Oaktree Capital Management

  • Associate, Firm Analytics

    Job Locations US-CA-Los Angeles
    Job ID
    Job Department
    Client Relations
  • Company Overview

    Oaktree is a leader among global investment managers specializing in alternative investments, with $121 billion in assets under management as of March 31, 2018. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 900 employees and offices in 18 cities worldwide. #LI-SD1


    As a member of the Client Relations team, the Diligence Services – Firm Analytics Associate will support current and prospective clients in responding to their quantitative ad-hoc and recurring requests related to diligence and ongoing monitoring efforts.  Additionally, the Diligence Services Associate will serve as a firm resource for analysis related to AUM and firm analytical reporting.


    Responsibilities include, but are not limited to:


    • Interacting with functional areas across the company,  including but not limited to portfolio management, portfolio analysis and reporting, marketing, client services, product specialists, accounting, compliance, and legal in order to complete prospect and client requests;
    • Conducting data manipulation and analysis within short timelines;
    • Responding to recurring client/consultant analytical diligence requests;
    • Preparing quarterly firm analytics reporting;
    • Performing client relationship summary reporting for Oaktree executives;
    • Maintaining firm and strategy account turnover data and performing related analytical reporting;
    • Performing quality control checks on data posted to third-party/consultant databases as well as analysis conducted by internal team members;
    • Performing other tasks and project work as assigned


    • 3-4 years of experience at an Asset Management company, Investment Bank or other related financial services company is preferred;
    • Strong command of all or a majority of Oaktree’s investment areas (Credit, Private Equity, Real Assets and Listed Equities) and their relevant performance and portfolio metrics;
    • Strong analytical background and experience managing and manipulating large amounts of data in Microsoft Excel;
    • Ability to craft thoughtful and custom analysis using large datasets;
    • Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills and attention detail; 
    • Articulate and creative communicator: ability to interpret data and analysis for a wide range of audiences.

    Personal Attributes

    • Outstanding initiative and a strong work ethic; 
    • Ability to operate independently on short and long term goals;
    • Excellent interpersonal, written and verbal communication skills and the ability to clearly articulate complex concepts, ideas and processes
    • Strong written and verbal communication skills
    • Passion for improving systems and processes;
    • Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions;
    • Resourceful, team-oriented and collaborative and must possess strong integrity and professionalism


    A Bachelor’s degree is required (major in Finance, Accounting, Business, Economics or related field preferred).


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