Strategic Portfolio Analyst
1 week ago
Oxane Partners Limited is a leading player in the structured finance space, committed to delivering exceptional investment solutions to our clients.
Salary and BenefitsWe offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience and qualifications. Our benefits package includes health insurance, retirement plan, and paid time off.
Job DescriptionThis role will be part of our growing Portfolio Management team, working closely with clients to understand their requirements for investment deals in structured finance. The individual will assist in managing projects, coordinating with IT implementation teams, and monitoring key metrics of various investments.
Key Responsibilities- Onboard client's investment portfolio on Oxane's proprietary platform
- Work closely with clients to support investment transactions across Structured Finance/Whole Loan/ABS/CRE, etc.
- Coordinate with clients on timelines and business deliverables
- Analyze and comprehend inputs from documents such as data tape/legal documents/reports and monitor cashflows
- Monthly data management and reporting
- Calculate and monitor financial covenants and key metrics
- Review reports on the platform and ensure logic is accurate
- Present analytics to clients to match their expectations
- Broad understanding of the Structured Finance product/corporate credit landscape/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/MBA/advanced degree in finance
- Prior experience with Investment Bank/Investment Management firm or Financial Advisory firm is preferred
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