Senior Associate/ Manager - Portfolio Management Group

Oxane Partners; Hyderabad; On-site; INR 600,000 - 1,100,000; Full time

Job summary

Oxane Partners seeks an analytical professional to monitor, calculate and report KPIs for private credit investments. You will onboard portfolios on our proprietary platform, engage with clients and technology teams, and deliver timely, accurate reports and analyses.

Responsibilities include building financial models in Excel, extracting data from credit agreements, and ensuring high-quality deliverables while meeting SLA targets in a fast-paced environment.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Proficiency in financial modelling and Excel-based analysis.
• Ability to coordinate with clients and cross-functional teams.

Responsibilities

• Lead internal teams and collaborate with clients to meet SLA requirements.
• Work with clients to understand portfolios and requirements.
• Set up reporting dashboards on Oxane's platform with the tech team.
• Build and maintain financial models to validate computations.
• Calculate covenants and risk metrics for client portfolios.
• Extract data from credit agreements and reports as required.
• Review deliverables for quality and accuracy; ensure reporting standards.

Skills

Financial modelling

MS Excel

Data analysis

Communication skills

Team collaboration

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

MS Excel

Financial dashboards

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

The primary responsibility would involve monitoring, calculating and reporting KPIs of client's investments in private credit space. The individual would assist in managing projects by coordinating with stakeholders including Client, Technology team and Internal team to onboard the portfolios on our proprietary platform and produce deliverables on ongoing basis. The role requires working with client to understand their requirements, researching across credit agreements, building financial models, delivering various reports to clients through our platform.

• Lead internal teams and collaborate with the client to ensure that we are meeting all the required SLA.

• Work closely with clients in understanding their private credit investments and assessing requirements around their portfolios.


• Setup reporting dashboards on Oxane's proprietary platform by coordinating with technology team.


• Build and maintain financial models to validate the Borrowing Base computations.


• Calculate financial covenants and other key risk metrics around client's portfolios.


• Comprehend and extract relevant data from credit agreements, amendment documents and other reports as required by clients or for monitoring the transaction.


• Analyze the output reports and present them to clients while ensuring accuracy in logic, data and reporting formats Collaborate with internal teams and with the client to ensure that we are meeting all the required SLA.


• Perform review of the deliverables to ensure we comply with the quality standards of our projects.


• Optimizing and streamlining the processes to increase efficiency and setting up SOPs around deliverables.

Requirements

• Broad understanding of the corporate credit landscape and core financial concepts.


• Proficiency in financial modelling using MS Excel.


• 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.