Deal Administration Manager / CLO Operations Manager
Location: Charlotte, NC or Houston, TX
Contract-to-Hire
Target Conversion Salary: $135K/year
Target Contract Rate: Approximately $65-70/hour plus overtime
Onsite 3 days a week
Protiviti- end client large bank
A leading financial institution is seeking an experienced Deal Administration professional to support and help lead a Corporate Trust Middle Office team focused on CLOs and syndicated loan structures.
This position is ideal for a senior Deal Administrator, CLO Operations professional, Team Lead, or Manager who can provide operational expertise, mentor junior team members, and serve as a key resource for complex transactions and client requests.
Key Responsibilities
- Support the administration of CLO and syndicated loan transactions.
- Act as a subject matter expert for deal processing and loan administration activities.
- Serve as an escalation point for team members and client inquiries.
- Train, mentor, and develop junior staff.
- Partner with trustees and other middle-office groups to ensure accurate transaction processing.
- Review operational processes and identify opportunities for increased efficiency.
- Manage client communications and ensure timely resolution of issues.
- Support new deal onboarding, ongoing administration, and reporting activities.
Required Experience
- 5-10+ years of experience in:
- CLO Administration
- Deal Administration
- Corporate Trust
- Structured Finance Operations
- Loan Administration
- Syndicated Loan Operations
- Strong understanding of:
- CLO structures
- Loan concepts and loan lifecycle
- Deal processing and administration
- Trustee relationships
Systems
Preferred
- Solvas / CDO Suite
- Wall Street Office (WSO)
Strong candidates with comparable CLO or loan administration platforms will also be considered.
Technical Skills
- Advanced Excel
- VLOOKUPs
- Formulas
- Calculations
- Pivot Tables
Ideal Candidate
- Prior leadership, supervisory, or team lead experience.
- Strong client-facing communication skills.
- Ability to train and develop staff.
- Comfortable working in a fast-paced environment with shifting priorities.
- Process improvement and critical-thinking mindset.
- Hands-on operational expertise within CLOs rather than investment analysis.
Deal Administration Manager in Charlotte Metro at Robert Half
This position is listed as contract and onsite. It was posted last week.