Portfolio Management Specialist
7 days ago
Oxane Partners Limited is a leading fintech firm specializing in integrated portfolio management and technology solutions for financial institutions worldwide. Our expertise spans the alternative investments landscape, serving top-tier clients across US and Europe.
Job Role
As a key member of our team, you will work closely with clients to provide portfolio management services or reporting solutions. Your primary responsibility will involve supporting clients in monitoring and analyzing key metrics of their investments in loan portfolios, asset-backed financing, or securitisation transactions.
Key Responsibilities
• Assist clients in onboarding their investment portfolios by reviewing and interpreting legal agreements, understanding trustees' reporting
• Collaborate with clients to monitor the performance of investment transactions, ensuring accurate and timely deliverables
• Calculate and monitor covenants, concentration limits, and other key metrics/tests
• Lead daily operations of various workstreams, ensuring all deliverables meet required standards
• Streamline processes to increase efficiency, establishing SOPs and processes around deliverables
• Coordinate with internal teams and clients to meet Service Level Agreements (SLAs)
Requirements
Required Experience/ Skill Set
• Strong understanding of Structured Finance products, corporate credit landscape, ABS/CLOs, and MM Portfolio Financing
• In-depth knowledge of core financial concepts
• Proficiency in financial modeling using MS Excel
• Familiarity with financial databases, including Bloomberg, Capital IQ, and Factiva
• Ability to work independently and collaboratively in a fast-paced environment
• Excellent communication skills - written, verbal, and interpersonal
• Strong analytical and problem-solving skills
Desired Candidate Profile
• Bachelor's or advanced degree in finance or a related field
• Prior experience in Investment Banking, Investment Management, or Financial Advisory services
• Strong academic record and relevant work experience
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