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About the Role
Valitana is seeking a Client Services Associate with deep CLO modeling expertise to join our Vantage Client Services team. This senior, client-facing role combines structured finance fluency, technical platform mastery, and white-glove service, serving as a subject matter expert on CLO and ABL deal structures within Valitana's platform.
Responsibilities
- Model CLO and ABL deals within Vantage, Valitana’s OMS & PMS, ensuring accurate representation of deal structures, waterfalls, and tranches.
- Perform indenture analysis to translate deal documentation into platform configurations and compliance frameworks.
- Configure and maintain compliance testing for managed deals and Separately Managed Accounts (SMAs).
- Serve as a trusted advisor to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — by delivering white-glove support and responding promptly to complex requests.
- 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.
- Act as a subject matter resource for less senior team members and contribute to internal knowledge-sharing on CLO structures and modeling best practices.
Requirements
- 5–7+ years of professional experience in structured finance, CLO modeling, fixed income, or financial operations, with direct experience modeling CLO and/or ABL deals.
- Demonstrated ability to read and interpret indentures and translate deal terms into modeling and compliance logic.
- Strong understanding of CLO mechanics — waterfalls, OC/IC tests, concentration limitations, and reinvestment criteria — and familiarity with ABL structures.
- Prior client-facing experience in consulting, client services, or relationship management capacity.
- Proficiency in Excel, including advanced functions and data analysis.
- Excellent verbal and written communication skills, with the ability to explain complex structured finance concepts clearly to clients.
- Detail-oriented with strong organizational skills.
- Management or mentorship experience is highly valued.
- AI literacy preferred — comfort using AI tools to accelerate research, analysis, or client deliverables.
- Applicants must have the existing right to work in the United Kingdom.
Skills
- CLO modeling
- ABL modeling
- Structured finance
- Fixed income
- Financial operations
- Indenture analysis
- Compliance configuration
- Platform adoption
- Excel
- Data analysis
- Communication skills
- Organizational skills
- AI literacy
Location
- United Kingdom
Work Type
- Remote
- Full-time
Experience Level
- Senior
Education Level
- Bachelor's degree in Finance, Mathematics, Engineering, or a related quantitative field.
Salary/Compensations
- GBP 70,000 – 100,000
- Annual performance bonus
Benefits
- All UK statutory benefits
- Workplace pension scheme with employer contributions
- Statutory annual leave
- Statutory sick pay
- Statutory family leave entitlements
About the Company
- 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.
Equal Opportunity
- Valitana is an equal opportunity employer.
- We are committed to providing a working environment free from discrimination and welcome applications from all qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in line with the Equality Act 2010.
- We are committed to making our recruitment process accessible to all candidates. If you require any reasonable adjustments at any stage of the process, please let us know and we will be happy to accommodate.