentation such as indentures and related portfolio agreements
Surveillance Models & Reporting :
- Own and enhance existing financial models and surveillance tools
- Support CLO-related data requests for internal portfolio management teams and external stakeholders
- Troubleshoot and improve surveillance processes and reporting frameworks
- Collaborate with Operations, Accounting, IT, Portfolio Managers, Credit Analysts, and senior stakeholders
- Identify process gaps and recommend scalable improvements
Desired Candidate Profile :
- 7-10 years of experience in Structured Finance, CLO Operations, Portfolio Analytics, or Investment Operations
- Strong understanding of CLO mechanics, reporting, and structured credit products
- Experience in financial modeling and portfolio surveillance
- Strong analytical and problem-solving skills with high attention to detail
- Advanced Excel skills are mandatory
- Excellent verbal and written communication skills
- Ability to manage multiple priorities and work independently in a dynamic environment
- Prior experience in asset management or investment operations will be preferred
Educational Qualification :
- Bachelors degree/PG in Finance, Economics, Mathematics, Engineering, Computer -Science, Information Systems, or related disciplines preferred.
Skills
Financial ModelingFinancial AnalysisStructured FinanceInvestment BankingCredit AnalysisInvestment OperationsAsset ManagementPortfolio ManagementReportingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
We are Xpheno (pronounced ‘ex-feeno’), a Specialist Talent Solutions company that offers Direct Hire, RPO, IT Staff Augmentation, Executive Search, Engineering Professional Services & Sales/Support Staffing services. Founders Kamal Karanth and Anil Kumar ET, who have served in marquee staffing companies as Managing Directors in their previous stints, have come together with a seasoned, like-minded team, to lead Xpheno. Xpheno the name, is short for extended phenotype. It is derived from the concept of genes and their effect on the environment. We believe that this concept lends itself to the world of human resources perfectly because when placed in a role that best suits their abilities, people are able to influence large teams and companies. Thereby, having a huge, positive impact on the Eco-system and very often on the way we live. At Xpheno, we understand that organisations need to get talent at the right speed, scale, quality, and at the right costs, or what we call SSQC. However, at the foundation of this are people, and the relationships we build with them. It’s the conversations we have, and the bonds we form that are critical for aspirants to make a decision. Our team’s industry expertise in Life Sciences, Consumer & Retail, Automotive, Construction, Infrastructure and IT enables us to find the right people, for the right role and thereby ensuring that we fulfill our promise every time.
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