The CLO Primary desk is seeking a self-motivated athlete to join the premier CLO arranging platform. As an Associate on the structuring team, you will work in an intellectually rigorous environment where you will receive hands-on training from senior team members in the analysis and modeling of CLOs. Our work is multifaceted and complex, requiring deep analytical skills, adaptability, and a drive to solve challenging problems.
The CLO team is dedicated to fostering a collaborative and supportive culture, recognizing that our success is built on teamwork and open communication. You will work closely with colleagues across credit, leveraged loan trading, sales, private credit financing and syndicate, operating as part of a dynamic banking function within a leading markets business. We value diverse perspectives and encourage knowledge sharing, ensuring every team member’s voice is heard and contributions are recognized.
Job Responsibilities
- Build, maintain, and run CLO cash flow models; produce transaction analytics and outputs used for marketing, execution, and internal review
- Develop in-depth familiarity with the rating agency models, Intex, and reconcile/tie out cash flows and outputs across platforms
- Analyze loan portfolios and distill key metrics, risks, and performance drivers to support structuring decisions
- Learn and apply rating agency criteria and methodology; support and help manage the ratings process and related deliverables
- Support documentation workflows by reviewing, tracking, and coordinating comments with counsel and internal stakeholders; verify document updates are implemented accurately
- Ensure consistency between deal documentation and modeling assumptions across rating agency and investor models
- Respond to investor analytics requests; clearly summarize results for senior deal leads and incorporate feedback into deliverables
- Prepare, quality control, and update investor marketing materials, pitch books, and deal outputs; ensure terms and materials are updated as transactions evolve
- Support transaction execution timelines and deliverables (including price-to-close process) and coordinate across syndicate, legal, and middle office/operations through closing
- Monitor warehouse / ramp status and collateral composition versus modeling assumptions; flag deviations and potential risks early
- Identify tasks suitable for automation and support process improvements to enhance team efficiency and controls
- Manage junior workflow on assigned workstreams and review analysts work product for accuracy and consistency
Required Qualifications, Capabilities, and Skills
- Prior experience in CLOs, leveraged finance, structured credit, or a closely related credit markets role
- Strong quantitative and analytical skills; advanced Excel required; Python/VBA a plus
- Strong attention to detail and ability to manage complexity and ambiguity under tight deadlines
- Strong organizational and project management skills; ability to manage multiple priorities in a high-pressure environment
- Strong written and verbal communication skills; ability to collaborate effectively across functions
- Intellectual curiosity and commitment to continuous learning and professional development
- Ability to thrive in a dynamic, challenging, and collaborative team setting
- Familiarity with rating agency methodologies and CLO documentation
- SIE, Series 7, Series 63 and Series 79 licenses are required
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Prior experience in CLOs, leveraged finance, structured credit, or a closely related credit markets role
- Advanced Excel
- Python or VBA
- Strong quantitative and analytical skills
- Strong attention to detail and ability to manage complexity under tight deadlines
- Strong organizational and project management skills
- Strong written and verbal communication skills
- Familiarity with rating agency methodologies and CLO documentation
- SIE, Series 7, Series 63 and Series 79 licenses
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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