Senior Associate/AVP, Investment Risk

Our Company

As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is 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.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Responsibilities

Oaktree's Risk & Reporting (R&R) department delivers best-in-class, technology-enabled analytics and reporting to current and prospective investors, as well as to portfolio management professionals across the firm globally.

We are seeking an AVP or Senior Associate to lead the development and ongoing management of deal monitoring and reporting for our Asset-Based Finance (ABF) strategy. Working closely with the ABF strategy lead and deal team, this person will translate monitoring needs into clear, reliable dashboards and analysis covering collateral performance, credit metrics, and exposures. The successful candidate will combine investment or financial data experience with strong business intelligence and data capabilities, along with sound judgment on how to deliver solutions that are scalable, well governed, easy to use, and straightforward to maintain.

Responsibilities include:

• Own the development, enhancement, and ongoing support of ABF deal monitoring dashboards and reporting, including collateral performance, credit metrics, and exposure analysis at the deal level.
• Partner closely with the ABF deal team through working sessions and embedded engagements, including borrower calls and vendor data validation where relevant, to understand monitoring needs, validate outputs, and refine the reporting based on live feedback.
• Establish a reusable monitoring framework so that new deals and views can be added efficiently while maintaining consistent definitions, layouts, and navigation.
• Translate complex data into intuitive dashboards, recurring reporting, and ad hoc analysis. Apply sound judgment to visual design, page focus, navigation, metric definitions, and disclosures so users can interpret the information with confidence.
• Develop and maintain the underlying data models, calculations, transformations, and workflows needed to support the dashboards, using Power BI, Microsoft Fabric, and related data tools.
• Maintain a high standard for data integrity, security, performance, refresh schedules, naming, and documentation, including appropriate access controls for sensitive deal and investor information.
• Balance user flexibility with appropriate reporting controls by defining measures and visuals clearly and configuring interactions to reduce the risk of misleading conclusions.
• Contribute to design standards and best practices for ABF monitoring, and work with the strategy lead to assess requests and resolve trade-offs involving scalability, maintainability, and accuracy.

Qualifications

• 4 to 8+ years of experience in data analytics and business intelligence on cloud platforms, ideally within asset management, financial services, or another data-rich environment with comparable rigor.
• Education and experience that demonstrate both strong technical skills and working knowledge of the data and workflows used in securitized markets or ABF. Experience embedded with an ABF or securitized-credit investment team, or at an ABF-focused software or data firm, is strongly preferred.
• Exposure to alternative investments is required; experience in asset-based finance or structured credit is strongly preferred.
• Advanced business intelligence skills, including semantic or data modeling, calculations, query and transformation tools, and paginated reporting. Power BI, DAX, and Power Query (M) are used in our environment; comparable experience with platforms such as Tableau, Qlik, or Looker will be considered.
• Strong SQL and Python skills for querying, data analysis, automation, data modeling, and performance optimization, together with practical experience using a distributed data-processing framework such as PySpark.
• Experience with a modern cloud data platform and its pipeline, orchestration, storage, and development services. Microsoft Fabric and Azure are used in our environment; comparable experience with Databricks, Snowflake, AWS, or GCP will be considered.
• Understanding of data governance, security, reporting standards, and compliance requirements, including the use of row-level or object-level controls to protect sensitive information.

Personal Attributes

• Strong judgment on how to build effective analytical solutions, with the confidence to raise concerns about scalability, maintainability, or data accuracy and the collaborative approach to work through them with the strategy lead.
• Excellent communication and presentation skills, including the ability to explain design choices and trade-offs to senior stakeholders and deal-team partners in clear business terms.
• Pragmatic under deadline pressure and comfortable using a strong prototype to support discussion, while maintaining a high standard for data model design, accuracy, and documentation.
• Detail-oriented and rigorous, with a natural problem-solving approach and the discipline to research and validate information before drawing conclusions.
• Self-motivated team player who works closely with others, adapts well to feedback, and can thrive in a fast-paced environment.

Education

Bachelor’s degree in Computer Science, Engineering, Statistics, Mathematics, Finance, Data Analytics, or related field (Master’s degree preferred)

Base Salary Range

Senior Associate: $130,000 - $155,000

Assistant Vice President: $145,000 - $170,000

In addition to a competitive base salary, you will be eligible to receive 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, as well as prior training and education.

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.