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Analyst - Portfolio Management Group

Salary

₹6 - 8 LPA

Min Experience

0 years

Location

Gurgaon

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

▪ Onboarding the client's investment portfolio on Oxane's proprietary platform ▪ Work closely with the clients in supporting them in monitoring the performance of the investment transactions across various asset classes ▪ Build financial models/reports as per client's requirements and analyze historical performance to identify the key drivers and assess the performance. ▪ Review and extract relevant data from financial statements, loan agreements, amendment documents and other reports as required by clients or for analyzing the credit ▪ Calculating and monitoring financial covenants and key metrics for risk surveillance ▪ Review the reports on the Oxane proprietary platform and need to ensure that the logic is accurate and up to date. ▪ Presenting the analytics to clients to match their expectations

Skills

financial modeling
data analysis
financial statements
credit analysis
financial covenants