Role & responsibilities
Design and deliver process-specific training programs for CLO Operations and Banking Services.
Conduct pre-process, refresher, and current 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.
Solid 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 (India)
🏢 Coforge
📍 India