Oaktree Capital Management

  • Associate - Business Analyst, Portfolio Analytics, Risk and Reporting

    Job Locations US-CA-Los Angeles
    Job ID
    Job Department
    Portfolio Analytics, Risk and Reporting
  • Responsibilities

    Oaktree’s Portfolio Analytics, Risk and Reporting department (“PARR”) is seeking an individual to join our Operations and Systems team, providing Business Analyst capabilities for new reports/processes/functions, as well as partner with technology to evolve our reporting infrastructure. This individual will serve as a change leader as we transition to a more automated environment centered on our new Reporting Data Warehouse. The individual will also monitor operations as well as engineer and implement operational production routines to ensure that high quality reports are delivered accurately, consistently and on time.

    Responsibilities include:

    • Work with PARR senior leaders and IT to support the implementation of Oaktree’s Reporting Data Warehouse;
    • Collaborate with PARR team, IT and other internal partners to draw up formal report specifications for transition reporting to new Data Warehouse platform;
    • Write reports using proprietary tools (and/or project manage the design of reports owned by other PARR strategy analysts);
    • Create and deliver reports to internal and external stakeholders by understanding Oaktree’s complex, systematic investment process, data environment, and reporting processes;
    • Work with technology team to enhance and evolve Oaktree’s existing core data environment to support automated reporting;


    • Minimum 3 years of experience at an Asset Management company, Investment Bank or other related financial services company in a portfolio reporting capacity
    • Foundation in investment finance concepts and familiarity with credit instruments and Fund Accounting;
    • Ability to quarterback assigned projects to resolution, seeking guidance and escalating issues as appropriate;
    • Knowledge of relevant reporting outputs and metrics including portfolio accounting, performance reporting, risk metrics and portfolio characteristics;
    • Comfortable and capable of working with internal and external stakeholders to understand and define reporting requirements;
    • Experience managing and manipulating large amounts of data in Microsoft Excel;
    • Experience using SQL, VBA, C#, and MS Visual Studio preferred;

    Personal Attributes

    • Outstanding initiative and a strong work ethic
    • Ability to operate independently on short and long term goals
    • Detail-oriented and a natural problem solver; have the ability to independently research problems and offer solutions
    • Organized and able to manage multiple projects with differing priorities to meet deadlines
    • Excellent interpersonal skills with the ability to leverage firm wide resources in an effective and judicious manner
    • Team-oriented and must possess strong integrity and professionalism and share Oaktree’s common goal of excellence


    Bachelor’s degree required (major in Accounting, Finance, Engineering or related field).


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