CLO Modeler
Robert Half · Charlotte, North Carolina, United States
FULL TIMEpermanent
Job Description
CLO Modeler / Structured Finance Analytics Associate
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Hybrid, Charlotte, Chicago, Houston or Boston We are seeking a CLO Modeler to join a structured finance analytics team supporting new issuances, transaction maintenance, reporting, and cash flow analysis. This role is ideal for professionals with hands-on experience modeling CLO transactions within Solvas, CDO Suite, or similar industry platforms.ResponsibilitiesInterpret trust indentures, offering memoranda, and governing transaction documents.Build, maintain, and update CLO transaction models within Solvas and/or CDO Suite.Translate deal documents into waterfall logic, payment priorities, and transaction rules.Configure and test coverage tests, collateral quality tests, triggers, and covenant calculations.Validate model outputs against trustee and investor reports.Support new issuance onboarding, model conversions, and transaction amendments.Generate and analyze cash flow projections, compliance results, and reporting outputs.Perform scenario analysis and stress testing, including default, prepayment, and spread sensitivity analysis.Partner with portfolio managers, operations teams, trustees, and other stakeholders to ensure accurate transaction modeling.QualificationsBachelor's degree in Finance, Accounting, Economics, Mathematics, Engineering, or related field.Experience working with CLOs, structured finance transactions, or securitizations.Hands-on experience with Solvas, CDO Suite, or similar CLO modeling platforms.Strong understanding of CLO deal mechanics, waterfalls, and structured finance concepts.Advanced Excel skills; SQL experience preferred.Ability to interpret legal transaction documents and implement deal structures within modeling platforms.Strong analytical, problem-solving, and communication skills.Preferred ExperienceCLO analytics or modeling experience.Trustee, asset manager, rating agency, or structured finance consulting background.Experience supporting new issuances, refinancings, resets, or deal conversions.Knowledge of syndicated loans, fixed income products, and securitized transactions. xzbcwsv Keywords: CLO, CDO Suite, Solvas, Structured Finance, Waterfall Modeling, Securitization, Syndicated Loans, Collateralized Loan Obligations, Cash Flow Modeling, Compliance Testing, SQL, Excel.
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Hybrid, Charlotte, Chicago, Houston or Boston We are seeking a CLO Modeler to join a structured finance analytics team supporting new issuances, transaction maintenance, reporting, and cash flow analysis. This role is ideal for professionals with hands-on experience modeling CLO transactions within Solvas, CDO Suite, or similar industry platforms.ResponsibilitiesInterpret trust indentures, offering memoranda, and governing transaction documents.Build, maintain, and update CLO transaction models within Solvas and/or CDO Suite.Translate deal documents into waterfall logic, payment priorities, and transaction rules.Configure and test coverage tests, collateral quality tests, triggers, and covenant calculations.Validate model outputs against trustee and investor reports.Support new issuance onboarding, model conversions, and transaction amendments.Generate and analyze cash flow projections, compliance results, and reporting outputs.Perform scenario analysis and stress testing, including default, prepayment, and spread sensitivity analysis.Partner with portfolio managers, operations teams, trustees, and other stakeholders to ensure accurate transaction modeling.QualificationsBachelor's degree in Finance, Accounting, Economics, Mathematics, Engineering, or related field.Experience working with CLOs, structured finance transactions, or securitizations.Hands-on experience with Solvas, CDO Suite, or similar CLO modeling platforms.Strong understanding of CLO deal mechanics, waterfalls, and structured finance concepts.Advanced Excel skills; SQL experience preferred.Ability to interpret legal transaction documents and implement deal structures within modeling platforms.Strong analytical, problem-solving, and communication skills.Preferred ExperienceCLO analytics or modeling experience.Trustee, asset manager, rating agency, or structured finance consulting background.Experience supporting new issuances, refinancings, resets, or deal conversions.Knowledge of syndicated loans, fixed income products, and securitized transactions. xzbcwsv Keywords: CLO, CDO Suite, Solvas, Structured Finance, Waterfall Modeling, Securitization, Syndicated Loans, Collateralized Loan Obligations, Cash Flow Modeling, Compliance Testing, SQL, Excel.
Details
| Company | Robert Half |
| Location | Charlotte, North Carolina, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |

