Responsibilities for this role will include:Develop corporate, department and project earnings and cash flow forecasts;Analyze drivers of historical financial performance, including key trends that are impacting the business;Prepare annual budgets and understand key trends in business unit resource utilization;Understand the components, drivers and evolution of Oaktree’s expenses and forecast them accordingly;Evaluate potential new business development and the associated financial ramifications;... more details
Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $189 billion in assets under management as of December 31, 2023. 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 22 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
Responsibilities for this role will include:
- Develop corporate, department and project earnings and cash flow forecasts;
- Analyze drivers of historical financial performance, including key trends that are impacting the business;
- Prepare annual budgets and understand key trends in business unit resource utilization;
- Understand the components, drivers and evolution of Oaktree’s expenses and forecast them accordingly;
- Evaluate potential new business development and the associated financial ramifications;
- Contribute to various aspects of the quarterly close process;
- Analyze the profitability of Oaktree’s business including expense allocations, margin metrics and growth opportunities;
- Support corporate financing activities, including preparation of materials for lenders and rating agencies; and
- Assist in the preparation of company filings and other internal and external communication documents, including financial analyses for materials shared with Brookfield, the Board of Directors, and other key stakeholders.
Qualifications
- 1-2 years of corporate finance, FP&A, accounting, investment banking or consulting experience;
- Outstanding analytical skills;
- Building and working with complex financial models;
- Basic understanding of financial statements and accounting;
- Knowledge of Microsoft Excel; and
- Familiarity with Workday, SAP BPC or other financial planning and analysis software a plus.
Personal Attributes
- Self-starter with a proven ability to take initiative;
- Responsible with a strong work ethic and sense of dedication;
- Excellent interpersonal, verbal, and written communication skills;
- Works well under pressure and with time constraints;
- Outstanding organization skills with high attention-to-detail;
- Team-oriented with strong integrity and professionalism; and
- Must be able to handle highly confidential information and situations with professionalism and tact.
Education
Bachelor’s degree from a top college or university
Base Salary Range
$75,000 - $95,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
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.
