The Role
Onboard and monitor client investment portfolios by interpreting legal agreements, calculating covenants and borrowing bases, building Excel financial models, analyzing performance, and producing portfolio reports. Collaborate with clients, business analysts, and implementation teams to ensure data integrity and accurate platform logic. Provide portfolio surveillance, risk and exposure monitoring, and proactive communication of performance insights while meeting strict deadlines.
Summary Generated by Built In
Requirements
Skills Required
- Broad understanding of structured finance products, corporate credit, asset-based lending, CLOs, and middle-market portfolio financing
- Strong foundation in financial and accounting concepts
- Proficiency in financial modeling using Microsoft Excel
- Ability to work independently and collaboratively in a fast-paced environment
- Excellent written, verbal, and interpersonal communication skills
- Ability to perform under pressure and meet strict, time-sensitive deadlines
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The Company
What We Do
Oxane Partners is a technology-driven solutions provider to the private credit markets. Its AI-powered digital platform helps investment firms and banks unify data, manage portfolios, oversee leverage facilities, support valuations, and improve monitoring, reporting, risk management, and deal pipeline visibility. Founded in 2014, the company combines financial expertise with technology and data specialists to serve private credit and alternative investment firms globally.
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