CNO Financial Group Portfolio Analyst - Collateralized Loan Obligations in Carmel, Indiana
We are 40|86 Advisors, a performance driven team of talented investment individuals who utilize industry leading systems and resources. We are currently looking for an Investment Analyst who is motivated and self-directed to join our team.
You will be an integral part of our company’s $26B investment collateralized loan obligation team and have the opportunity to gain knowledge of CLO investments. Applicants should demonstrate organization, communication and problem solving skills and be willing to work directly with business partners. .
This role is responsible for ongoing affiliated CLO compliance with indenture tests, investor communications, and portfolio risk management for 40|86 Advisors, the $26B registered investment subsidiary of CNO Financial Group.
Key Job Responsibilities and Accountabilities:
Ensure monthly and quarterly reports are accurate and distributed to investors
Monitor compliance with indenture requirements and identify tests at risk of failure
Ensure ongoing compliance requirements with global risk retention
Prepare and recommend quarterly dividends
Assist in preparing quarterly newsletter
Distribute quarterly newsletter and CLO performance updates to trustees and select investors
Semi-annual update of manager presentation
Develop and maintain various risk models for our bank loan portfolio
Monitor market dislocations and opportunities
Assist in the monthly monitoring of CLO bond investments
May perform additional duties as assigned.
BA/BS - preferably in Finance or Accounting, MBA/MS Finance preferred.
1+ years in banking or institutional investment
Prefer experience with CLO instruments