Portfolio Management Specialist
1 month ago
About the Role:
Oxane Partners Limited is a leading fintech firm providing integrated portfolio management and technology solutions to financial institutions globally. We are seeking a highly skilled Portfolio Management Specialist to join our team.
Key Responsibilities:
• Onboard client investment portfolios by reviewing and interpreting legal agreements, understanding trustees' reporting.
• Work closely with clients to support them in monitoring the position/performance of investment transactions.
• Calculate and monitor covenants, concentration limits, and other key metrics/tests.
• Assist/lead daily operations of various workstreams and ensure all deliverables are accurate and timely.
• Assist in standardizing and streamlining processes to increase efficiencies and setting up SOPs and processes around deliverables.
• Coordinate efficiently with internal teams and clients to ensure meeting of all required SLAs.
Requirements:
• Broad understanding of the structured finance product/corporate credit landscape/ABS/CLOs/MM portfolio financing.
• In-depth understanding of core financial concepts.
• Proficiency in financial modeling using MS Excel.
• Understanding of various financial databases, including Bloomberg, Capital IQ, and Factiva.
• 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 Profile:
• Desired candidate must have graduated/MBA/advanced degree in finance.
• Prior experience with investment banks, investment management firms, or financial advisory firms.
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