Reporting Manager CLO

BurnsSearch, LLC
Plano, TX
As the CLO Reporting Manager, you will oversee monthly reporting obligations for its CLO and bridge loan portfolios. This role is responsible for the accurate and timely delivery of all investor and trustee reporting, including compliance with CREFC standards. The position will play a key role in supporting a growing platform by ensuring strong execution, controls, and scalable reporting processes.

Duties and responsibilities
  • Oversee monthly CLO and bridge portfolio reporting, ensuring accuracy, completeness, and timeliness
  • Manage all CREFC reporting deliverables, including Loan Periodic Update (LPU), remittance, property, financial and supplemental files
  • Serve as primary liaison with trustees, coordinating reporting requirements and deadlines
  • Review and validate reporting data to ensure compliance with investor, trustee, and regulatory requirements
  • Coordinate with internal stakeholders, including servicing, asset management, accounting, and capital markets teams
  • Monitor reporting calendars and manage competing deadlines in a high-volume environment
  • Identify and implement process improvements to enhance reporting efficiency and scalability
  • Support onboarding of new CLO transactions, including development of reporting processes and controls
  • Maintain documentation of reporting procedures and internal controls
  • Respond to ad hoc reporting requests and investor inquiries
Posted 2026-04-24

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