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.