The Role
Monitor and report KPIs, covenants, borrowing-base calculations, and risk metrics for clients’ private credit portfolios. Build financial models, extract data from credit agreements, configure reporting dashboards, analyze deliverables, and present results to clients. Coordinate with clients, technology, and internal teams to onboard portfolios, meet service-level agreements, maintain quality standards, and improve processes through streamlined workflows and SOPs.
Summary Generated by Built In
The primary responsibility would involve monitoring, calculating and reporting KPIs of client’s
investments in private credit space. The individual would assist in managing projects by
coordinating with stakeholders including Client, Technology team and Internal team to onboard
the portfolios on our proprietary platform and produce deliverables on ongoing basis. The role
requires working with client to understand their requirements, researching across credit
agreements, building financial models, delivering various reports to clients through our
platform.
- Work closely with clients in understanding their private credit investments and
assessing requirements around their portfolios.
- Setup reporting dashboards on Oxane’s proprietary platform by coordinating with
technology team.
- Build and maintain financial models to validate the Borrowing Base computations.
- Calculate financial covenants and other key risk metrics around client’s portfolios.
- Comprehend and extract relevant data from credit agreements, amendment
documents and other reports as required by clients or for monitoring the transaction.
- Analyze the output reports and present them to clients while ensuring accuracy in
logic, data and reporting formats
▪ Collaborate with internal teams and with the client to ensure that we are meeting all
the required SLA.
- Perform review of the deliverables to ensure we comply with the quality standards of
our projects.
- Optimizing and streamlining the processes to increase efficiency and setting up SOPs
around deliverables.
Requirements
- Broad understanding of the corporate credit landscape and core financial concepts.
- Proficiency in financial modelling using MS Excel.
- 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.
Skills Required
- Broad understanding of the corporate credit landscape and core financial concepts
- Proficiency in financial modeling using Microsoft Excel
- Ability to work independently and collaboratively in a fast-paced environment
- Strong written, verbal, and interpersonal communication skills
- Ability to work under pressure and meet strict, aggressive 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.
