CNO Financial Group CLO Portfolio Analyst HYBRID Carmel, IN in Carmel, Indiana
40|86 is hiring Portfolio Analyst in the Leveraged Loan Group. The group currently manages about $1.25B in leveraged loans within collateralized loan obligation (CLO) structures and $960M in CLO debt securities. The individual will be primarily responsible for ensuring that our portfolios adhere to investor requirements as is expected to learn about fundamental credit analysis, portfolio and risk management, and structured credit to contribute to the investment process.
This is your opportunity to be a part of the growing investment subsidiary of CNO Financial Group.
As a CLO Portfolio Analyst, your responsibilities will include:
Ensure monthly and quarterly reports are accurate and distributed to investors
Monitoring compliance with indenture requirements and identifying tests at risk of failure
Ensuring ongoing compliance requirements with global risk retention
Preparing and recommending quarterly dividends for our CLO originator
Working with the traders and trustees in determining our daily investable cash
The CLO Portfolio Analyst position is well-suited for you if you:
Have a strong passion for financial markets
Willingness to learn, ask questions, and accept guidance and help
Assertive and willing to share and debate ideas openly
Would like to continue to develop
Possess strong written and oral communication skills
Qualified candidates will have:
Bachelor’s degree in Economics, Math, Computer Science, or analytical Liberal Arts major
0-1 years of experience, inclusive of internship experience. Upcoming May grads are welcome to apply!
Interest in pursuing CFA designation in the future
Proficiency in Excel. The role will train you in VBA.
Python is a plus, but not required
This role is a hybrid role, from CNO’s ( Carmel, IN) Office. You will need to be located within a commutable distance of the office, and your work time will be split between work-from-home and in-office. On average, you will work 5 - 15 days per month from the corporate office.
CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.
We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.
At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.
If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.
Category: Investment Finance
Job Type: Full-Time