ZipRecruiter

Log In

1

Associate Structured Finance Jobs in Connecticut

Valitana LLC

Client Services Associate

Stamford, CT · On-site

$100K - $120K/yr

Position Overview We are seeking a Client Services Associate to join our Vantage Client Services ... Qualifications * 3-5+ years of professional experience in structured finance, fixed income ...

Valitana LLC

Client Services Associate

Stamford, CT · On-site

$100K - $120K/yr

Position Overview We are seeking a Client Services Associate to join our Vantage Client Services ... Qualifications * 3-5+ years of professional experience in structured finance, fixed income ...

The Hartford

Risk Manager, Investment Risk

Hartford, CT · On-site +1

Strong analytical and financial modeling skills, including structured finance cash flow analysis ... If you will be deemed to be a "Covered Associate" under HIMCO's Pay to Play Policy, you will also ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site +1

$85K - $115K/yr

... Associate to join the Corporate Finance team. This role will involve large-scale responsibilities ... Identify and assess key opportunities to enhance the current reporting structure and develop new ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site

$85K - $115K/yr

... Associate to join the Corporate Finance team. This role will involve large-scale responsibilities ... Identify and assess key opportunities to enhance the current reporting structure and develop new ...

AmCap Incorporated

Investment Associate

Stamford, CT · On-site

$125K - $150K/yr

The Associate will work closely with senior team members across all stages of the investment ... Lead market and property research, underwriting, financial modeling, deal structuring, financing ...

next page

Showing results 1-20

All JobsAssociate Structured Finance JobsAssociate Structured Finance Jobs in Connecticut

Associate Structured Finance information

What are Associate Structured Finance professionals?

Associate Structured Finance professionals are financial analysts or associates who work within investment banks or financial institutions, specializing in the structuring, analysis, and management of complex financial products like asset-backed securities, mortgage-backed securities, and other securitized products. They play a key role in evaluating financial assets, conducting due diligence, building financial models, and supporting deal execution. Their responsibilities also include preparing reports, working with clients, and coordinating with other teams to ensure transactions comply with regulatory and risk management standards. This role is critical for facilitating the flow of capital in financial markets by transforming illiquid assets into marketable securities.

What is the difference between Associate Structured Finance vs Associate Investment Banking?

AspectAssociate Structured FinanceAssociate Investment Banking
Required CredentialsBachelor's degree, finance or related field; some roles prefer CFA or similar certificationsBachelor's degree, finance, economics, or related; often CFA or MBA preferred
Work EnvironmentFinancial institutions, specializing in structured products and debt issuanceInvestment banks, focusing on mergers, acquisitions, and capital raising
Employer & Industry UsageUsed mainly in banking, asset management, and specialized finance firmsCommon in large investment banks and financial advisory firms
Common Search & ComparisonYesYes

Associate Structured Finance and Associate Investment Banking roles share similarities in credentials and work environment but differ in focus. Structured finance involves creating and managing complex debt products, while investment banking centers on advising clients on mergers, acquisitions, and capital markets. Both roles require strong financial analysis skills and relevant certifications, but their day-to-day tasks and industry focus vary.

What are the main challenges an Associate in Structured Finance might face during deal execution, and how can they prepare for them?

Associates in Structured Finance often face tight deadlines, complex financial modeling requirements, and the need to coordinate input from various internal teams and external clients during deal execution. Balancing multiple transactions at different stages, adapting to evolving regulatory standards, and ensuring accuracy under pressure are common challenges. To prepare, candidates should strengthen their project management skills, develop a strong attention to detail, and build effective communication channels with legal, risk, and client-facing teams. Proactive organization and a willingness to learn from senior colleagues can help overcome these hurdles and contribute to successful deal outcomes.

What are the key skills and qualifications needed to thrive as an Associate in Structured Finance, and why are they important?

To thrive as an Associate in Structured Finance, you need a solid background in finance or economics, strong analytical abilities, and experience with financial modeling, often supported by a relevant degree or CFA certification. Familiarity with Excel, VBA, financial databases, and deal management systems is typically required. Exceptional attention to detail, effective communication, and strong problem-solving skills help you excel in transaction execution and client interactions. These skills ensure accurate deal structuring, regulatory compliance, and the effective management of complex financial products.
Associate Structured Finance jobs near you

Client Services Associate

Valitana LLC

Stamford, CT • On-site

$100K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

About Valitana
Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider - Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.
Position Overview
We are seeking a Client Services Associate to join our Vantage Client Services team. In this role, you will develop expertise in CLO and ABL deal structures while learning to model transactions within Valitana's platform and support institutional clients with day-to-day platform needs. You will build the technical, analytical, and client service skills needed to grow in the structured finance space. This is a hands-on, client-facing role for an analytically minded professional eager to build deep expertise in structured finance and FinTech.
Responsibilities
  • Support the modeling of CLO and ABL deals within Vantage, Valitana's OMS & PMS with the guidance of senior members on the team.
  • Assist with indenture analysis to help translate deal documentation into platform configurations and compliance frameworks.
  • Support the configuration and ongoing maintenance of compliance testing for managed deals and Separately Managed Accounts (SMAs).
  • Deliver responsive, white-glove support to institutional clients - including CLO managers, CLO investors, hedge funds, and asset managers - escalating complex requests as needed.
  • Help build custom metrics, workflows, and Excel models tailored to client-specific needs, using the Valitana plugin for data integration and calculations.
  • Assist clients with onboarding, data uploads, and ongoing platform usage to drive adoption and value realization.
  • Contribute to internal documentation, knowledge-sharing, and continuous improvement of client service processes.

Qualifications
  • 3-5+ years of professional experience in structured finance, fixed income, financial operations, or a related analytical role. Exposure to CLO or ABL deals is strongly preferred.
  • Foundational understanding of structured finance concepts, with eagerness to develop expertise in CLO mechanics - including waterfalls, OC/IC tests, concentration limitations, and reinvestment criteria.
  • Interest in or familiarity with reading and interpreting indentures and other deal documentation.
  • Client-facing experience in a consulting, client services, financial operations, or relationship management capacity.
  • Proficiency in Excel, including advanced functions and data analysis.
  • Strong verbal and written communication skills, with the ability to explain analytical concepts clearly to clients.
  • Detail-oriented with strong organizational skills.
  • Resourceful, with the ability to work both independently and as part of a team.
  • Bachelor's degree from an accredited institution; degrees in Finance, Mathematics, Engineering, or a related quantitative field preferred.
  • AI literacy preferred - comfort using AI tools to accelerate research, analysis, or client deliverables.

What We Offer
Base salary range for this role is $100,000 to $120,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.
Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.
Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Apply