CLO Analyst

Join Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. What You’ll Do The CLO Analyst will be a member of our CLO management and tranche investing teams. Responsibilities include independently evaluating investment opportunities, assessing investment risks, developing investment recommendations, maintaining portfolio analytics and data, and monitoring performance and compliance. The role requires strong analytical skills, sound judgment, attention to detail, familiarity with leveraged loans and CLO structures (or other structured products), and the ability to collaborate across trading, portfolio management, research, operations, and client-service functions. Key Responsibilities:Independently monitor the leveraged loan and CLO markets for investment opportunities, including:Reviewing investment bank materials and market color for opportunities and risksMonitoring dealer offers and secondary-market opportunitiesReviewing BWIC activityTracking primary-market transactions and new issues for investment opportunitiesIndependently evaluate portfolio and security-level performance, relative value, and investment risks to identify opportunities and develop investment recommendationsAnalyze and evaluate loan market activity and trading opportunities, making recommendations on potential transactions based on market conditions, relative value, and portfolio objectivesAggregate, review, and organize sell-side research relevant to leveraged loans, CLO tranches, and Trestles portfoliosAnalyze and interpret CLO portfolio performance trends, identify emerging risks and opportunities, and recommend portfolio adjustments when appropriateMonitor Trestles CLO compliance tests and portfolio constraints; recommend remedies where necessaryManage the ACLOX repo portfolio, including evaluating and selecting investment opportunities, constructing the portfolio within established risk parameters, and executing trades as responsibilities expandConduct ongoing analysis of portfolio characteristics, concentration limits, collateral quality, and other CLO performance metricsMaintain CLO cash schedules, noting key focus areasDevelop and maintain analytical frameworks, portfolio data, and recurring reporting infrastructureDevelop and prepare quarterly portfolio analytics for quarterly review meetings and reporting packagesIdentify and help resolve research-data discrepancies, unexpected analytical results, and reporting issuesHelp maintain and improve a centralized repository of relevant market and portfolio researchProactively liaise with internal account teams regarding portfolio data, reporting, and information requestsCreate responses to ad hoc client and account-team data requestsIdentify research, market data, and thematic content that may be useful for business-development initiativesWhat You’ll Bring We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply. Qualifications:1-3 years relevant experienceBachelor’s degree requiredCurrently pursuing or interested in obtaining the CFA designationGenuine interest in credit markets, corporate finance, and investingStrong attention to detailIntellectual curiosity and willingness to learnSound judgment and a strong work ethicAbility to synthesize complex financial information into concise, actionable insightsAbility to receive and incorporate feedbackWhat We OfferComprehensive health, dental, and vision insurance for you and your dependents401(k) with employer matchingPaid time off, including an annual Employee Volunteer DayLife, Critical Illness, Disability, and Accidental Injury InsuranceEmployee Assistance ProgramInclusive and supportive workplace cultureCompany events and employee discount programsOur Core ValuesWe place our clients’ interests firstWe act with integrityWe achieve excellence through accountability and collaborationWe empower our employeesWe are respectfulWe value communityLocation: Hybrid – Newport Beach, CA. This position requires in-office attendance 4 days per week, Monday through Thursday. Compensation Range: $85,000 - $110,000 plus discretionary bonus. The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state. Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters. Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance. Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.