Relationship Manager IV - Private Debt

Job is Expired
Location: Remote
Compensation: To Be Discussed
Reviewed: Fri, Apr 25, 2025
CLO Indentures Credit Agreements KYC Procedures Compliance Testing

Job Summary

A company is looking for a Relationship Manager IV - Private Debt & CLO.

Key Responsibilities
  • Act as the single point of contact for key client relationships
  • Collaborate with operations and analytics teams to meet client objectives and deliverables
  • Manage client onboarding, including account opening process and KYC procedures
Required Qualifications
  • Minimum of 10+ years of combined higher education and/or work experience
  • Advanced Microsoft Office skills
  • Experience with interpreting CLO indentures and structured finance documentation
  • Familiarity with various loan products and servicing loan clients
  • Professional experience at a CLO Trustee, Loan Agent/Bank, or similar role
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