At a Glance
- Tasks: Model CLO and ABL deals, ensuring accurate compliance and client support.
- Company: Rapidly growing FinTech company delivering innovative SaaS solutions.
- Benefits: Competitive salary, performance bonuses, and comprehensive UK statutory benefits.
- Other info: Remote position with excellent career growth and mentorship opportunities.
- Why this job: Join a dynamic team and make a real impact in structured finance.
- Qualifications: 5-7+ years in structured finance with strong CLO modeling expertise.
The predicted salary is between 70000 - 100000 £ per year.
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.
Equal Opportunity
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.
UK Client Services Associate (CLO/ABL Modeler) employer: Valitana LLC
Valitana is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the opportunity to engage with cutting-edge financial technology while serving prestigious institutional clients. With a strong focus on professional development, employees benefit from mentorship opportunities and a competitive compensation package, including performance bonuses and comprehensive statutory benefits. The remote nature of this role allows for flexibility, making it an ideal environment for those seeking meaningful and rewarding employment in the FinTech sector.
StudySmarter Expert Advice🤫
We think this is how you could land UK Client Services Associate (CLO/ABL Modeler)
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We think you need these skills to ace UK Client Services Associate (CLO/ABL Modeler)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Valitana LLC.
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How to prepare for a job interview at Valitana LLC
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Valitana LLC.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Valitana LLC employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
