Blue Owl Capital

Blue Owl Capital

Liquid Credit, Portfolio Analytics / Portfolio Optimization (CLO) – Vice President / Principal

Greenwich, CT · Exec

Sponsorship not specified$200k-$250kDetected 2 days ago
PythonSQLData VisualizationStakeholder ManagementExcelValuationCadenceLoad TestingResearchCommunication

About the role

  • We are seeking a high-output "athlete" to sit at the intersection of portfolio management, trading, and structured credit, owning analytics and tooling that improve portfolio construction, monitoring, and trade decision-making across our CLO platform.

Responsibilities

  • Produce and maintain daily/weekly portfolio snapshots, dashboards, and KPI packs for PMs/traders (exposures, concentrations, collateral quality, tests, price/rating moves, watchlist signals).
  • Optimization, trade support & scenario analysis
  • Partner with PMs and trading to propose optimization ideas (relative value, risk reduction, par build, liquidity management).
  • Support new issue, reset, refi, and warehouse ramp processes with reporting/tie-outs and trade testing.
  • Build, enhance, and automate Excel-based portfolio tools (Power Query, Pivot/Power Pivot, advanced formulas, VBA where helpful) and/or integrate with BI dashboards.
  • Design repeatable workflows for ingesting, cleaning, and mapping large datasets (loan terms, ratings, pricing, exposures, test data) and reducing manual steps.
  • This person will build and automate Excel- and dashboard-based analytics, data-mine large datasets, run hypothetical trade and test analysis, and support relative value / peer comparisons vs other managers and vehicles.

Requirements

  • 7+ years of total professional experience within structured finance, credit, or related fields.
  • Strong understanding of CLO structures and portfolio test mechanics
  • ability to interpret governing docs and translate into a model/checklist.
  • Experience leveraging AI tools (including Anthropic's Claude) to synthesize large datasets, automate research workflows, and enhance decision‑making.
  • Proven experience producing portfolio reporting (weekly/monthly/quarterly) and reconciling trustee / system outputs.
  • BI/dashboard experience (e.g., Power BI) and ability to publish executive-ready views and self-serve analytics.
  • 3-7 years of direct CLO experience, ideally in a collateral manager, trustee, auditor, middle office, ratings, structuring/trading support, or valuation seat.
  • VBA helpful).
  • Utilized AI tools (e.g., Claude) to aggregate and analyze unstructured data, supporting portfolio construction, stress testing, and ongoing risk surveillance.
  • Strong written/verbal communication-can synthesize complex trade/test impacts into clear "so what" recommendations.
  • Hands-on with common CLO / loan / cashflow tooling ( Intex, CDO Suite/Solvas, WSO, Nexus, Bloomberg data extraction).
  • SQL and/or Python for data processing, automation, and repeatable analytics.
  • Experience building internal tools/reports specifically to facilitate daily monitoring, optimizations, and hypothetical tests in partnership with PMs/traders.

Nice to have

  • Advanced Microsoft Excel: large dataset manipulation, modeling, automation (Power Query/Power Pivot preferred

Compensation

  • The base annual salary range for this Connecticut-based position will be $200,000 to $250,000.

Benefits

  • Together with over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.
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This listing is sourced directly from Blue Owl Capital's careers page and normalized into a canonical job model.