Assistant Vice President, Closed-End Portfolio Analytics and Reporting Specialist

2 weeks ago


Los Angeles, California, United States Oaktree Capital Group, LLC Full time
About Oaktree Capital Group, LLC

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 clients and portfolio management professionals. With over $192 billion in assets under management, the firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities.

Job Summary

We are seeking an experienced Assistant Vice President to join our Reporting & Performance department, responsible for delivering high-quality, data-driven analyses and reporting to support Oaktree's Global Private Credit strategies. The successful candidate will be a skilled analyst with a strong background in alternative investments, data analysis, and reporting, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Develop and maintain comprehensive analyses and reports on portfolio performance, risk metrics, and other key metrics for Oaktree's Global Private Credit strategies.
  • Collaborate with cross-functional teams to design and implement process changes, automated reports, and technology systems to generate standard and recurring investor reporting.
  • Utilize Python, SQL, and data visualization tools to manage and manipulate large data sets, create standardized reports, and dashboards.
  • Participate in the development of strategy and portfolio reporting suites in response to new strategies and investor needs.
Requirements
  • 6+ years of experience in asset management, investment banking, or other financial services companies.
  • Strong knowledge of alternative investments, including performance reporting, risk metrics, and portfolio characteristics.
  • Experience with Python, SQL, and data visualization tools (e.g., Power BI) to drive data analysis and reporting.
  • Excellent verbal and written communication skills to work with cross-functional teams and at all levels internally.
What We Offer

Oaktree offers a competitive base salary, 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.



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