< p> Our < strong> Financial Advisory Services< /strong> 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, Corporate Credit, Significant Risk Transfer, etc.< /p> < p> Work closely with the clients in supporting them through various stages in the life cycle of an investment transaction across various credit and alternative asset classes loan portfolios, securitisations, corporate credit and other structured credit products, specialty financing and real estate. The role would involve working on one or more of the following:< /p> < ul> < li> Create credible, flexible, transparent financial models for periodic valuations for alternative investment firms. This includes developing models from scratch and running sensitivities and scenarios.< /li> < li> Building long-term client relationships through exceptional client service includes a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product< /li> < li> Take a lead on implementing valuation approaches for new asset types and complex valuations.< /li> < li> Extract relevant data from information memorandum, facility agreements, or rating agency reports as required by clients or for modelling purposes.< /li> < li> Independently gathering data related to the investments/models. Analyze the historical portfolio performance data,



identify market benchmarks and gather insights to run the valuations.< /li> < li> Ensuring compliance with relevant accounting standards (eg IFRS 13/ ASC 820) and regulatory. Continuously monitor and implement relevant regulatory developments impacting valuation methodologies and reporting.< /li> < li> Present the valuation outputs (either on Excel or set-up on Oxane valuation platform) to clients, investors and auditors on calls. Provide audit support by independently addressing audit queries and participating in audit calls, ensuring timely and accurate responses.< /li> < li> Assist in the development and enhancement of valuation policies, procedures, and controls.< /li> < li> Assist in the preparation of investment summaries and credit memos.< /li> < li> Mentor junior team members, conduct technical training, and oversee smaller teams to ensure timely project completion.< /li> < /ul> < p> Requirements< /p> < ul> < li> CFA certification is preferred but not mandatory.< /li> < li> Minimum of 4-7 years of relevant valuation-related work experience in financial services firm, Investment banking, valuations firms< /li> < li> High level of proficiency in financial modelling using MS Excel; ability to write VBA/python code is a plus< /li> < li> Valuable understanding of financial statements, prepayments, defaults, fixed income instruments and various capital structures.< /li> < li> Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience< /li> < li> Good attention to detail and a logical thought process to analyse qualitative and quantitative data< /li> < li> Strong analytical and problem-solving skills.< /li> < li> Ability to work independently as well as help the team to ensure timely project completion.< /li> < /ul>

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📌 Associate-Financial Advisory Services (Haryana)
🏢 Oxane Partners
📍 Haryana