Direct experience with CLO structuring, origination, primary/secondary CLO markets, or leveraged loan markets * Familiarity with CLO analytics platforms (e.g., Intex, Kanerai, Moody's Analytics) and ...
Direct experience with CLO structuring, origination, primary/secondary CLO markets, or leveraged loan markets * Familiarity with CLO analytics platforms (e.g., Intex, Kanerai, Moody's Analytics) and ...
Liquid Credit, Portfolio Analytics / Portfolio Optimization (CLO) - Vice President / Principal
Greenwich, CT · On-site
$200K - $250K/yr
Qualifications * 7+ years of total professional experience within structured finance, credit, or related fields. * 3-7 years of direct CLO experience, ideally in a collateral manager, trustee ...
Liquid Credit, Portfolio Analytics / Portfolio Optimization (CLO) - Vice President / Principal
Greenwich, CT · On-site
$200K - $250K/yr
Qualifications * 7+ years of total professional experience within structured finance, credit, or related fields. * 3-7 years of direct CLO experience, ideally in a collateral manager, trustee ...
Liquid Credit, Portfolio Analytics / Portfolio Optimization (CLO) - Vice President / Principal
$200K - $250K/yr
Qualifications * 7+ years of total professional experience within structured finance, credit, or related fields. * 3-7 years of direct CLO experience, ideally in a collateral manager, trustee ...
Liquid Credit, Portfolio Analytics / Portfolio Optimization (CLO) - Vice President / Principal
$200K - $250K/yr
Qualifications * 7+ years of total professional experience within structured finance, credit, or related fields. * 3-7 years of direct CLO experience, ideally in a collateral manager, trustee ...
Associate CLO Research Analyst - Hybrid
Farmington, CT · On-site
$117K - $156K/yr
... CLO Research Analyst ... About the Role Working closely with the Assistant Director of CLOs and the Head of Structured ...
Associate CLO Research Analyst - Hybrid
Farmington, CT · On-site
$117K - $156K/yr
... CLO Research Analyst ... About the Role Working closely with the Assistant Director of CLOs and the Head of Structured ...
Associate CLO Research Analyst - Hybrid
Farmington, CT · Hybrid
$117K - $156K/yr
... CLO Research Analyst ... About the Role Working closely with the Assistant Director of CLOs and the Head of Structured ...
Associate CLO Research Analyst - Hybrid
Farmington, CT · Hybrid
$117K - $156K/yr
... CLO Research Analyst ... About the Role Working closely with the Assistant Director of CLOs and the Head of Structured ...
Investment Policy Senior Analyst/Manager
Stamford, CT · On-site
$85K - $145K/yr
... Policy Director, to join our U.S. team with a specialized focus on Securitized Credit and ... CLO strategies * Review and interpret complex investment guidelines for CLOs, structured credit ...
Investment Policy Senior Analyst/Manager
Stamford, CT · On-site
$85K - $145K/yr
... Policy Director, to join our U.S. team with a specialized focus on Securitized Credit and ... CLO strategies * Review and interpret complex investment guidelines for CLOs, structured credit ...
Investment Policy Senior Analyst/Manager
Stamford, CT · On-site
$85K - $145K/yr
... Policy Director, to join our U.S. team with a specialized focus on Securitized Credit and ... CLO strategies * Review and interpret complex investment guidelines for CLOs, structured credit ...
Investment Policy Senior Analyst/Manager
Stamford, CT · On-site
$85K - $145K/yr
... Policy Director, to join our U.S. team with a specialized focus on Securitized Credit and ... CLO strategies * Review and interpret complex investment guidelines for CLOs, structured credit ...
Director Clo Structuring information
What is the difference between Director Clo Structuring vs Loan Officer?
| Aspect | Director Clo Structuring | Loan Officer |
|---|---|---|
| Required Credentials | Typically requires a finance or real estate background, certifications like CCIM or similar | Requires mortgage licensing, possibly NMLS certification |
| Work Environment | Works in corporate or real estate firms, focusing on structuring complex CLO deals | Works at banks, mortgage companies, or lending institutions, focusing on loan origination |
| Industry Usage | Commonly used in finance, real estate investment, and structured finance sectors | Primarily used in banking, mortgage lending, and retail lending sectors |
The main difference is that a Director Clo Structuring specializes in creating complex collateralized loan obligations, requiring advanced financial expertise, while a Loan Officer focuses on originating and processing individual loans, often with licensing requirements. Both roles operate within the finance industry but serve different functions and client needs.
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Product Specialist, CLOs & Bank Loans, (Senior Associate)
Stamford, CT • On-site
Full-time
Re-posted 25 days ago
Job description
The Product Manager sits alongside our Portfolio Management and Structuring Teams helping develop content for investor meetings, respond to investor requests, and drive new product initiatives with a specialization in originated CLOs and bank loan strategies. Further, the Product Strategist serves as an important link between the investment and distribution teams. The strategist functions as a subject matter expert for originated CLOs and loan strategies, providing product commentary and responding to ad-hoc client inquiries, and supporting client-facing conversations. This role is based in our Stamford, CT office, full-time.
Responsibilities
Key Responsibilities:
- Help create materials across the full suite of investment capabilities for current and prospective clients and internal partners, including marketing teams. This includes client decks, RFPs and Due Diligence Questionnaires, with specialization on originated CLOs and bank loan strategies
- Responsible for responding to investor questions, including the review and synthesis of data to clearly communicate portfolio positioning, performance attribution, risk attributes, investment structures and views of the team and convey this information effectively to clients
- Responsible for maintaining a deep understanding of the evolving investment needs, product structures (i.e. jurisdictions, liquidity profiles, fees, vehicle types, etc.) and competitive landscape for both institutional and retail asset managers
- Coordinate with and support our distribution and client service teams to cultivate and support new business opportunities and to service our existing institutional client base
- Act as a subject matter expert for originated CLOs and loan strategies, providing product commentary, performance attribution, responding to ad-hoc client requests, and participating in client conversations
- Assist the distribution team on the engagement of existing clients for re-ups and cross marketing opportunities
- Work with CLO Structuring to maintain database of investor accounts in deals and funds
Qualifications
Basic Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field
- 5+ years of experience in product strategy, product management, investment management, CLO structuring, or investment banking within asset management or financial services
- Strong knowledge of fixed income markets, including leveraged loans, CLOs, and structured credit
- Demonstrated ability to interpret and communicate portfolio positioning, performance attribution, and risk analytics to both technical and non-technical audiences
- Experience supporting or collaborating with distribution/sales teams in an institutional asset management or financial services environment
- Proficiency in creating and contributing to client-facing materials, including pitch books, RFPs, DDQs, market and investment commentaries, and thought leadership content
- Excellent written and verbal communication skills, with the ability to distill complex investment concepts into clear, compelling narratives
- Strong organizational skills and the ability to manage multiple priorities and deliverables across global teams simultaneously
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with data/reporting tools
Preferred Qualifications:
- Direct experience with CLO structuring, origination, primary/secondary CLO markets, or leveraged loan markets
- Familiarity with CLO analytics platforms (e.g., Intex, Kanerai, Moody's Analytics) and portfolio management systems
- Demonstrated intellectual curiosity and a proactive approach to staying current on market developments, competitive dynamics, and evolving client needs
We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.
We are not seeking agency assistance for this position.
Salary Range
Annual base salary between
$0.00-$150,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Guggenheim Build America Bonds Managed Duration Trust
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Lisle, IL, US