Analyst/ Sr. Analyst- Portfolio Management Group (LFM)

Oxane Partners; Gurugram District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Oxane Partners in Gurgaon, Haryana, India is seeking an Analyst/Sr. Analyst for the Portfolio Management Group (LFM). You will onboard client investment portfolios by reviewing legal agreements and supporting risk and exposure monitoring.

You will build financial models and reports, analyze historical performance to identify drivers, and ensure data integrity across proprietary platforms. The role requires strong knowledge of structured finance products, Excel modelling, and the ability to work

Qualifications

• Broad understanding of structured finance products and related areas.
• Strong foundation in core financial and accounting concepts.
• Proficiency in financial modelling using Excel.

Responsibilities

• Onboard client portfolios by reviewing legal agreements and reporting needs.
• Support risk and exposure monitoring across transactions.
• Calculate covenants, concentration tests, and base calculations.
• Build models and reports; analyze performance drivers and trends.
• Coordinate with Business Analyst & Implementation for data integrity.
• Provide portfolio surveillance and communicate insights.

Skills

Structured Finance knowledge

Corporate Credit

ABL / CLOs

Excel financial modelling

Financial and accounting concepts

Independent & collaborative work

Tools

Microsoft Excel

Job description

Job Summary

Analyst/ Sr. Analyst- Portfolio Management Group (LFM).

Location

Gurgaon, Haryana, India

Responsibilities

• Onboard client investment portfolios by reviewing and interpreting legal agreements and understanding servicer or trustee reporting requirements.
• Work closely with clients to support risk and exposure monitoring across transactions.
• Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, Borrowing Base calculations, and other key performance metrics/tests.
• Build financial models and reports as per client requirements and analyze historical performance to identify key drivers and assess overall performance.
• Liaise with the Business Analyst and Implementation teams to ensure data integrity and accurate logic within proprietary platforms.
• Provide enhanced portfolio surveillance and proactively communicate critical insights related to overall portfolio performance.

Requirements

• Broad understanding of Structured Finance products, Corporate Credit, Asset-Based Lending (ABL), CLOs, and Middle-Market Portfolio Financing.
• Strong foundation in core financial and accounting concepts.
• Proficiency in financial modelling using Microsoft Excel.
• Ability to work independently and collaboratively within a fast-paced environment.
• Excellent communication skills written, verbal, and interpersonal.
• Ability to perform under pressure and meet strict, time-sensitive deadlines.

Job Type

Full time

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