Role & responsibilities

- Design and deliver process-specific training programs for CLO Operations and Banking Services.
- Conduct pre-process, refresher, and new hire trainings along with assessments and certifications.
- Monitor OJT performance, provide coaching, and track post-certification effectiveness.
- Identify training needs based on process updates, system changes, and business requirements.
- Develop training content, process maps, and knowledge enhancement modules.
- Conduct monthly PKTs and maintain training records.
- Collaborate with onsite stakeholders for process transitions, clarifications, and training requirements.

Preferred candidate profile

Required Experience:

- 1+ year of Training experience.
- 2+ years of experience in CLO Operations, Loan Administration, or Structured Finance Operations.
- Experience in team handling/training management preferred.

Domain Expertise:

- CLO Lifecycle & Notice Processing
- Leveraged Loan Administration
- Loan Trade Settlement & Reconciliation




- Interest Rate Resets, Paydowns & Corporate Actions
- Credit Agreements & Loan Documentation
- Cash Flow Waterfalls & Tranche Hierarchy
- Regulatory & Compliance Requirements in CLO Operations

Technical Skills:

- Hands-on experience with CDO Suite, NEP Live, Bloomberg, Citrix, Entrust, MS Excel/Macros, and MS Visio.
- Strong understanding of CLO structures, cash flow waterfalls, investor servicing, and notice management.

Qualification:

- Bachelor's degree in Finance, Commerce, Economics, Business Administration, or related field.

Preferred Skills:

- Process improvement and training module development.
- Experience supporting US-based banking clients.
- Strong communication, stakeholder management, and presentation skills.
- Versatile to work in rotational shifts and travel as per business requirements.

📌 Process Trainer - Collateralized Loan Obligation (Gurugram)
🏢 Coforge
📍 Gurugram