Associate/Senior Associate-Financial Advisory Services

Our Financial Advisory Services team provides comprehensive solutions and support to large global institutional investors, including bulge bracket investment banks, leading private equity firms, hedge funds, and other lenders. We focus on two core mandates: a) Valuations of clients investment positions, b) Modelling and Portfolio Analytics. The workstreams could involve any part of a deal/transaction lifecycle, from origination to valuations and reporting. These deals/transactions span diverse private credit +asset classes and investment structures like Asset Based Finance, Whole Loan Portfolios, Securitised Products, Corporate Credit, Significant Risk Transfer, Commercial Real Estate etc.

Key Responsibilities: -

Work closely with the clients in supporting them through various stages in the life cycle of an investment transaction across multiple credit and alternative asset classes loan portfolios, securitisations and other structured credit products, specialty financing and real estate. The role would involve working on one or more of the following:

• Create and review flexible, transparent financial models for periodic valuations for alternative investment firms. This includes developing models from scratch and running sensitivities and scenarios (either on Excel or set-up on Oxane's valuation platform using python)
• Present the valuation outputs to clients, investors and auditors on calls
• Analyse the historical portfolio performance data, identify market benchmarks and gather insights to run the valuations
• Work as an extended team of clients on underwriting investments which includes creating financial models from scratch, modelling for different scenarios, running sensitivities, analytics and payment waterfalls
• Mentor junior team members, conduct technical training, and oversee smaller teams to ensure timely project completion
• Provide support for asset management reporting, post-deal analysis and business planning and any ad-hoc analytics for portfolio monitoring, surveillance, and reporting
• Ensure adherence to global valuation regulations and guidelines for all valuation deliverables