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

Oxane Partners; Gurugram District; Sur place; INR 900 000 - 1 300 000; Plein temps

Résumé du poste

Oxane Partners in India requests a detail-oriented professional to understand client investment needs in structured finance, onboarding, and risk monitoring for institutional clients. You will review financial and legal documents and monitor key metrics across investments, collaborating with teams to deliver precise outcomes.

The role emphasizes independent work, strong communication, and the ability to operate under tight deadlines in a fast-paced environment.

Qualifications

• Broad understanding of structured finance products and corporate credit landscape.
• Strong grasp of core financial concepts and risk metrics.
• Proficiency in financial modelling using MS Excel.
• Familiarity with financial databases such as Bloomberg, Capital IQ, and Factiva.
• Ability to work independently and in a team in a fast-paced environment.

Responsabilités

• Onboard client investment portfolios by reviewing legal agreements and reporting.
• Support risk and exposure monitoring of transactions with clients.
• Calculate and monitor covenants, concentration limits and key metrics.
• Assist/lead daily operations across work streams to ensure timely deliverables.
• Collaborate with Business Analyst and Implementation team to ensure data and logic accuracy on platforms.
• Mentor freshers to improve learning curve within the team.
• Provide enhanced surveillance and share insights on portfolio performance.
• Help standardize processes and set up SOPs for deliverables.

Connaissances

Structured Finance

Credit markets

Excel modelling

Bloomberg/CapIQ/Factiva

Outils

Bloomberg

Capital IQ

Factiva

Description du poste

Job Description

The primary responsibility would involve working closely with clients to understand their requirements for investment deals in the structured finance space. The individual will play an important role in onboarding, monitoring and other aspects of risk monitoring as required for our institutional clients. The individual would be involved in researching and going through various financial and legal agreements and in monitoring and reporting key metrics of various investments.

Key Responsibilities

• Onboard the client's investment portfolio by reviewing and interpreting legal agreements, understanding the servicer or trustee's reporting.
• Work closely with the clients in supporting them for risk and exposure monitoring of the transactions.
• Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests and Borrowing Base calculations and other key metrics/tests.
• Assist/lead the daily operations of the various work streams and ensure all deliverables are accurate and timely.
• Liaise with the Business Analyst and Implementation team to ensure that the data and logic on our proprietary platforms are accurate.
• Mentor and guide the freshers of the team to improve the overall learning curve.
• Provide enhanced surveillance to the clients on their portfolios and share critical aspects concerning overall performance proactively.
• Assist in standardizing and streamlining processes to increase efficiencies and setting up SOPs and processes around deliverables.

Requirements

• Broad understanding of Structured Finance products / corporate credit landscape / ABL / CLO / Middle Market Portfolio Financing.
• In-depth understanding of core financial and accounting concepts.
• Proficiency in financial modelling using MS Excel.
• Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva.
• Ability to work independently and collaboratively as part of a team in a fast-paced environment.
• Strong communication skills - written, verbal and interpersonal.
• Ability to work well under pressure to meet strict and aggressive deadlines.