• Onboarded and managed client investment portfolios on Oxane’s proprietary platform, ensuring accurate setup and data integrity. • Collaborated closely with clients to support investment transactions across Structured Finance, Whole Loans, Asset-Backed Securities (ABS), and Commercial Real Estate (CRE) portfolios. • Coordinated with clients and internal stakeholders to manage timelines, track deliverables, and ensure timely execution of business requirements. • Analyzed and interpreted data tapes, legal agreements, trustee reports, and other transaction documents to support portfolio management and cash flow monitoring. • Managed monthly data processing, validation, and reporting activities for client portfolios. • Calculated and monitored financial covenants, performance metrics, and key portfolio indicators to ensure compliance and performance tracking. • Reviewed platform-generated reports, validated underlying logic and calculations, and ensured accuracy of outputs delivered to clients. • Presented portfolio analytics, performance insights, and reporting outcomes to clients, addressing queries and aligning deliverables with client expectations. • Identified process improvement opportunities and supported operational excellence through effective data management and quality control practices. Requirements • Strong understanding of Structured Finance products, including Asset-Backed Securities (ABS), Corporate Credit, and related investment products. • Sound knowledge of financial analysis, financial statements, and key credit and investment concepts. • Proficient in Microsoft Excel for data analysis, reporting, and financial modeling. • Demonstrated ability to work independently while effectively collaborating with cross-functional teams in fast-paced environments. • Excellent written, verbal, and interpersonal communication skills, with experience interacting directly with clients and stakeholders. • Proven ability to manage multiple priorities and deliver high-quality work under tight deadlines and pressure situations. • Strong analytical and problem-solving capabilities with attention to detail and accuracy. • Educational background in Finance, including Graduation, MBA, or other advanced finance-related qualifications. • Experience working with Investment Banks, Investment Management Firms, Financial Advisory Firms, or other financial services organizations. • Ability to understand complex financial structures, interpret transaction documents, and communicate analytical insights effectively.