Associate - Credit Analytics Group

Oxane Partners; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Oxane Partners, a leader in financial advisory, is seeking a financial modeling expert in Gurugram, India. The ideal candidate will have 4-7 years of valuation-related experience, proficiency in Excel, and strong analytical skills. Responsibilities include building financial models, mentoring junior team members, and ensuring compliance with accounting standards. CFA certification is preferred but not required. Join a dynamic team focused on transforming investment analysis with collaborative client service.

Qualifications

• CFA certification is preferred but not mandatory.
• Minimum of 4-7 years of relevant valuation‑related work experience.
• High proficiency in financial modelling using MS Excel.

Responsibilities

• Create credible, flexible, transparent financial models for valuations.
• Build long‑term client relationships through exceptional service.
• Lead valuation approaches for new asset types.

Skills

Financial modelling

Analytical skills

Communication skills

Problem-solving

Attention to detail

Education

CFA certification preferred

4-7 years of relevant experience

Tools

MS Excel

VBA/Python (optional)

Job description

About Us

Oxane Partners is a technology-driven solutions provider to the private credit markets. Our solutions transform the way investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Our collaborative engagement approach helps our clients evaluate more opportunities faster and better manage their existing investments while still maintaining the rigor of their investment process. Our solutions manage over $800 billion of notional for 100+ clients including 20 of the top 30 global investment banks, 10 of the top 15 global private credit investment firms, 5 of the top 10 global private equity firms, and 10 of the top 25 alternative asset managers. Founded in 2014 by former credit traders from Deutsche Bank, Oxane Partners has grown to a team of 600+ highly skilled financial analysts and technology experts. Oxane Partners is headquartered in London and has additional offices in New York, Gurgaon, and Hyderabad.

Financial Advisory Services

Our Financial Advisory Services team provides comprehensive solutions and support to large global institutional investors, including bulge bracket investment banks, leading private equity firms, hedge funds, and other lenders. We focus on two core mandates: a) Valuations of clients' investment positions, b) Modelling and Portfolio Analytics. The workstreams could involve any part of a deal/transaction lifecycle, from origination to valuations and reporting. These deals/transactions span diverse private credit + asset classes and investment structures like Asset Based Finance, Whole Loan Portfolios, Corporate Credit, Significant Risk Transfer, etc.

Role

• Create credible, flexible, transparent financial models for periodic valuations for alternative investment firms. This includes developing models from scratch and running sensitivities and scenarios.
• Building long‑term client relationships through exceptional client service includes a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product.
• Take a lead on implementing valuation approaches for new asset types and complex valuations.
• Extract relevant data from information memorandum, facility agreements, or rating agency reports as required by clients or for modelling purposes.
• Independently gather data related to the investments/models. Analyze the historical portfolio performance data, identify market benchmarks and gather insights to run the valuations.
• Ensuring compliance with relevant accounting standards (e.g., IFRS 13/ASC 820) and regulatory. Continuously monitor and implement relevant regulatory developments impacting valuation methodologies and reporting.
• Present the valuation outputs (either on Excel or set‑up on Oxane’s valuation platform) to clients, investors and auditors on calls. Provide audit support by independently addressing audit queries and participating in audit calls, ensuring timely and accurate responses.
• Assist in the development and enhancement of valuation policies, procedures, and controls.
• Assist in the preparation of investment summaries and credit memos.
• Mentor junior team members, conduct technical training, and oversee smaller teams to ensure timely project completion.

Requirements

• CFA certification is preferred but not mandatory.
• Minimum of 4‑7 years of relevant valuation‑related work experience in a financial services firm, investment banking, valuations firm.
• High level of proficiency in financial modelling using MS Excel; ability to write VBA/python code is a plus.
• Good understanding of financial statements, prepayments, defaults, fixed‑income instruments and various capital structures.
• Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience.
• Good attention to detail and logical thought process to analyze qualitative and quantitative data.
• Strong analytical and problem‑solving skills.
• Ability to work independently as well as help the team to ensure timely project completion.