Ppma
Private Investment Operations Portfolio Associate, CLOs
Chicago, IL
Sponsorship not specified$95k-$105kDetected 36 days ago
PythonData AnalysisData VisualizationComplianceJiraAccountingExcelProcess ImprovementHRISCommunicationCollaborationProblem SolvingCritical ThinkingPublic SpeakingMicrosoft OfficeCFA
About the role
- If you are an internal associate, please login to Workday and apply through Jobs Hub.
- PPM is a US-based institutional asset manager.
- We take a hard work, straight talk, full transparency and humility approach to our work.
Responsibilities
- At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you.
Requirements
- Bachelor's Degree, preferably in Accounting, Finance, Economics, Marketing or a related discipline, required.
- 3+ years of practical experience in CLO asset classes and Custodial/Trustee service requirements required.
- Extensive experience with operational processes involved in launching and closing CLO warehouses required.
- Extensive experience in preparing accurate and timely reports, analysis, and presentations for management and clients required.
- Experience in syndicated bank loan LSTA trade and settlement documentation, and the Clearpar Platform preferred.
- Additional credentials or progress toward an advanced degree or chartered industry designation (i.e., CFA, CPA, etc.) preferred.
Nice to have
- Prepares client reports.
- Responds to client and investment manager inquiries in a timely, complete, and accurate manner.
- Effectively and efficiently coordinates new project/activity related work.
- Promotes continual process improvement by identifying, recommending, and implementing change and automation.
- Works collaboratively with other Private Investment Operations team members
- Mentors and cross-trains others on CLO portfolio level reporting and other responsibilities.
- Mentors/oversees junior Portfolio Analyst execution of CLO responsibilities.
- Participates in and provides cross training with the Public Securities Operations team on an ad-hoc basis.
Compensation
- $95,000.00 - $105,000.00.
- The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities.
- In addition to the base salary, this role will be eligible to participate in our annual bonus program.
Benefits
- Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives.
- Competitive salary and bonus
- Medical, dental and vision coverage
- Tuition and professional certification reimbursement
- Paid parental leave
- Holidays and paid time off
- Paid time off to volunteer
- In addition to the base salary, this role will be eligible to participate in our annual bonus program.
Equal opportunity
- PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Visa & Work Authorization
- or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, preg
This listing is sourced directly from Ppma's careers page and normalized into a canonical job model.