Business AnalystCorporate CreditFixed IncomeCLO
Dallas, TX - USA
Job Summary
Position: Business Analyst/Corporate Credit/Fixed Income/CLO
Location: Hybrid/ NYC or Dallas TX ***Hybrid***
Contract: 1-2 Years
Job Description:
The client is building a new Corporate Credit Technology team from the ground up. This group will work directly with public and private credit asset managers portfolio managers CLO traders loan traders and asset-backed security (ABS) traders to develop next-generation investment tools and solutions.
Were looking for a junior-to-mid-level Business Analyst who thrives in the weeds - someone who can attend client-facing meetings solo translate complex financial workflows into actionable requirements and get hands-on with market data. This is not a people-management role; its a high-impact individual contributor position on a team being built from scratch.
What Youll Do
- Partner directly with CLO traders loan traders and ABS traders to understand their pain points and build solutions around them
- Write clear business and data requirements for front office technology initiatives
- Validate market data against portfolio manager requests ensuring accuracy across sources like Bloomberg (API and plug-in) S&P Moodys and Fitch
- Work closely with the OMS/Charles River team to support day-to-day operations and new development
- Help oversee and improve trading platform and investment workflow tools
- Leverage AI tools to solve problems and improve efficiency - this is actively encouraged
- Support the transition of private financials to AI-powered tooling that reduces administrative burden on portfolio managers
- Collaborate with a market data team being built in parallel
What Were Looking For
Background & Experience
- 10 years of experience as a Business Analyst in financial services ideally at a credit-focused firm (asset management credit hedge fund private credit or similar)
- Experience at large-scale alternatives firms (Apollo Blackstone KKR Ares etc.) or smaller hands-on shops is valued equally - what matters is depth of exposure
- Familiarity with the credit lifecycle across both public and private markets
- OMS experience (Charles River preferred but comparable systems considered)
Technical Skills
- Comfortable working with large datasets and multiple market data sources
- Hands-on experience with Bloomberg (API or plug-in) S&P Moodys or Fitch data
- Solid SQL skills; Python is a plus but not required
- Understanding of data lineage data structures and how to validate data accuracy
- Track record of applying AI tools to real work problems (not just updating a resume)
Soft Skills
- Strong business acumen - can walk into a meeting with traders and PMs and hold their own
- Creative problem-solver who thinks on their feet
- Detail-oriented with a genuine understanding that data accuracy is non-negotiable in a compliance-sensitive environment
- Collaborative and self-directed; comfortable operating in a build-it-as-you-go environment
Nice to Have
- Experience with Charles Rivers private markets module (Mercado heritage)
- Knowledge of CLO structures loan trading or ABS
- Familiarity with Intex or other specialized ABS data vendors
- Experience at a firm that has implemented or is actively using AI for front office workflows
What Were Not Looking For
- VP-level candidates focused on strategy and team management - this role is hands-on
- Pure Python/data engineering backgrounds without business-facing experience
- Candidates requiring new H-1B sponsorship (H-1B transfers considered)