Oxane Partners

Associate-Portfolio Management Group (ABF)

Posted 3 Days Ago

Be an Early Applicant

Gurgaon, Gurugram, Haryana, IND

In-Office

Entry level

Fintech • Software • Financial Services

The Role

Onboard and manage client investment portfolios across structured finance, whole loans, ABS, and CRE. Process and validate portfolio data, interpret transaction documents, monitor cash flows and financial covenants, review reports, and deliver portfolio analytics to clients. Coordinate stakeholders, manage deadlines, ensure data integrity, address client questions, and identify process improvements while maintaining quality and accuracy.

Summary Generated by Built In

Onboarded and managed client investment portfolios on Oxane’s proprietary platform, ensuring accurate setup and data integrity.

Collaborated closely with clients to support investment transactions across Structured Finance, Whole Loans, Asset-Backed Securities (ABS), and Commercial Real Estate (CRE) portfolios.

Coordinated with clients and internal stakeholders to manage timelines, track deliverables, and ensure timely execution of business requirements.

Analyzed and interpreted data tapes, legal agreements, trustee reports, and other transaction documents to support portfolio management and cash flow monitoring.

Managed monthly data processing, validation, and reporting activities for client portfolios.

Calculated and monitored financial covenants, performance metrics, and key portfolio indicators to ensure compliance and performance tracking.

Reviewed platform-generated reports, validated underlying logic and calculations, and ensured accuracy of outputs delivered to clients.

Presented portfolio analytics, performance insights, and reporting outcomes to clients, addressing queries and aligning deliverables with client expectations.

Identified process improvement opportunities and supported operational excellence through effective data management and quality control practices.

Requirements

Strong understanding of Structured Finance products, including Asset-Backed Securities (ABS), Corporate Credit, and related investment products.

Sound knowledge of financial analysis, financial statements, and key credit and investment concepts.

Proficient in Microsoft Excel for data analysis, reporting, and financial modeling.

Demonstrated ability to work independently while effectively collaborating with cross-functional teams in fast-paced environments.

Excellent written, verbal, and interpersonal communication skills, with experience interacting directly with clients and stakeholders.

Proven ability to manage multiple priorities and deliver high-quality work under tight deadlines and pressure situations.

Strong analytical and problem-solving capabilities with attention to detail and accuracy.

Educational background in Finance, including Graduation, MBA, or other advanced finance-related qualifications.

Experience working with Investment Banks, Investment Management Firms, Financial Advisory Firms, or other financial services organizations.

Ability to understand complex financial structures, interpret transaction documents, and communicate analytical insights effectively.

Skills Required

Strong understanding of structured finance products, including Asset-Backed Securities, Corporate Credit, and related investment products
Knowledge of financial analysis, financial statements, and key credit and investment concepts
Proficiency in Microsoft Excel for data analysis, reporting, and financial modeling
Ability to work independently and collaborate effectively with cross-functional teams in fast-paced environments
Excellent written, verbal, and interpersonal communication skills, including direct client and stakeholder interaction
Ability to manage multiple priorities and deliver high-quality work under tight deadlines and pressure
Strong analytical and problem-solving skills with attention to detail and accuracy
Graduation, MBA, or other advanced finance-related qualification
Experience with investment banks, investment management firms, financial advisory firms, or other financial services organizations
Ability to understand complex financial structures, interpret transaction documents, and communicate analytical insights effectively

View all jobs at Oxane Partners

View Oxane Partners Profile

Report Job

Am I A Good Fit?

beta

Get Personalized Job Insights.

Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company

1,011 Employees

Year Founded: 2014

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.