Associate-Portfolio Management Group (ABF)

• 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.

• 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.