Associate - Portfolio Financing

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.

• 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.