Shreyansh Chaturvedi
Portfolio Management Analyst @Oxane Partners
Signup · Get unlimited contacts
WORK HISTORY
Portfolio Management Analyst @Oxane Partners
Gurugram, IN
Support end-to-end monitoring of structured private credit and alternative investment portfolios for multiple global asset managers, banks, and alternative investment firms- Perform credit risk analysis through detailed review of financial statements, cash flow waterfalls, credit agreements, amendments, and transaction documentation- Build, automate, and maintain borrowing base, covenant, and scenario-based risk models to assess downside risk, liquidity headroom, and breach probability at both transaction and portfolio levels- Monitor and calculate financial covenants, key risk indicators (KRIs), and portfolio metrics, enabling proactive risk identification and early warning triggers- Conduct stress testing and sensitivity analysis under adverse macroeconomic and idiosyncratic scenarios to support investment oversight and risk governance- Prepare weekly and monthly portfolio risk and surveillance reports used by investment, risk, and portfolio management teams for decision-making- Develop automated dashboards and analytics using Advanced Excel and VBA to improve transparency into portfolio performance, exposure, and risk drivers- Ensure data accuracy and model integrity on proprietary platforms through logic validation, reconciliations, and coordination with internal technology teams.
EDUCATION
University of Calcutta
Bachelor of Commerce - BCom, Accounting and Finance
ABOUT SHREYANSH CHATURVEDI
Finance Enthusiast | CFA Level 3 Candidate | Aspiring Portfolio Manager I’m a finance professional actively working toward my CFA certification, passionate about valuations, financial modeling, and the stock market. My journey in finance started with a fascination for understanding how businesses are valued and what drives the prices in markets. As I continue my studies, I am enthusiastic about learning how to apply core finance principles to real-world challenges.Though at the early stages of my career, I bring a strong foundation in financial concepts and a commitment to continuous learning. I have gained a grounding in the fundamentals of valuation and financial analysis through coursework and hands-on projects, where I’ve practiced building financial models and analyzing trends. I thrive on collaboration, curiosity, and am committed to learning from mentors and peers who share my passion for finance.My goal is to build a career in finance where I can apply my skills in analysis, problem-solving, and modeling to make an impact. I’m eager to connect with industry professionals and explore opportunities that allow me to contribute while furthering my experience in this dynamic field.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.