About the role
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:
- Create credible, flexible,
transparent financial models for periodic valuations for alternative investment
firms. This includes developing models from scratch and running sensitivities
and scenarios.
- 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
- Take a lead on implementing valuation approaches for new
asset types and complex valuations.
- Extract relevant data from information
memorandum, facility agreements, or rating agency reports as required by clients
or for modelling purposes.
- Independently gathering data related
to the investments/models. Analyze the historical portfolio performance data,
identify market benchmarks and gather insights to run the valuations.
- 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.
- Present the valuation outputs
(either on Excel or set-up on Oxane’s 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.
- Assist in the development and enhancement of
valuation policies, procedures, and controls.
- Assist in the preparation ofinvestment summaries andcredit memos.
- Mentor junior team members, conduct technical
training, and oversee smaller teams to ensure timely project completion.
Requirements
- CFA certification is preferred but not mandatory.
- Minimum of 4-7 years of relevant valuation-related
work experience in financial services firm, Investment banking, valuations
firms
- HighlevelofproficiencyinfinancialmodellingusingMSExcel;abilitytowriteVBA/pythoncodeisaplus
- Good understanding of financial statements, prepayments,
defaults, fixed income instruments and various capital structures.
- Demonstrated
verbal and written communication skills, comfortable speaking with senior
management and in front of an audience
- Goodattentiontodetailandalogicalthoughtprocesstoanalysequalitativeandquantitativedata
- Strong analytical and problem-solving skills.
- Ability to work independently as well as help
the team to ensure timely project completion.