Order Operations Specialist managing compliance and operational excellence for sales teams at Smartsheet. Analyzing complex deals and collaborating with cross - functional teams in a multinational environment.
About the role
- CLO Operations Manager at PIMCO overseeing day-to-day operational and client service activities for CLOs. Ensuring compliance and efficiency in processes across the CLO business.
Responsibilities
- Serve as the primary point of contact for internal and external partners, including portfolio managers, risk and compliance, and service providers.
- Oversee day-to-day operational and client service activities, monitoring controls such as overdraft reports and outstanding deal compliance.
- Manage CLO operations and risk management, ensuring seamless and efficient processes across the CLO business.
- Connect back, middle, and front office operations, establishing and maintaining internal controls to effectively manage compliance and operations in the CLO Warehouse Lending and Securitization business.
- Review all new CLO Warehousing Lending and Securitization Business documents and participate in special projects to enhance the team’s efficiency and effectiveness.
Requirements
- Minimum of a Bachelor’s Degree required.
- 5-8 years of experience managing CLO operations directly on behalf of a collateral warehouse manager or managing an outsourced provider running CLO operations
- Hands-on experience with managing hypothetical trading processes
- Building and reviewing outsourced providers' models for all CLO indenture level tests, criteria, and credit classifications
- Selecting or reviewing Cov-Lite, Industry Classifications, and Ratings Agency determinations
- Managing CLO warehouse portfolio ramp-up.
- Full CLO cycle experience – from warehouse to securitization, effective date through post-reinvestment period, and best practices in CLO management.
- Demonstrated knowledge of the syndicated bank loans market, risk retention compliance, and CLO indentures credit agreement experience.
- Prior use of CLO operations systems such as WSO Compliance, Sentry, Solvas, Allvue, Moody’s Analytics.
- Excellent written and verbal communication skills, suitable for client meetings.
- Consistent track record managing CLO operations and managing outsourced providers.
- Good working knowledge of Excel and Bloomberg is essential.
- Understanding of SQL and database query tools is desirable.
Benefits
- Discretionary bonus
- Total compensation approach based on performance
- Health insurance
- Inclusion and diversity initiatives
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