Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,200 employees and offices in 22 cities worldwide.

We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

For additional information please visit our website at www.oaktreecapital.com.

Responsibilities

The Reporting & Performance (“R&P”) department is responsible for delivering best-in-class, technology-enabled analyses and reporting to Oaktree’s current and prospective investors, and portfolio management professionals globally. The Vice President will directly support and cover the firm’s Global Private Credit strategies.

Responsibilities include:

Analysis & Reporting

• Develop analyses and reports related to the portfolios and positions across different strategies on a recurring reporting and ad-hoc basis;

• Independently lead and respond to quantitative inquiries related to strategic and capital raising initiatives, leveraging existing reports and developing bespoke analyses to ensure efficient, timely and successful completion;

• Master in-house system technology to learn to source data and create new data extracts to efficiently respond to data requests; and

• Serve as a subject matter expert on the assigned strategies and resource to organizational partners.

Technology Enablement

• Utilize Python, SQL and/or data visualization tools (e.g., Power BI) to manage and manipulate large data sets, and create standardized reports or dashboards;

• Lead the implementation of process changes, automated reports and technology systems to generate standard and recurring investor reporting as well as dynamic performance and portfolio metrics and insights; and

• Leverage reporting and systems knowledge to gather and document implementation requirements.

Partnership & Innovation

• Collaborate with organizational partners to produce and advance R&P deliverables, who include: Investment/Portfolio Management, Product Specialists, Investor Relations, Marketing and business development, Accounting, IT, and Compliance;

• Evolve strategy and portfolio reporting suite in response to, and in anticipation of, new strategies, investor needs and industry trends; and

• Identify and execute on team-wide and strategy-level tactical projects through collaboration with other team members and key stakeholders.

Qualifications

• 10+ years of experience at an institutional investor asset management company, investment bank or other financial services company

• Deep knowledge of alternative investments broadly as well as specific knowledge of relevant reporting/dashboard outputs and metrics including performance reporting, risk metrics and portfolio characteristics

• Experience utilizing Python, SQL and/or data visualization tools (e.g., Power BI)

• Outstanding verbal and written communication skills to work cross-functionally and at all levels internally

• Basic understanding of project management software such as Jira, Confluence a plus

• Basic understanding of accounting principles and concepts

Personal Attributes

• Highly motivated to succeed and to foster success of his/her teammates

• Outstanding initiative, ability to operate independently and a strong work ethic

• Forward-thinking, creative, and flexible to independently balance multiple short- and long-term deliverables simultaneously in a fast-paced environment

• A self-starter who originates ideas and identifies and captures opportunities.  Excellent interpersonal skills with the ability to leverage firm wide resources in an effective and judicious manner

• Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions

• Ability to lead team members throughout the R&P organization, serving as a change agent with a focus on innovation

• Strong integrity and professionalism, and share Oaktree’s common goal of excellence

• Passion for improving systems and processes

Education

Bachelor’s degree required. CFA and/or ACA a plus.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.