Senior Associate, Structured Investments
About the role
Member of NAMCO team responsible for analysis of and buy/sell recommendations on investment offerings of middle-market Collateralized Loan Obligations (CLOs), private-credit structured transactions, asset-backed securities, ABF and residential whole loans. Responsible for portfolio surveillance and portfolio management of existing portfolio. Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $24.8 billion in assets under management, and 350,000+ policies and contracts as of June 30, 2026. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.
Responsibilities
- Support the Structured Investments Group for sourcing and underwriting new investments including both public and private structured securities, CFOs, rated feeders and other bespoke structures
- Monitor existing investment holdings by performing regular financial and qualitative reviews to detect changes in credit quality in an effort to minimize losses
- Work closely with the Portfolio Management Group to ensure investment commitments meet portfolio requirements / guidelines
- Support the management of troubled and watch-list assets and recommend sales as appropriate to reduce possible losses
- Support the presentation of transactions to Investment Review Committee
- Support hedging efforts as needed
- Work closely with internal and external legal counsel to document commitments and related maintenance documents
- Meet all internal and external reporting requirements as mandated by management
- Develop and maintain 3rd party manager relationships of SMAs, facilitate the structuring of new SMAs and other mandates
- Perform other duties as assigned
Requirements
- Experience in structured securities, particularly CLOs, private credit and other ABS
- Confidence in making buy/sell recommendations