CLO Structuring Associate Job Northern Kentucky USA,Finance & Banking

Location: Northern

Job Description Summary

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

Job Summary

Essential Duties and Responsibilities

Support the structuring and execution of new issue, reset, and refinancing CLO transactions.
Set up and run CLO models for both 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 (e.g. – NDAs, rating agency engagement)

Knowledge, Skills, and Abilities

Knowledge of CLO structures, and portfolio and waterfall indenture mechanics.
Capital markets concepts and securitization processes.
Skill in 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 work streams across multiple active transactions.
Communicate clearly and concisely with senior structurers and cross‑functional partners.
Work effectively in a high‑pressure, transaction‑oriented environment.
Identify risks, ask the right questions, and elevate issues appropriately.
Continuously expand technical expertise in CLO markets and structuring mechanics.

Educational/Previous Experience Requirements

Education/Previous Experience Bachelor's Degree (B.A.) and three (3) to five (5) years of experience in the financial services industry.

OR ~ Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications Required

FINRA licenses – Securities Industry Essentials (SIE)
Series 7
Series 63 & Series 79
Unlicensed candidates will be required to obtain registrations within 180 days

Travel Required:

No

Education Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance

Work Experience General Experience - 3 to 6 years

Certifications

Salary Range $80,000.00-$

Travel Less than 25%

Workstyle Resident

Benefits

medical, dental, and vision
life insurance
critical illness insurance and accident insurance
disability benefits
retirement savings
paid time off (including vacation, holidays, and sick leave)
parental leave

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

To view more details of the benefits offered, visit

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…