Associate - Loan Servicing

at  Oxane Partners

This role will be a part of our growing Portfolio Management team and the primary responsibility would involve working on certain client engagements where Oxane is providing portfolio management service or reporting services to global institutional investors investing in Structured Credit Products, loan portfolios, asset-backed financing, or securitization transactions. The incumbent will be responsible for working closely with clients in assisting, monitoring, and reporting key metrics of their investments. The role would entail researching across legal agreements, reviewing key metrics, and liaising with trustees and other parties. The incumbent would also be required to interact and coordinate with the client on the performance of the assets and underlying collateral.

REQUIREMENTS

• 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 skills
• Ability to work well under pressure to meet strict and aggressive deadlines
• Desired candidate must have graduated / MBA/ advanced degree in finance
• Prior experience with Investment Bank, Investment Management firm or Financial Advisory firm, CRE Loan Servicing is preferable

• Onboarding the client’s investment portfolio on Oxane’s proprietary platform with the help of IT team
• Work closely with the clients in supporting them in monitoring the performance of the investment transactions across various asset classes
• Review and extract relevant data from financial statements, loan agreements, amendment documents, and other reports as required by clients or for analyzing the credit
• Monitoring of key scheduled events throughout the life of the loan: Interest Payment Date, Maturity Date, Financial Statements, Insurance Requirement, etc.
• Monitoring and reviewing borrower reporting (financials, and compliance certificates, borrowing base) with keen focus on underlying financial covenants and the legitimacy of borrower reported income and expenses
• Running waterfall on Interest payment date
• Build financial models/reports as per client’s requirements and analyze historical performance to identify the key drivers, to assess the performance of trade
• Assist in the preparation of ongoing reporting as required by the client
• Presenting the analytics to clients to match their expectations