Senior Associate - Portfolio Management Group

• 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.