- 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.
Job description provided by Oxane Partners.
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