Job Abstract

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 2024. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. The firm has over 1,200 employees and offices in 23 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.

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

Responsibilities

Oaktree’s Performance & Reporting team is seeking an individual to join our team out of our Los Angeles office to work on our Control Strategies: Special Situations and Power Opportunities. Together with our team-lead in LA this individual will partner with the Investment Team, Product Specialists, and Accounting to produce portfolio management dashboards, prepare client reports and prospect materials in a consistent and accurate manner.

Responsibilities include:

• Deliver analyses, dashboards and reports to the Investment Team, prospects, consultants and clients related to the positions invested by various Oaktree’s strategies located in Los Angeles;
• Serve as a subject matter expert on these strategies and resource to the Investment Team, Product Specialists, Marketing Representatives and Client Services;
• Evolve our reporting suite in response to, and in anticipation of, new strategies, client and industry demands for our closed-end and evergreen strategies;
• Master system technology to learn to source data and create new data extracts for various Oaktree portfolios, and to increase efficiency on various reporting

Qualifications

• 3-6 years of experience at an Asset Management company, Investment Bank or other financial services company.
• Experience utilizing SQL and data visualization tools (e.g., Power BI, SSRS) to create standardized reports or dashboards. Experience with Python is a plus.
• Familiarity with private equity investing especially with secondary market debt (distress-for-control). Knowledge on public markets a plus as well
• Knowledge of relevant reporting/dashboard outputs and metrics including performance reporting, risk metrics and portfolio characteristics.
• Familiarity with different portfolio aggregation perspectives: Region/Country breakdown, industry breakdown
• Comfortable working with Portfolio Managers, prospects and clients to understand and define reporting requirements.

Personal Attributes

• Outstanding initiative, ability to operate independently and a strong work ethic.
• Ability to operate independently on short- and long-term goals.
• Self-starting without direct direction, with the ability to add value to the wider team
• 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 as well as strong integrity and professionalism.
• Passion for improving systems and processes.

Education

Bachelor’s degree required.

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.