MD WAQAS

· Managed the overall MM/BSL desk for Oxane, where the clientele include major global institutional investors investing in structured credit products.

· Responsible for working closely with the clients in assisting, monitoring and reporting key metrics of their investments. Also, supporting them for risk and exposure monitoring of the transactions.

· Researching across legal agreements, reviewing key metrics, understanding the portfolio and prepare the reporting for the same.

· Calculation and monitoring covenants, concentration limits, eligibility criteria and other Key metrics.

· Lead the daily operations of various workstream and ensure all deliverables are accurate and punctual.

· Coordination with the BA and IT team to ensure that the data and logics on the proprietary platform are accurate.

· Mentor and guide the freshers of the team with the aim to improve the overall learning curve.

· Provide enhanced surveillance to the clients on their portfolios and share critical aspects with respect to overall performance proactively.

Standardizing and streamlining processes to increase efficiencies and setting up SOPs and processes around deliverables.

• Working closely with the clients in supporting them through various stages in the life cycle of an investment transaction across various credit and alternate asset classes loan portfolios, structured credit products, specialty financing
• Pre-deal Closure- Work as an extended team of clients on portfolio underwriting which includes creating financial models from scratch, modelling for different scenarios, running sensitivities and analytics
• Extract relevant data from information memorandum, loan tapes, or credit agreements as required by clients or for modelling purposes
• Present the analysis or financial models to clients/ third parties on calls as well as assist in the preparation of investment summaries and credit memos
• Critically review and audit financial models prepared by other parties and share observations and remediation with the client
• Post-deal Closure- Create credible, flexible and fully transparent financial models to provide an independent valuation on a periodic basis to clients in the hedge fund, private equity and investment management space, based on regulatory requirements of alternative investment funds
• Use information from historical portfolio performance, market data tools (like Bloomberg), and other market insights to project future cash flows
• Run sensitivities to understand how the valuations will be affected by various market scenarios
• Provide support for asset management reporting, financial due diligence, post-deal analysis and business planning and any ad-hoc analytics for portfolio monitoring, surveillance, and reporting
• Present the valuation outputs to clients and auditors on call
• Full ownership of client engagements from people as well project perspective
• Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.

• Company Overview: Worked as a credit analyst for one of the top US Bank which provides capital markets-based financing solutions to corporate commercial customers, including finance companies, mortgage companies and asset managers
• Good understanding of securitization, strong knowledge of financial statements/offer memorandum/term sheets
• Detailed orientation and quantitative aspects of Credit Approvals and building financial analytics for risk monitoring
• Regular coordination with the on-shore team
• Monitoring and internal reporting post-closure of a deal
• Regular tracking on deal collaterals and analysis of credit quality and liquidity of borrowers and assets
• Regulatory reporting, monthly and quarterly assessment and preparation of reports for the same
• Worked as a credit analyst for one of the top US Bank which provides capital markets-based financing solutions to corporate commercial customers, including finance companies, mortgage companies and asset managers
• Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
• Made decisions and recommendations about extending lines of credit.
• Enhanced credit risk assessment by conducting thorough financial statement analysis and cash flow projections.