Assistant Portfolio Manager

5 days ago

Los Angeles, United States PineBridge Investments Full time

Assistant Portfolio Manager, Leveraged Finance - LA

PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients' expectations on every level, every day. As of 30 June 2024, the firm managed US $169.7 billion across global asset classes for sophisticated investors around the world.

The role will be based in LA with the expectation of a hybrid work model.

PineBridge Investments is seeking a Assistant Portfolio Manager to support portfolio managers in the optimization and management of CLO portfolios, ensuring compliance, performing cash flow modeling, and overseeing fund administration. The role involves reviewing and signing off on CLO trustee reports, assisting with deal modeling and structuring, and making trade recommendations. The ideal candidate will have 4-6 years of direct experience with collateralized loan obligations or broadly syndicated loans, strong proficiency in CLO documentation, and expertise in platforms such as Intex, Moody's Analytics, and Bloomberg. This position requires a detail-oriented, self-driven individual with strong communication and organizational skills, capable of working both independently and within a team.

Primary Responsibilities:

  • Assist portfolio managers with portfolio management, optimization and analysis
  • Review and signoff CLO trustee reports, waterfalls and CLO investor letters
  • Monitor CLO fund compliance
  • Assist with new deal modeling, structuring, and document negotiations
  • Interpret CLO indentures and advise portfolio managers
  • Oversee/monitor CLO warehouses and fund setup with internal and external parties
  • Support development and updates of marketing materials
  • Perform waterfall attribution, variance analysis and projections
  • Assist with post-investment period portfolio management and compliance
  • Make trade recommendations
  • Perform cash flow modeling and other performance analysis
  • Monitor the accuracy of fund administration by the Trustee and Operations team
  • Run hypo trades and perform/oversee pre-trade compliance analysis
Additional Responsibilities
  • Perform attribution analysis
  • Handle ad-hoc and routine investor requests
  • Build new models/tools as needed
  • Assist in preparing responses for DDQ and RFP requests
  • Prepare monthly and quarterly reports for investors
  • Coordinate with Operations in CLO Administration
Qualifications:
  • 4-6 years of direct experience with collateralized loan obligations and/or broadly syndicated loans
  • Strong proficiency in CLO and BSL documentation (Indenture, Offering Memo, Credit Agreement, etc.)
  • Direct experience using or proficient in some of the following platforms: Intex, Moody's Analytics, SentryPM, CDO Suite, Wall Street Office, Bloomberg, MS Excel (including VBA)
  • Familiar with loan restructures/amendments and resulting instruments (Bonds, Warrants, Equity, etc.)
  • Self-driven and ability to learn quickly
  • Strong communication, organizational and time-management skills
  • Strong attention to detail and problem-solving skills
  • Ability to prioritize and work in a fast-paced environment
  • Ability to work independently and in a team environment


About PineBridge

PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For four consecutive years (2020-2023), PineBridge has been named a 'Best Place to Work in Money Management' by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for 'Best Workplace' and 'Learning & Development'. Alongside this, PineBridge was recognized as a finalist at the 100 Women in Finance's APAC Industry Diversity, Equity & Inclusion Award.

Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.

Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

*Salary Range: $ $130K-$145K annually + bonus + benefits

*The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.

#LI_Hybrid

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