CLO, Funds & Loan Operations Associate
Summary
Manages CLO and leveraged loan portfolios through documentation review, administration, and process improvement using automation, data analytics, and Python.
Role: CLO, Funds &
Loan Operations Associate
Location: Manchester City Centre, 4 days a week in the
office, central Manchester
Start Date: ASAP
Duration: 6 Months initially
Daily Rate: Competitive Day Rate, Inside IR35
Payroll provider – Rockford Payroll Info for Contingent Workers –
Rockford Pay
This is an exciting opportunity to join
Deloitte Operations for an engagement with one of our clients.
Job Description
We are seeking an experienced CLO,
Funds & Loan Operations Associate to support the onboarding,
administration, and ongoing management of CLO and leveraged loan portfolios.
The role combines deep knowledge of syndicated loan documentation, structured
credit products, and loan operations with a strong focus on process improvement,
automation, and data quality.
Key responsibilities include:
- Review and validate loan documentation, including
LMA and LSTA agreements, to support asset onboarding and portfolio
management.
- Manage loan administration activities across CLO
portfolios, ensuring accurate maintenance of positions, settlements,
cashflows, and reference data.
- Support CLO warehouse facilities, including
funding requests, portfolio reporting, and investor reporting
requirements.
- Perform quality assurance and oversight of
operational workflows, ensuring adherence to controls, procedures, and
escalation protocols.
- Utilise loan administration platforms such as
Solvas, Loan IQ, Polaris, or similar systems.
- Drive process improvement initiatives, leveraging
automation, AI, and data analytics to increase operational efficiency and
reduce manual effort.
- Work closely with portfolio managers, trustees,
lenders, investors, and internal stakeholders to support day-to-day
portfolio operations.
Key Skills
- CLO and Structured Credit Operations
- Leveraged Loans and Syndicated Loans
- LMA and LSTA Documentation
- Loan Administration Platforms (Solvas, Polaris,
Loan IQ)
- Cashflow and Funding Management
- Portfolio Reporting
- Data Governance and Quality Assurance
- Process Automation and AI Tools
- Python and Operational Analytics
- Stakeholder Management
Ideal Profile
- 2-5+ years' experience within CLO, leveraged
loan, loan servicing, fund administration, or structured credit
operations.
- Strong understanding of loan lifecycle events,
trade settlement, onboarding, and portfolio maintenance.
- Experience working with CLO managers, fund
administrators, investment banks, or asset managers.
- Proven track record of improving operational
processes through automation and technology.