The Role
The role involves modeling CLO and ABL transactions, performing indenture analysis, ensuring compliance, and providing support to institutional clients while mentoring less senior team members.
Summary Generated by Built In
About Valitana
Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.
Position Overview
We are seeking a Client Services Associate with deep CLO modeling expertise to join our Vantage Client Services team. In this role, you will serve as a subject matter expert on CLO and ABL deal structures, modeling complex transactions within Valitana's platform and partnering directly with sophisticated institutional clients to ensure accurate compliance configuration, indenture interpretation, and platform adoption. This is a senior, client-facing role that combines structured finance fluency, technical platform mastery, and white-glove service.
Responsibilities
Qualifications
The base salary range for this role is GBP 70,000 – 100,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive all UK statutory benefits, including a workplace pension scheme with employer contributions, statutory annual leave, statutory sick pay, and statutory family leave entitlements.
Please note that this role is a remote position that does not offer visa sponsorship. Applicants must have the existing right to work in the United Kingdom. We are committed to making our recruitment process accessible to all candidates. If you require any reasonable adjustments at any stage of the process, please let us know and we will be happy to accommodate.
Valitana is an equal opportunity employer. We are committed to providing a working environment free from discrimination and welcome applications from all qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in line with the Equality Act 2010.
Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.
Position Overview
We are seeking a Client Services Associate with deep CLO modeling expertise to join our Vantage Client Services team. In this role, you will serve as a subject matter expert on CLO and ABL deal structures, modeling complex transactions within Valitana's platform and partnering directly with sophisticated institutional clients to ensure accurate compliance configuration, indenture interpretation, and platform adoption. This is a senior, client-facing role that combines structured finance fluency, technical platform mastery, and white-glove service.
Responsibilities
- Model CLO and ABL deals within Vantage, Valitana’s OMS & PMS, ensuring accurate representation of deal structures, waterfalls, and tranches.
- Perform indenture analysis to translate deal documentation into platform configurations and compliance frameworks.
- Configure and maintain compliance testing for managed deals and Separately Managed Accounts (SMAs).
- Serve as a trusted advisor to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — by delivering white-glove support and responding promptly to complex requests.
- Build custom metrics, workflows, and Excel models tailored to client-specific needs, using the Valitana plugin for data integration and calculations.
- Assist clients with onboarding, data uploads, and ongoing platform usage to drive adoption and value realization.
- Act as a subject matter resource for less senior team members and contribute to internal knowledge-sharing on CLO structures and modeling best practices.
Qualifications
- 5–7+ years of professional experience in structured finance, CLO modeling, fixed income, or financial operations, with direct experience modeling CLO and/or ABL deals.
- Demonstrated ability to read and interpret indentures and translate deal terms into modeling and compliance logic.
- Strong understanding of CLO mechanics — waterfalls, OC/IC tests, concentration limitations, and reinvestment criteria — and familiarity with ABL structures.
- Prior client-facing experience in consulting, client services, or relationship management capacity.
- Proficiency in Excel, including advanced functions and data analysis.
- Excellent verbal and written communication skills, with the ability to explain complex structured finance concepts clearly to clients.
- Detail-oriented with strong organizational skills.
- Bachelor's degree from an accredited institution; degrees in Finance, Mathematics, Engineering, or a related quantitative field.
- Management or mentorship experience is highly valued.
- AI literacy preferred — comfort using AI tools to accelerate research, analysis, or client deliverables.
The base salary range for this role is GBP 70,000 – 100,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive all UK statutory benefits, including a workplace pension scheme with employer contributions, statutory annual leave, statutory sick pay, and statutory family leave entitlements.
Please note that this role is a remote position that does not offer visa sponsorship. Applicants must have the existing right to work in the United Kingdom. We are committed to making our recruitment process accessible to all candidates. If you require any reasonable adjustments at any stage of the process, please let us know and we will be happy to accommodate.
Valitana is an equal opportunity employer. We are committed to providing a working environment free from discrimination and welcome applications from all qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in line with the Equality Act 2010.
Skills Required
- 5-7+ years of professional experience in structured finance, CLO modeling, fixed income, or financial operations
- Ability to read and interpret indentures and translate deal terms into modeling and compliance logic
- Strong understanding of CLO mechanics and familiarity with ABL structures
- Prior client-facing experience in consulting, client services, or relationship management capacity
- Proficiency in Excel, including advanced functions and data analysis
- Excellent verbal and written communication skills
- Bachelor's degree in Finance, Mathematics, Engineering or related field
- Management or mentorship experience
- AI literacy
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The Company
What We Do
Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals. Valitana aims to deliver clear, concise, relevant insights and enable our clients to focus on informed security selection, asset allocation, and risk management. Vantage is our a multi-asset class trade and portfolio management platform. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help operations, finance, portfolio managers, traders, compliance, and IR focus on what matters most. Valitana Analytics is our CLO analysis and workflow platform. Deep dive into the analytics and relative value metrics of any deal, create your own custom analytics, run valuations with an unlimited set of your own custom cashflow projection scenarios, and quickly run price / yield tables and liquidation NAVs.
