Senior Associate, Reporting

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 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.  The firm has over 1400 employees and offices in 25 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

Scope and responsibilities

• Deliver Recurring Reporting, Ad Hoc Reporting, Complete RFPs, and DDQs

• Automate Reporting and Operationalize processes working across groups

• Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL

• Ad Hoc Analyses related to Analytics, Performance, Holdings, Transactions

• Liaise with internal/third party providers to fix issues

• Participating in scrum calls to be aware of development agenda

Experience required

• 7+ years of work experience with at least 3 years of experience working in a fixed income financial firm

• Expert level understanding of performance calculations, brinson attribution, fixed income attribution

• Expert level understanding of Geneva

• Expert level understanding of financial analytics (Yields, Spreads, Durations, etc..)

• Experience with MS SQL Server

• Preferred with Power BI, Python(plus) or R (plus)

• Preferred with Azure (plus), Fabric(plus)

• Experience with Bloomberg (plus), Factset (plus), Monis (optional)

• Experience with Risk Models (plus)

Personal attributes

• Candidate must be able to communicate well verbally and in writing. Must have proficiency in English.

• Must be Detail Oriented and Careful

• Must be able to follow through on plans and be accountable for his/her work process.

• Self-starter with a proven ability to take initiative and strong problem-solving skills. 

• Must be open to learn and have the ability to grasp new technologies quickly.

• Strong organizational skills, possessing the ability to meet deadlines, prioritize effectively and work independently within guidelines.

• Team player with strong integrity and professionalism who can work well with others in the group.

Education

• Must have 1 of the following MBA, CFA, FRM, CIPM or deep work experience working with fixed income financial analytics

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.

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.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.