Oaktree Capital Management

  • Intern, Client Relations and Portfolio Analytics, Risk & Reporting

    Job Locations US-CA-Los Angeles
    Job ID
    Job Department
    Client Relations and Portfolio Analytics, Risk & Reporting
  • Company Overview

    Oaktree is a leader among global investment managers specializing in alternative investments, with $122 billion in assets under management as of June 30, 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


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


    The summer 2019 internship offers a rotation between Client Relations and Portfolio Analytics, Risk & Reporting (PARR). Client Relations comprises our Client Services, Diligence Services and Product Management functions. PARR is responsible for reporting and analytics that support Oaktree’s portfolio management teams, clients, related consultants and prospects.


    Key responsibilities for this internship include:

    • Supporting key strategic initiatives for Client Relations and PARR
    • Supporting critical business operations in support of Oaktree’s clients, prospects and internal stakeholders
    • Learning about the company’s complex, systematic investment process, markets invested in, financial instruments used and the reporting processes that support Oaktree’s portfolio management teams, clients, related consultants and prospects
    • Mastering system technology to learn to create data extracts for reporting purposes;
    • Reviewing financial data for various Oaktree portfolios and developing charts and tables for presentations and publications
    • Preparing a large number of ad hoc and quarterly standard reports and participating in the research, design and creation of new reports as needed; and
    • Assisting Reporting & Analytics Leads with data needs and research to support reporting processes and execution.


    • Applicable work experience at an Asset Management company, Investment Bank or other related financial services company preferred
    • A strong interest in finance, be highly analytical and be willing to learn a great deal about a large number of diversified investment strategies;
    • Advanced Excel skills – pivot tables, macros, “what-if” statements; Experience managing and manipulating large amounts of data in Microsoft Excel.
    • Comfortable and capable of working with portfolio managers, client service representatives, and accountants.

    Personal Attributes

    • Outstanding initiative and a strong work ethic.
    • Ability to operate independently on short and long term goals.
    • 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.
    • Organized and able to manage multiple projects with differing priorities to meet deadlines.
    • Team-oriented and must possess strong integrity and professionalism and share Oaktree’s common goal of excellence.
    • Passion for improving systems and processes.


    Rising junior or senior enrolled in a Bachelor’s degree program from a top university with a major in Economics, Business, Mathematics, Engineering or another related field.


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