Assistant Vice President, Closed-End Portfolio Analytics and Reporting Specialist
2 weeks ago
Oaktree is a leading global investment manager specializing in alternative investments, with a strong focus on delivering best-in-class, technology-enabled analyses and reporting to its current and prospective investors, and portfolio management professionals globally.
Job SummaryWe are seeking an experienced Assistant Vice President to join our Reporting & Performance department, responsible for delivering high-quality analyses and reporting to support Oaktree's Global Private Credit strategies. The successful candidate will have a strong background in alternative investments, excellent analytical and communication skills, and the ability to work independently and collaboratively as part of a team.
Key Responsibilities- Develop and maintain high-quality analyses and reports related to the positions and portfolios across different Oaktree strategies.
- Provide timely and accurate responses to quantitative inquiries related to strategic and capital raising initiatives.
- Master in-house system technology to learn to source data and create new data extracts to efficiently respond to data requests.
- Become a subject matter expert on assigned strategies and resource to organizational partners.
- 6+ years of experience at an asset management company, investment bank or other financial services company.
- Strong knowledge of alternative investments broadly as well as specific knowledge of relevant reporting/dashboard outputs and metrics.
- Experience utilizing Python, SQL and/or data visualization tools to drive data analysis and reporting.
- Outstanding verbal and written communication skills to work with cross-functionally and at all levels internally.
- Outstanding initiative, ability to operate independently and a strong work ethic.
- Ability to operate independently on short- and long-term goals.
- Ability to take on a task/project and 'run with it' to conclusion.
Bachelor's degree required. CFA and/or CPA a plus.
CompensationThe base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
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.
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Los Angeles, California, United States Oaktree Capital Group, LLC Full timeAbout Oaktree Capital Group, LLCOaktree is a leading global investment manager specializing in alternative investments, with a strong focus on value-oriented and risk-controlled approaches. With over $192 billion in assets under management, the firm emphasizes a collaborative and inclusive environment that fosters diversity of thought and innovation.Job...
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Los Angeles, California, United States Oaktree Capital Group, LLC Full timeAbout Oaktree Capital Group, LLCOaktree is a leading global investment manager specializing in alternative investments, with a strong focus on delivering best-in-class, technology-enabled analyses and reporting to its clients and portfolio management professionals. With over $192 billion in assets under management, the firm emphasizes an opportunistic,...
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