Associate-Portfolio Management Group (ABF)

Oxane Partners Limited; Gurgaon; On-site; INR 600,000 - 900,000; Full time

Job summary

Oxane Partners Limited is seeking a finance-savvy analyst to onboard and manage client portfolios on our proprietary platform. You will ensure data accuracy, support transactions across ABS, structured finance, and CRE assets, and coordinate with clients and internal teams to meet timelines.

The role requires strong financial analysis skills, Excel proficiency, and excellent communication to present insights and respond to client inquiries.

Qualifications

• Strong understanding of finance concepts and investment products.
• Proficient in financial modeling and analysis.
• Excellent written and verbal communication with clients.
• Ability to work independently and collaborate cross-functionally.

Responsibilities

• Onboard and manage client portfolios on Oxane’s platform with data integrity.
• Support investment transactions across Structured Finance, ABS, CRE portfolios.
• Coordinate with clients and stakeholders to manage timelines and deliverables.
• Analyze data tapes, legal agreements, trustee reports and other documents.
• Manage monthly data processing, validation and reporting for client portfolios.
• Monitor financial covenants and portfolio indicators for compliance.
• Review platform reports for accuracy and supporting client outputs.
• Present analytics and reporting outcomes to clients and address queries.

Skills

Financial analysis

Attention to detail

Client interaction

Independent work

Communication skills

Education

Finance degree / MBA or equivalent

Tools

Excel

Job description

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.

Job Description

• Onboarded and managed client investment portfolios on Oxane’s proprietary platform, ensuring accurate setup and data integrity.
  
• Collaborated closely with clients to support investment transactions across Structured Finance, Whole Loans, Asset-Backed Securities (ABS), and Commercial Real Estate (CRE) portfolios.
  
• Coordinated with clients and internal stakeholders to manage timelines, track deliverables, and ensure timely execution of business requirements.
  
• Analyzed and interpreted data tapes, legal agreements, trustee reports, and other transaction documents to support portfolio management and cash flow monitoring.
  
• Managed monthly data processing, validation, and reporting activities for client portfolios.
  
• Calculated and monitored financial covenants, performance metrics, and key portfolio indicators to ensure compliance and performance tracking.
  
• Reviewed platform-generated reports, validated underlying logic and calculations, and ensured accuracy of outputs delivered to clients.
  
• Presented portfolio analytics, performance insights, and reporting outcomes to clients, addressing queries and aligning deliverables with client expectations.
  
• Identified process improvement opportunities and supported operational excellence through effective data management and quality control practices.
  

Requirements

• Strong understanding of Structured Finance products, including Asset-Backed Securities (ABS), Corporate Credit, and related investment products.
  
• Sound knowledge of financial analysis, financial statements, and key credit and investment concepts.
  
• Proficient in Microsoft Excel for data analysis, reporting, and financial modeling.
  
• Demonstrated ability to work independently while effectively collaborating with cross-functional teams in fast-paced environments.
  
• Excellent written, verbal, and interpersonal communication skills, with experience interacting directly with clients and stakeholders.
  
• Proven ability to manage multiple priorities and deliver high-quality work under tight deadlines and pressure situations.
  
• Strong analytical and problem-solving capabilities with attention to detail and accuracy.
  
• Educational background in Finance, including Graduation, MBA, or other advanced finance-related qualifications.
  
• Experience working with Investment Banks, Investment Management Firms, Financial Advisory Firms, or other financial services organizations.
  
• Ability to understand complex financial structures, interpret transaction documents, and communicate analytical insights effectively.