Logo for Valitana

UK Client Services Associate (CLO/ABL Modeler)

Valitana

Role overview

Qualifications

  • 5–7+ years of professional experience in structured finance, CLO modeling, fixed income, or financial operations
  • Demonstrated ability to read and interpret indentures and translate deal terms into modeling and compliance logic
  • Strong understanding of CLO mechanics
  • Bachelor's degree from an accredited institution in Finance, Mathematics, Engineering, or a related quantitative field

Responsibilities

  • Model CLO and ABL deals within Vantage, ensuring accurate representation of deal structures
  • Perform indenture analysis to translate deal documentation into platform configurations and compliance frameworks
  • Serve as a trusted advisor to institutional clients by delivering white-glove support and responding to complex requests
  • Assist clients with onboarding, data uploads, and ongoing platform usage

Key facts

Hard skills

Structured Finance Financial Management

Other skills

  • Microsoft Excel
  • Communication
  • Organizational Skills

About the company

Valitana logo

Valitana

Computer Software / SaaS

Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals. Valitana aims to deliver clear, concise, relevant insights and enable our clients to focus on informed security selection, asset allocation, and risk management.Vantage is our a multi-asset class trade and portfolio management platform. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help operations, finance, portfolio managers, traders, compliance, and IR focus on what matters most.Valitana Analytics is our CLO analysis and workflow platform. Deep dive into the analytics and relative value metrics of any deal, create your own custom analytics, run valuations with an unlimited set of your own custom cashflow projection scenarios, and quickly run price / yield tables and liquidation NAVs.

Company details

IndustryComputer Software / SaaS
Company size11 - 50

Links

Website LinkedIn See all jobs

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

About Valitana

Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Position Overview

We are seeking a Client Services Associate with deep CLO modeling expertise to join our Vantage Client Services team in the United Kingdom. In this role, you will serve as a subject matter expert on CLO and ABL deal structures, modeling complex transactions within Valitana's platform and partnering directly with sophisticated institutional clients to ensure accurate compliance configuration, indenture interpretation, and platform adoption. This is a senior, client-facing role that combines structured finance fluency, technical platform mastery, and white-glove service.

Responsibilities
 
  • Model CLO and ABL deals within Vantage, Valitana’s OMS & PMS, ensuring accurate representation of deal structures, waterfalls, and tranches.
  • Perform indenture analysis to translate deal documentation into platform configurations and compliance frameworks.
  • Configure and maintain compliance testing for managed deals and Separately Managed Accounts (SMAs).
  • Serve as a trusted advisor to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — by delivering white-glove support and responding promptly to complex requests.
  • Build custom metrics, workflows, and Excel models tailored to client-specific needs, using the Valitana plugin for data integration and calculations.
  • Assist clients with onboarding, data uploads, and ongoing platform usage to drive adoption and value realization.
  • Act as a subject matter resource for less senior team members and contribute to internal knowledge-sharing on CLO structures and modeling best practices.

Qualifications
  • 5–7+ years of professional experience in structured finance, CLO modeling, fixed income, or financial operations, with direct experience modeling CLO and/or ABL deals.
  • Demonstrated ability to read and interpret indentures and translate deal terms into modeling and compliance logic.
  • Strong understanding of CLO mechanics — waterfalls, OC/IC tests, concentration limitations, and reinvestment criteria — and familiarity with ABL structures.
  • Prior client-facing experience in consulting, client services, or relationship management capacity.
  • Proficiency in Excel, including advanced functions and data analysis.
  • Excellent verbal and written communication skills, with the ability to explain complex structured finance concepts clearly to clients.
  • Detail-oriented with strong organizational skills.
  • Bachelor's degree from an accredited institution; degrees in Finance, Mathematics, Engineering, or a related quantitative field.
  • Management or mentorship experience is highly valued.
  • AI literacy preferred — comfort using AI tools to accelerate research, analysis, or client deliverables.
What We Offer

The base salary range for this role is GBP 70,000 – 100,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive all UK statutory benefits, including a workplace pension scheme with employer contributions, statutory annual leave, statutory sick pay, and statutory family leave entitlements.

Please note that this role is a remote position that does not offer visa sponsorship. Applicants must have the existing right to work in the United Kingdom. We are committed to making our recruitment process accessible to all candidates. If you require any reasonable adjustments at any stage of the process, please let us know and we will be happy to accommodate.

Valitana is an equal opportunity employer. We are committed to providing a working environment free from discrimination and welcome applications from all qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in line with the Equality Act 2010.

 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Customer Support Associate Related jobs

United KingdomCustomer Support Associate

Other jobs at Valitana

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.