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About the Role

The CLO Structuring Desk Associate supports the structuring and execution of Collateralized Loan Obligation (CLO) transactions by partnering with senior structurers and syndicate teams to analyze collateral pools, model transaction economics, and support new issuance and refinancing activities. The role requires strong quantitative skills and attention to detail, enabling independent delivery of high-quality analysis in a fast-paced, deal-driven environment.

Responsibilities

Support the structuring and execution of new issue, reset, and refinancing CLO transactions.
Set up and run CLO models for investor and rating agency purposes.
Analyze collateral portfolios, including key metric calculations and ensuring data integrity.
Assist with preparation of structuring materials, deal memos, rating agency submissions, investor presentations, and marketing materials.
Monitor warehouse activity.
Track market developments in CLO assets and liabilities for both broadly syndicated and private credit markets.
Handle administrative elements of transactions, such as NDAs and rating agency engagement.

Requirements

Bachelor's Degree (B.A.) and three (3) to five (5) years of experience in the financial services industry, or an equivalent combination of education, experience, and/or training.
Required FINRA licenses: Securities Industry Essentials (SIE), Series 7, Series 63 & Series 79.
Unlicensed candidates must obtain registrations within 180 days.

Skills

Knowledge of CLO structures, and portfolio and waterfall indenture mechanics.
Knowledge of capital markets concepts and securitization processes.
Quantitative modeling and scenario analysis.
Advanced Excel modeling.
Familiarity with CLO modeling systems (e.g., Intex and rating agency models).
Ability to independently manage analytical workstreams across multiple active transactions.
Ability to communicate clearly and concisely with senior structurers and cross-functional partners.
Ability to work effectively in a high-pressure, transaction-oriented environment.
Ability to identify risks, ask the right questions, and escalate issues appropriately.
Ability to continuously expand technical expertise in CLO markets and structuring mechanics.

Location

Resident

Work Type

Resident

Experience Level

3 to 5 years of experience in the financial services industry
3 to 6 years general experience

Education Level

Bachelor’s Degree in Accounting
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Finance

Salary/Compensations

$80,000.00-$175,000.00

Benefits

Medical, dental, and vision insurance
Life insurance
Critical illness insurance and accident insurance
Disability benefits
Retirement savings plan
Paid time off (including vacation, holidays, and sick leave)
Parental leave

About the Company

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

Equal Opportunity

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.