Oxane Partners - Senior Associate - Portfolio Management

The incumbent will be exposed to the various asset classes that we deal in, viz. Loan Portfolios, Real Estate, Corporate etc. The primary function of this position is to work independently and manage onboarding and the day-to-day administration of loan servicing and portfolio management across different geographies. The individual would be expected to act as a Subject Matter Expert for the group. Gradually the candidate will be expected to take lead on projects assigned to her/him.

Key Responsibilities:-

- On-boarding new loan facilities requiring review of loan documentation, credit paper, underwriting models and due-diligence reports

- Monitoring of key scheduled events through the life of the loan: Interest Payment Date, Maturity Date, Financial Statements, Covenants, Event of Default, Insurance Requirement, Property Inspection, Valuation clause etc.

- Monitoring and reviewing borrower reporting (tenancy schedules, operating statements, financials and compliance certificates) with keen focus on underlying financial covenants and the legitimacy of borrower reported income and expenses

- Highlight any red flags in reporting to the investors and liaise with the investor and borrower in getting them resolved

- Running the waterfall and remitting funds to various stakeholders

- Assist in the preparation of ongoing reporting as required by the clients

- Other duties as may be assigned Presenting the analytics to clients to match their expectations.

Required Experience/ Skill Set:-

- Knowledge and familiarity with underwriting and/or asset management of real estate investment transactions

- Strong attention to detail and ability to work as a part of the team while taking independent responsibility of the work assigned

- Analytical skills to understand commercial loan documents and borrower financial statements

- Proficient in MS Office, especially MS Excel

- Strong communication skills (both written and verbal)

- Ability to work well under pressure in a fast-paced environment

- Aptitude for Self-Learning - Should be able to demonstrate a self-starting attitude.

Desired Candidate Profile:-

- The desired candidate must have graduated / MBA/ advanced degree in finance

- Experience in Underwriting, Loan Servicing and/or asset management of real estate investment transactions is preferred