Associate - Valuations - Credit Analytics Group

Oxane Partners; Gurugram District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Oxane Partners is seeking a senior valuation professional to work with our Financial Advisory Services team. You will build and execute financial models for ongoing valuations of private credit portfolios and related asset classes.

You will lead new asset-type valuation approaches, extract data from reports, and analyze historical performance to support accurate valuations and reporting for clients and auditors.

Qualifications

• Experience in financial modelling and valuations in financial services.
• Strong Excel modelling skills; VBA/Python is a plus.
• Good understanding of financial statements and capital structures.
• Strong communication skills to interact with senior management.
• Detail oriented with strong analytical thinking.

Responsibilities

• Create credible and flexible financial models for valuations of private credit assets.
• Lead valuation approaches for new asset types and complex deals.
• Extract data from information memoranda and facility agreements for modelling.
• Gather investment data, analyze portfolio performance and benchmarks.
• Ensure compliance with IFRS 13/ASC 820 and related regulations.
• Present valuation outputs to clients, investors and auditors.
• Mentor junior team members and oversee smaller teams.

Skills

Analytical skills

Problem solving

Verbal communication

Written communication

Attention to detail

Independence

Team mentoring

Tools

MS Excel

VBA

Python

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.

Job Description

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.

Work closely with the clients in supporting them through various stages in the life cycle of an investment transaction across various credit and alternative asset classes – loan portfolios, securitisations, corporate credit and other structured credit products, specialty financing and real estate. The role would involve working on one or more of the following:

• 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 gathering 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 (eg 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 ofinvestment summaries andcredit 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 financial services firm, Investment banking, valuations firms
• HighlevelofproficiencyinfinancialmodellingusingMSExcel;abilitytowriteVBA/pythoncodeisaplus
• 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
• Goodattentiontodetailandalogicalthoughtprocesstoanalysequalitativeandquantitativedata
• Strong analytical and problem-solving skills.
• Ability to work independently as well as help the team to ensure timely project completion.