Associate - Risk, Reporting & Analytics

Responsibilities

• Oaktree's Risk, Reporting & Analytics (RR&A) team seeks a regulatory reporting professional to drive and support the ongoing global reporting requirements for Oaktree and its clients (Solvency II, Form PF, etc.).
• Responsibilities include:
• Aggregating and analyzing portfolio data to respond to recurring and ad hoc regulatory reporting requirements;
• Driving efficiency and scale of team deliverables through process optimization and technology to manage and manipulate large data sets and create standardized reports or dashboards; and
• Acting as a "citizen developer" to drive technology-enabled reporting solutions that support investors, investment teams, and business development.

Requirements

• 3-6 years of relevant work experience.
• Strong command of US and European regulatory requirements and an ability to apply that knowledge to Oaktree, responding to quantitative regulatory requirements.
• Deep experience with US/European filings (Form-PF, Solvency II, AIFM, etc..)
• Track record of establishing controls frameworks and internal processes to ensure the timely and accurate production of required regulatory reports
• Experience working with 3rd party regulatory reporting systems (Omnia, Confluence, etc..) is a plus.
• Knowledge of financial analytics (yields, spreads, durations, etc.)
• Skilled in SQL and data visualization tools (e.g., Power BI); Python and Azure experience are advantageous.
• Strong analytical skills and problem-solving ability. Must be a self-starter and detail oriented.
• Proficiency in Bloomberg is a plus
• Previous work experience producing regulatory filings at an investment management firm is a requirement
• Personal Attributes
• Communication & Collaboration: Clear communicator with strong writing and presentation skills; works well across teams and represents leadership priorities effectively.
• Execution & Accountability: Self-starter who sets goals, drives results, and follows through with minimal supervision; outstanding attention to detail and organizational skills.
• Adaptability & Judgment: Manages shifting priorities and high-pressure tasks efficiently; makes sound decisions with limited information.
• Learning & Problem-Solving: Quick to learn new topics and tools; applies research and technical skills to solve problems and improve outcomes.
• Pursuing Excellence: A relentless drive for efficiency utilizing process optimization and technology (e.g., Python, SQL and data visualization tools (e.g., Power BI).
• Education
• Bachelor's degree required, preferably in Accounting, Finance or Economics. MBA, MFE, CPA, CFA and/or CIPM is a plus.
• Equal Opportunity Employment Policy
• 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.

Benefits

Additional Information

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 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 Oaktree's website at http://www.oaktreecapital.com/

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