Oaktree Capital Management

  • Associate/Developer, Portfolio Analytics, Risk and Reporting

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

    As Oaktree’s Portfolio Analytics, Risk and Reporting team (“PARR”), continues to expand its suite of client and portfolio management reports, we are seeking an individual to help produce reports as well as engineer and implement routines that will increase efficiencies in data extraction and report preparation.

    Responsibilities include:

    • Successfully deliver analyses and reports to clients, prospects, consultants and investment teams by understanding Oaktree’s complex, systematic investment process, markets invested in, financial instruments used and reporting processes.
    • Conduct, as necessary, competitor analysis, performance contribution/attribution analysis, and other reports at the request of members of Marketing, Client Relations and the Investment Teams;
    • Review financial data for various Oaktree portfolios and develop charts and tables for presentations and publications;
    • Master system technology to create data extracts for reporting, automate reoccurring analysis and calculations;
    • Utilize SQL Server to write queries, stored procedures and SSIS packages;
    • Utilize Visual Studio C#, Excel, SSRS or VBA to deliver reports to internal and external stake holders;
    • Work with PARR Strategy Specialists as necessary to properly diagnose and resolve production issues;


    • 3-5 years of experience working with Relational Databases, utilizing Visual Studio (or similar tool).
    • Experience programming with an Object Oriented Language.
    • Experience creating SSRS reports preferred.
    • Experience analyzing financial data and metrics with sufficient familiarity to recognize potential issues
    • Comfortable and capable of working with portfolio managers, prospects and clients to understand and define reporting requirements.
    • Familiarity with credit instruments (corporate loans, private equity, and distressed debt) is preferred.

    Personal Attributes

    • Outstanding initiative and a strong work ethic.
    • Ability to operate independently and in a team environment on short and long term goals.
    • 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.
    • Passion for improving systems and processes.
    • Team-oriented and must possess strong integrity and professionalism and share Oaktree’s common goal of excellence


    A Bachelor’s degree is required with a major in Computer Science, Math, Engineering, Economics, Business or another related field.


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