Senior Associate - Portfolio Management Group

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

Job summary

Oxane Partners in Hyderabad, India seeks a detail-oriented analyst to monitor, calculate and report KPIs for private credit investments. You will coordinate with clients, technology and internal teams to onboard portfolios on our proprietary platform and deliver ongoing reports.

The role requires building financial models, understanding credit agreements, and delivering client-focused dashboard reports with accuracy and adherence to SLAs.

Qualifications

• Broaden understanding of corporate credit concepts.
• Proficiency in financial modelling using MS Excel.
• Ability to work independently and in a fast-paced team.
• Strong written, verbal and interpersonal communication skills.
• Ability to meet strict deadlines under pressure.

Responsibilities

• Work closely with clients to understand private credit investments and on portfolios.
• Set up reporting dashboards on Oxane proprietary platform with technology team.
• Build and maintain financial models to validate Borrowing Base computations.
• Calculate financial covenants and other key risk metrics for client portfolios.
• Extract data from credit agreements and amendments for monitoring.
• Analyze reports and present results to clients while ensuring data accuracy and SLA compliance.
• Review deliverables to meet project quality standards.
• Optimize processes and establish SOPs for deliverables.

Skills

Financial modelling

MS Excel

Job description

Job Summary

The primary responsibility would involve monitoring, calculating and reporting KPIs of client 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.

Responsibilities

• Work closely with clients in understanding their private credit investments and assessing requirements around their portfolios.
• Setup reporting dashboards on Oxane 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 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.

Job Type

Full time

Location

Hyderabad, Telangana, India

Industry

Financial Services