Nuveen Leveraged Finance, CLO Research Analyst

$138,800 - $195,000/Yr

Nuveen Investments - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

11-50 employees

About the position

The CLO Research Analyst at Nuveen Leveraged Finance is responsible for conducting in-depth research and analysis of CLO tranche investments. This role involves monitoring market trends, performing credit analysis, and collaborating with various teams to support investment decisions and optimize the firm's CLO portfolio. The analyst will also assist in due diligence, prepare investment proposals, and develop methodologies to enhance research quality.

Responsibilities

• Perform detailed fundamental credit analysis and financial modeling for CLO Tranche investing; present CLO investment analysis to investment committee.
• Participate in ongoing monitoring of the new issue and CLO secondary market for investment ideas.
• Assist in the preparation of investment memos, facilitate analysis of new investment opportunities, and conduct manager due diligence.
• Monitor and maintain metrics on the firm's CLO portfolio, including ongoing surveillance of current positions.
• Prepare and present detailed surveillance reports on the positions and portfolios managed by the team.
• Present and report on market trends.
• Review and negotiate legal documentation; track legal language regarding CLO investments.
• Collaborate closely with the team's structurers and portfolio managers on the Symphony CLO platform, and business development executives on new projects.
• Assist in the preparation of investment proposals for prospective investors and presentations or responses to questions from existing investors.
• Support the development of technology business solutions designed to improve internal record keeping, monitoring, and reporting capabilities.
• Coordinate with the firm's investment operations team.

Requirements

• 5 to 7 years' experience within CLO markets.
• Bachelor's degree in finance, accounting, engineering, computer science or related fields with proven academic success.
• Experience in CLO research, investments or rating agencies.
• Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail.
• Proficient in Intex, Sequel, MatLab, Python.

Nice-to-haves

• Knowledge of programming and related technologies.

Benefits

• Comprehensive Total Rewards package including retirement program and competitive health, wellness, and work-life offerings.