CLO, Funds & Loan Operations Associate

Responsibilities

• Review and validate loan documentation, including LMA and LSTA agreements, to support asset onboarding and portfolio management.
• Manage loan administration activities across CLO portfolios, ensuring accurate maintenance of positions, settlements, cashflows, and reference data.
• Support CLO warehouse facilities, including funding requests, portfolio reporting, and investor reporting requirements.
• Perform quality assurance and oversight of operational workflows, ensuring adherence to controls, procedures, and escalation protocols.
• Utilise loan administration platforms such as Solvas, Loan IQ, Polaris, or similar systems.
• Drive process improvement initiatives, leveraging automation, AI, and data analytics to increase operational efficiency and reduce manual effort.
• Work closely with portfolio managers, trustees, lenders, investors, and internal stakeholders to support day-to-day portfolio operations.

Requirements

• 2-5+ years of experience within CLO, leveraged loan, loan servicing, fund administration, or structured credit operations.
• Strong understanding of the loan lifecycle, including trade settlement, onboarding, and portfolio maintenance.
• Knowledge of LMA and LSTA documentation.
• Experience with loan administration platforms such as Solvas, Loan IQ, or Polaris.
• Proficiency in Python and operational analytics to drive process automation.

Preferred Qualifications

• Proven track record of improving operational processes through technology and automation.
• Experience working directly with CLO managers, fund administrators, investment banks, or asset managers.

About the Company

Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax, and legal services. This role is part of an engagement within Deloitte Operations to support high-level financial services clients.