The Role
Own end-to-end delivery of investment transaction and platform implementation projects. Act as the liaison between clients and development teams, support asset management reporting and analytics, resolve stakeholder conflicts, monitor portfolios, and mentor team members. The role requires strong financial understanding, advanced Excel, Macros and SQL skills, project and people management experience, and relevant technology exposure.
Summary Generated by Built In
- Provide guidance
and support in various aspects of investment transactions, including
performing/non-performing loan portfolios, real estate, middle-market, and
specialty financing.
- Take
accountability for the end-to-end delivery of client projects, ensuring timely
and high-quality execution of investment transactions, and perform end-to-end
project management.
- Provide direction
and oversight to the implementation team throughout the product implementation
and post-implementation cycles, ensuring smooth integration and client
satisfaction.
- Address
client-specific needs by conducting ad-hoc analytics, portfolio monitoring,
surveillance, and reporting, leveraging insights to enhance client outcomes.
- Serve as the
primary liaison between the client and the development team, acting as a
Business Analyst for Platform features, client changes, and issues, fostering
effective communication and resolution of concerns.
- Act as an
extended client team for asset management reporting, financial due diligence,
post-deal analysis, and business planning, utilizing expertise and experience
to drive value-added solutions and insights.
- Proactively
identify and address potential conflicts or issues within the team or between
multiple stakeholders, utilizing effective conflict resolution strategies such
as mediation, negotiation, and consensus-building to ensure alignment and
cohesion towards project objectives.
- Mentor
and guide team members to ensure high levels of performance, quality, and
development. Serve as the primary point of contact for teammates.
Requirements
- MBA, PGDM, or equivalent PG with specialization in Finance/IT or
related fields; B.E./B. Tech is mandatory.
- PMP Certified or any project management certifications
- Proficient understanding of financial concepts with advanced
skills in Excel, Macros & SQL (must have – intermediate to advanced level).
- Exceptional attention to detail and a logical thought process to
effectively analyze large volumes of qualitative and quantitative data.
- Proven track record of Project management and people management skills.
- Demonstrated ability to take initiative and
thrive in a fast-paced environment, showcasing resilience and adaptability under pressure.
- Deep
interest and appreciation for technology with relevant work experience. Prior
experience in development/IT roles would be a significant advantage.
Skills Required
- MBA, PGDM, or equivalent postgraduate degree specializing in Finance, IT, or a related field
- B.E. or B.Tech degree
- PMP certification or another project management certification
- Intermediate to advanced proficiency in financial concepts, Microsoft Excel, Macros, and SQL
- Strong attention to detail and logical analytical skills for evaluating large qualitative and quantitative datasets
- Proven project management and people management skills
- Initiative, resilience, adaptability, and ability to work effectively in a fast-paced environment
- Strong interest in technology and relevant work experience
- Prior development or IT experience
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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.
