Sr Associate/ Manager - Portfolio Management Group (CM)

Posted Yesterday
Be an Early Applicant
Hyderabad, Telangana, IND
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Monitor corporate credit portfolios and leveraged loan investments for global investment banks and asset managers. Review facility agreements, financial statements, compliance certificates, and budgets; analyze covenants, credit metrics, capital structures, and pro forma performance. Manage transaction data and validate reports and dashboards on the Oxane platform. Serve as primary quality-control reviewer, resolve data issues, mentor teammates, and help streamline workflows while meeting demanding deadlines.
Summary Generated by Built In
The primary responsibility would involve working closely with global investment banks or asset managers in monitoring their investments across corporate credit portfolios. The transactions could be direct investments or providing leverage on a portfolio of corporate credits. The role would entail carrying out credit analysis of middle market and leveraged loans and monitoring the ongoing performance after the loan has been onboarded.

Key Responsibilities:-
  • Supporting clients in monitoring the performance of their investments in corporate credit across various sectors
  • Extract and review key data from facility agreements, amendment documents, financial statements, compliance certificates, and budgets
  • Monitor financial covenants (leverage ratios, interest coverage ratios and more) and other credit metrics to highlight any red flags on the credits
  • Firm grasp on financial statements, ratios, MS Excel, and other MS tools
  • Manage data for transactions on the Oxane platform
  • Validate performance reports and dashboards on the Oxane platform and resolve data or accuracy related issues
  • Be the primary QC in charge and mentor for teammates who can help streamline the work flow across the team


Requirements
  • Good understanding of the commercial lending process
  • Understanding of leveraged loan structures and underlying documentation
  • Experience in credit appraisals, report writing and capital structure analysis, pro-forma analysis
  • The candidate should possess a highly analytical mind with a high level of attention to detail
  • 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

  • Good understanding of the commercial lending process
  • Understanding of leveraged loan structures and underlying documentation
  • Experience in credit appraisals, report writing, capital structure analysis, and pro forma analysis
  • Strong understanding of financial statements, financial ratios, and Microsoft Excel
  • Highly analytical mindset and strong attention to detail
  • 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
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.

Similar Jobs

Wells Fargo Logo Wells Fargo

Consultant

Fintech • Financial Services
Hybrid
Hyderabad, Telangana, IND
205000 Employees
Hybrid
Hyderabad, Telangana, IND
205000 Employees

Wells Fargo Logo Wells Fargo

Consultant

Fintech • Financial Services
Hybrid
Hyderabad, Telangana, IND
205000 Employees
Hybrid
Hyderabad, Telangana, IND
205000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account