Vivek Jain in

Vivek Jain

Portfolio Manager at Bank of America
📍 New York, New York, United States

Vivek Jain is a Portfolio Manager within the Chief Investment Office at Bank of America, specializing in Collateralized Loan Obligations (CLOs). His expertise covers the full lifecycle of CLOs, from origination to portfolio management. He holds an MBA from The University of Chicago Booth School of Business and is a CFA and CAIA charterholder.

He has a unique professional background that spans both the banking and investment sides of structured finance, having held roles in CLO origination and structuring as well as portfolio management.

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Experience
20 Years
Current Role
Portfolio Manager
Job Level
Middle
Location
New York, New York, United States
Personality Overview
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Priorities

Topics Vivek cares about

CLO Investing
His career focus is on CLO relative value analysis, pricing, and portfolio management as an investor and former banker in the space.
Structured Finance
Possesses deep experience in structured finance from previous roles at Deutsche Bank and Banc of America Securities.
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Career

Work history

10-2024
Portfolio Manager
Bank of America
6-2010 - 10-2024
Director
Bank of America
7-2008 - 6-2010
Structured Finance
Deutsche Bank
7-2005 - 7-2008
CLO Origination & Structuring
Banc of America Securities
Institutional Trading
Terra Nova Trading
In the press

Media appearances

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Education
2003 - 2005
Master of Business Administration (MBA)
The University of Chicago Booth School of Business
1994 - 1996
PGDM
Indian Institute of Management Ahmedabad
Social presence
in

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