Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 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.

This role supports the credit analysis function by managing the onboarding, validation, and interpretation of financial data received from borrower financial statements and compliance certificates. The candidate will ensure data integrity, accuracy in covenant monitoring, and proper application of IFRS-based accounting concepts for financial analysis and reporting.
 

For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Responsibilities

The incumbent will be well versed on the analysis of financial statements of private companies with an emphasis on credit.  The incumbent will oversee the curation of financial statements throughout the investment life cycle, working in close partnership with deal-teams, vendor consultants, and middle and back-office teams.
Responsibilities include: 

Key Responsibilities:

• Collect, review, and onboard financial data from audited/actual financial statements (P&L, Balance Sheet, Cash Flow) and borrower compliance certificates on Monthly/Quarterly or Annual basis.
• Validate and reconcile reported figures to ensure consistency with IFRS standards and internal credit models.
• Calculate and verify financial covenants such as leverage ratios, interest coverage, and liquidity metrics.
• Perform EBITDA adjustments and other normalizations as defined in loan agreements and credit documentation.
• Analyse trends in borrower performance and flag potential risks or covenant breaches to credit analysts.
• Update internal systems and dashboards with accurate financial and covenant data for portfolio monitoring.
• Collaborate with credit and operations teams to support periodic reviews, internal reporting, and audit queries.
• Maintain structured documentation and control over all borrower data and covenant computations.

Qualifications

• At least 4 years of relevant experience
• Strong organizational skills and good knowledge of the Microsoft Office pack, Adobe, etc.

Personal Attributes

• Excellent interpersonal, verbal and written communication skills
• Self-starter with commercial sensibility and a proven ability to take initiative and solve problems as they arise
• Demonstrates clear ownership of tasks through to completion
• Hard-working with strong dedication to the position, the team, and Oaktree
• Ability to build good working relationships and gain confidence of others
• Team-oriented with strong integrity and professionalism and Willingness to listen to feedback, collaborate to solve challenges raised and work to implement sustainable improvements.

Education

• Bachelor’s degree in commerce or Qualified Chartered Accountant.

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.

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.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.