UK Client Services Associate – CLO/ABL Modeler

🔥 30 minutes ago

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Valitana

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Valitana is a financial software company that provides a unified, real-time analytics and portfolio management platform purpose-built for structured credit products (CLOs, CMBS, ABS) and multi-asset OMS/PMS workflows. The platform offers pre-trade analytics, cash-flow projections, compliance testing, trade and portfolio management, workflow automation, Excel integrations, and API-first connectivity to replace fragmented legacy systems for institutional investors, hedge funds, asset managers, and CLO managers.

📋 Description

• 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

🎯 Requirements

• 5–7+ years of professional experience in structured finance, CLO modeling, fixed income, or financial operations • 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 • 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.

🏖️ Benefits

• competitive compensation package including base salary and an annual performance bonus • UK statutory benefits including a workplace pension scheme with employer contributions • statutory annual leave • statutory sick pay • statutory family leave entitlements