Ashish Maharshi
Summary
A results-driven financial consultant with over six years of experience in portfolio management, asset-backed finance, securitization, and financial research. Possesses a strong academic foundation and a proven track record of successfully onboarding, standardizing, and managing commercial real estate portfolios comprising 150+ loans with a total AUM of $35 billion. Recognized for exceptional analytical skills, meticulous attention to detail, and the ability to perform effectively under pressure. Adept at delivering strategic insights and optimizing financial processes to drive efficiency and performance
Overview
7
7
years of professional experience
Work History
Senior Associate
Oxane Partners Ltd
06.2023 - Current
- Leading team of 10 people on 3 clients, overseeing project execution, goal setting, skill mapping, and strategic resource planning in collaboration with senior management
- Developed process maps, PnPs, and QC frameworks, implementing automated QC for client's fund level investor reporting, reducing error rates by 95%
- Facilitated understanding of client needs and project requirements through Proof of Concept (PoC) initiatives and detailed scope discussions
- Orchestrated the seamless onboarding of client portfolios onto the proprietary platform, conducting thorough re-underwriting of loans and tailoring financial models to meet specific client needs
- Ensured the holistic management of portfolios throughout the lifecycle of existing loans, prioritizing effective portfolio management strategies
- Generated comprehensive portfolio reports to provide insights into current loan portfolios
- Led projects from inception to execution, overseeing stakeholders, maintaining project trackers, and serving as a key liaison across management levels
- Expertly managed client escalations by conducting internal Root Cause Analyses (RCA) and implementing targeted solutions to address issues promptly
- Provided essential support for various project-related tasks, including client communications, invoicing management, documentation creation, and organizing process improvement sessions
- Expanded contributions beyond primary duties, actively participating in business-related endeavors such as campus and lateral recruitment, as well as mentoring summer interns under management guidance
Associate
Oxane Partners Ltd
10.2021 - 05.2023
- Supported leadership team with reporting, analysis, and business presentations to form divisional strategies
- Analyzed sales, profitability, and market conditions and presented findings in a cohesive format
- Led the seamless onboarding of client investment portfolios by analyzing legal agreements and interpreting trustees' reports
- Collaborated closely with clients, offering comprehensive support in monitoring investment transaction performance and status
- Managed the calculation and oversight of critical metrics/tests, including covenants and concentration limits
- Played a pivotal role in the daily operations of multiple workstreams, ensuring the accuracy and timely delivery of all outputs
- Spearheaded efforts to standardize and streamline processes, enhancing efficiency by establishing Standard Operating Procedures (SOPs)
Management Trainee
Genpact India
01.2020 - 10.2021
- Analyzed financial statements offer memorandums, and term sheets to evaluate client liquidity and creditworthiness, considering both lending and equity perspectives
- Led credit analysis and approval processes for corporate loans, with a primary focus on U.S
- Middle Market Loans intended for inclusion as collateral in debt portfolios
- Conducted quarterly reassessments of financial standing, including tasks such as financial statement analysis, development of financial projection models, and evaluation of industry and borrower risks
- Conducted quarterly credit assessments of collateral managers, servicers, and Special Purpose Vehicles (SPVs) responsible for loan servicing
- Guided clients on critical decisions related to Assigned Value, Adjusted Borrowing Value, Borrower and Collateral ratings, and over-collateralization requirements
Analyst
Maxim Research Pvt. Ltd
02.2018 - 07.2019
- Utilized client-specific templates for financial modeling, conducting underwriting, and analyzing deals
- Provided concise summaries and comprehensive research support for assessment reports on Initial Coin Offerings (ICOs)
- Conducted sector-agnostic company research, with a focus on special situations such as spin-offs and carve-outs
- Offered research support across diverse reports encompassing Cryptocurrency Regulations, Crypto-Markets, and evaluations of top-performing cryptocurrencies
Education
MBA - Finance
Indian Institute of Cost & Management Studies & Research
01.2018
BBA - undefined
VP Institute of Management Studies & Research
01.2016
Skills
- Portfolio Management
- Covenant Compliance
- Portfolio Onboarding
- Client Management
- Corporate Risk
- Spin-off Research
- MS Office Suite
- Six Sigma Green Belt
- Lateral Training
- Corporate Hiring
- Process Standardization
- Change Management
- Training and mentoring
- Project coordination
- Schedule management
- Work estimates
- Team supervision
- Project management
- Timeline estimates
- Process improvement
- Cross-functional teamwork
- Problem-solving
- MS office
- Decision-making
- New hire training
- Management support
- Time management
- Customer engagement
- Performance evaluations
- Client engagement
- Customer relationship management (CRM)
- Complex Problem-solving
- Program support
Timeline
Senior Associate
Oxane Partners Ltd
06.2023 - Current
Associate
Oxane Partners Ltd
10.2021 - 05.2023
Management Trainee
Genpact India
01.2020 - 10.2021
Analyst
Maxim Research Pvt. Ltd
02.2018 - 07.2019
BBA - undefined
VP Institute of Management Studies & Research
MBA - Finance
Indian Institute of Cost & Management Studies & Research
Similar Profiles
MD WAQASMD WAQAS
Senior Associate – Portfolio Management Group at Oxane PartnersSenior Associate – Portfolio Management Group at Oxane Partners
Sarthak ShahSarthak Shah
Tax Associate at Apple Growth Partners (Burton Partners)Tax Associate at Apple Growth Partners (Burton Partners)
Samer SerhalSamer Serhal
Civil Engineer at Nesma and PartnersCivil Engineer at Nesma and Partners