Vice President, CLO Compliance & Portfolio Testing

Responsibilities: Monitor portfolio compliance with investment guidelines and financing requirements, investigating exceptions and coordinating resolutions. Analyze proposed transactions and portfolio scenarios to assess their impact on investment limits and portfolio positioning. Identify opportunities to improve portfolio efficiency and support investment decisions. Prepare portfolio reporting and respond to internal requests for holdings data and analytical support. Review periodic cash flow calculations and distribution schedules. Partner with internal teams and external service providers to maintain accurate data and timely reporting.

Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 10+ years of relevant experience in credit portfolio analytics, compliance, or investment operations. Experience with structured financing arrangements and corporate credit investments. Strong analytical and financial modeling skills, including advanced Excel proficiency. Proficiency with portfolio management, accounting, or investment analytics systems. Experience coordinating with internal stakeholders and external service providers. Strong attention to detail, communication skills, and ability to manage competing deadlines. Programming experience is a plus.