Nuveen Leveraged Finance, CLO Research Analyst

The Senior Research Analyst, Taxable Fixed Income job obtains, organizes and analyzes taxable fixed income market-related information from internal and external sources. As a recognized subject matter expert in taxable fixed income research, this job monitors, researches and analyzes markets and trends to recommend investment decisions and optimize acquisitions, recapitalizations, and asset purchases.
Key Responsibilities and Duties

• Analyzes research on specific organizations, securities, financial products, and the overall economic environment to optimize acquisitions, recapitalizations, and asset purchases.
• Monitors, researches and analyzes relevant economic, industry, and company data and market trends, preparing reports and developing complex models to support investment decisions.
• Builds complex models and acquires, assembles, and normalizes research data sets to support taxable fixed income portfolios.
• Participates in additional studies of industry groups or individual securities by searching for, compiling and analyzing data.
• Develops research methodologies and information sources to improve taxable fixed income research.
• Reviews formal reports and research processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the asset class.
• Reviews and approves research materials and results for dissemination.
• Identifies opportunities to improve research quality for taxable fixed income portfolio.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Nuveen Leveraged Finance is one of the largest and best resourced providers of senior loans, CLOs, high yield and alternative fixed income strategies with over $40bn in AUM. This fully integrated team of more than 40 investment professionals is guided by a long heritage of successful performance outcomes and risk control for our clients. https://www.nuveen.com

POSITION SUMMARY:

Nuveen Leveraged Finance is seeking a CLO research analyst to support the ongoing growth of our CLO platform. The analyst will join as a member of the CLO team, primarily working on CLO tranche investment research. The analyst will assist in all aspects of investing including manager due diligence, market research, the underwriting, execution, and monitoring of investments across the firms third-party CLO trans investing portfolio.

KEY RESPONSIBILITIES:

• Perform detailed fundamental credit analysis and financial modeling for CLO Tranche investing; present CLO investment analysis to investment committee.

• Participate on-going 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, manager due diligence.

• Monitor and maintain metrics on the firm’s CLO portfolio, including on-going 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.

• Assisting in preparation of investment proposals for prospective investors and presentations and 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.

• Position will report into head of Structured Credit.

MINIMUM QUALIFICATIONS:

• 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.

• Committed self-motivated individual who can demonstrate initiation and problem-solving abilities.

• Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail.

• Proficient in Intex, Sequel, MatLab, Python.

• Knowledge of programming, etc. preferred.

OTHER KEY RESPONSIBILITIES:

• Analyzes research on specific organizations, securities, financial products, and the overall economic environment to optimize acquisitions, recapitalizations, and asset purchases.

• Monitors, researches and analyzes relevant economic, industry, and company data and market trends, preparing reports and developing complex models to support investment decisions.

• Builds complex models and acquires, assembles, and normalizes research data sets to support taxable fixed income portfolios.

• Participates in additional studies of industry groups or individual securities by searching for, compiling and analyzing data.

• Develops research methodologies and information sources to improve taxable fixed income research.

• Reviews formal reports and research processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the asset class.

• Reviews and approves research materials and results for dissemination.

• Identifies opportunities to improve research quality for taxable fixed income portfolio.

Related Skills

Asset Valuation, Capital Markets, Collaboration, Communication, Credit Analysis, Data Analysis, Financial Modeling, Fixed Income Investments, Investment Research/Analysis, Investments, Market/Industry Dynamics, Research Synthesization, Sector Expertise, Underwriting

Anticipated Posting End Date:

2024-10-25

Base Pay Range: $138,800/yr. - $195,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

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If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: [email protected]

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