Senior Associate – Risk, 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

Responsibilities

The Risk, Reporting & Analytics (RR&A) department is responsible for delivering best-in-class, technology-enabled analyses and reporting to Oaktree's current and prospective investors, and portfolio management professionals globally. We are seeking a Senior Associate with strong expertise in Microsoft Fabric and Power BI. This role is ideal for candidates with asset management or financial services experience who can build advanced dashboards and paginated reports that strengthen deal team analytics and enhance client reporting. The successful candidate will leverage technical BI expertise and investment management knowledge to deliver accurate and insightful solutions for stakeholders.

Responsibilities include:

• Architect and implement Power BI solutions in Microsoft Fabric, set up and manage deployment pipelines, and design streamlined end-to-end BI workflows

• Develop, enhance, and maintain Power BI dashboards and reports to support business decision-making across investment, risk, and product specialist teams

• Write efficient SQL queries and DAX measures to support analytical models and reporting

• Build and maintain DAX calculations, Power Query (M) scripts, and Fabric dataflows to ensure robust, scalable, and high-performing BI models

• Design and enforce semantic model security frameworks, including Row-Level Security (RLS) and Object-Level Security (OLS), to protect sensitive data

• Ensure data integrity, accuracy, and consistency across reporting platforms

• Contribute to BI strategy, governance, and adoption of best practices within the firm

Qualifications

• 7+ years of relevant experience

• 4-8years in data analytics and BI development on cloud platforms within an investment management environment

• Prior experience in an asset management or financial services firm, with exposure to portfolio analytics, fund performance, risk, or regulatory reporting

• Proficiency in Microsoft Fabric for developing data pipelines, dataflows, Lakehouse, and data warehouse solutions

• Experience with SQL and SQL Server Management Studio (SSMS) for querying, data modeling, and performance optimization

• Contribute to data governance, reporting standards, and compliance frameworks across the firm

• Familiarity with Python for data analysis and automation preferred

Personal Attributes

• Excellent communication and presentation skills, with the ability to explain technical insights to senior stakeholders. Must have proficiency in English

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

• Extremely detail-oriented, careful, and 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

• Passion for data-driven decision-making and continuous professional development

• Self-motivated team player with strong collaboration skills and the ability to thrive in a fast-paced environment

Education

Bachelor's degree in Information Systems, Data Analytics, or related field (Master's degree preferred)

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.