The primary responsibility would involve managing projects by collaborating with internal teams and with clients for understanding their requirement around investments in structured credit space. It entails onboarding the transactions on our proprietary platform and monitoring on ongoing basis. The individual would be involved in researching across various financial and legal agreements, building custom financial models to perform validation and reporting of key metrics of such investments.K ey Responsibilities: 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’s Perform review on 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 deliverablesRequired Experience/Skill Set: In-depth understanding of the corporate credit landscape and core financial concepts Proficiency in financial modelling using MS Excel; Knowledge of VBA and related automation tools would be an advantage Analytical skills to understand loan tapes, corporate credit agreements and related financial documents Excellent communication skills with an ability to effectively interact with stakeholders Ability to work independently and collaboratively as part of a team in a fast-paced environment Desired candidate must have graduated / MBA/ advanced degree in finance Prior experience with Investment Bank, Investment Management firm or Financial Advisory firm, preferably
Job Title
Senior Associate - Portfolio Financing