Assistant Vice President - Risk, Reporting & Analytics

Responsibilities

• Responsibilities include:
• Analysis & Reporting
• Develop analyses and reports related to the portfolios and positions across different strategies on a recurring reporting and ad-hoc basis;
• Independently lead and respond to quantitative inquiries related to strategic and capital raising initiatives, leveraging existing reports and developing bespoke analyses to ensure efficient, timely and successful completion;
• Master in-house system technology to learn to source data and create new data extracts to efficiently respond to data requests;
• Serve as a subject matter expert on the assigned strategies and resource to organizational partners;
• Technology Enablement
• Utilize Python, SQL and/or data visualization tools (e.g., Power BI) to manage and manipulate large data sets, and create standardized reports or dashboards;
• Lead the implementation of process changes, automated reports and technology systems to generate standard and recurring investor reporting as well as dynamic performance and portfolio metrics and insights;
• Leverage reporting and systems knowledge to gather and document implementation requirements;
• Partnership & Innovation
• Collaborate with organizational partners to produce and advance R&P deliverables: Investment/Portfolio Management, Product Specialists, Investor Relations, Marketing and business development, Accounting, IT, and Compliance;
• Evolve strategy and portfolio reporting suite in response to, and in anticipation of, new strategies, investor needs and industry trends;
• Identify and execute on team-wide and strategy-level tactical projects through collaboration with other team members and key stakeholders;

Requirements

• 10+ years of experience at an institutional investor asset management company, investment bank or other financial services company.
• Experience utilizing Python, SQL and/or data visualization tools.
• Deep knowledge of alternative investments broadly as well as specific knowledge of relevant reporting/dashboard outputs and metrics including performance reporting, risk metrics and portfolio characteristics (e.g. TWR, IRR, MOIC, loss/default and recovery stats)
• Outstanding verbal and written communication skills to work cross-functionally and at all levels internally.
• Basic understanding of project management software such as Jira, Confluence a plus.
• Basic understanding of accounting principles and concepts.
• Personal Attributes
• Highly motivated to succeed and to foster success of his/her teammates.
• Outstanding initiative, ability to operate independently and a strong work ethic.
• Forward-thinking, creative, and flexible to independently balance multiple short- and long-term deliverables simultaneously in a fast-paced environment.
• A self-starter who originates ideas, and identifies and captures opportunities. Excellent interpersonal skills with the ability to leverage firm wide resources in an effective and judicious manner.
• Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions.
• Ability to lead team members throughout the R&P organization, serving as a change agent with a focus on innovation.
• Strong integrity and professionalism, and share Oaktree's common goal of excellence.
• Passion for improving systems and processes.
• Education
• Bachelor's degree required. CFA and/or ACA a plus.
• Equal Opportunity Employment Policy

Benefits

Additional Information

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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