Financial Advisory Services Specialist

4 weeks ago


Gurgaon, Haryana, India Oxane Partners Limited Full time

Job Title: Financial Advisory Services Specialist

Oxane Partners Limited is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes.

Job Description:

This role is part of our advisory services business and involves working directly with global institutional investors such as investment banks, hedge funds and private equity firms. The Financial Advisory Services Specialist will work closely with clients on credit review and financial spreading of leverage loans. The incumbent will be expected to co-ordinate and communicate directly with the client and make sure that the deliverables are completed and shared within the stipulated timeframe.

Key Responsibilities:

  • Supporting clients in monitoring the performance of their investments in corporate credit across various sectors
  • Write appraisal reports as per client's requirements based on the quarterly performance
  • Identify the key business drivers and KPIs to forecast performance
  • Extract and review key data from facility agreements, amendment documents, financial statements, compliance certificates, budgets, etc.
  • Monitor financial covenants (leverage ratios, interest coverage ratios, etc.) and other credit metrics to highlight any red flags on the credits
  • Present and discuss the analysis with clients

Required Experience/ Skill Set:

  • Good understanding of the commercial lending process
  • Understanding of leveraged loan structures and underlying documentation
  • Experience in credit appraisals, capital structure analysis, pro-forma analysis, covenant compliance testing
  • Proficiency in using various financial databases
  • 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 deadlines
  • Good attention to detail and a logical thought process to analyse qualitative and quantitative data
  • An MBA or an equivalent master's degree


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