Senior Portfolio Manager
4 weeks ago
About the Role:
This is a key position in our Portfolio Management team at Oxane Partners Limited. The successful candidate will be responsible for working closely with clients to understand their investment requirements in the structured finance space.
As a Portfolio Management Specialist, you will be involved in managing projects and coordinating with the IT implementation team to onboard and set up transactions on our proprietary platform. You will also be responsible for researching various financials and legal agreements, as well as monitoring and reporting key metrics of our investments.
Key Responsibilities:
- Onboard client investment portfolios on Oxane's proprietary platform
- Work closely with clients to support investment transactions across Structured Finance, Whole Loan, ABS, and CRE
- Coordinate with clients on timelines and business deliverables
- Analyze and comprehend inputs from documents such as data tapes, legal documents, reports, and monitor cashflows
- Monthly data management and reporting
- Calculate and monitor financial covenants and key metrics
- Review reports on the platform to ensure logic is accurate
- Present analytics to clients to match their expectations
Requirements:
- Broad understanding of Structured Finance products, corporate credit landscape, and ABS
- Good understanding of financial concepts and basic understanding of 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
- Desired candidate must have graduated or have an MBA or advanced degree in finance
- Prior experience with Investment Bank, Investment Management firm, or Financial Advisory firm is preferred
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