Oaktree

Oaktree

Vice President, Portfolio Analytics and Monitoring

Los Angeles · Exec

Sponsorship not specified$185k-$225kDetected 30 days ago
PythonSQLAccountingValuationCommunicationOrganizational SkillsCFA

About the role

  • Oaktree is a leader among global investment managers specializing in alternative investments, with about $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 1,400 employees and offices in 25 cities worldwide.

Responsibilities

  • Collecting, organizing and managing data and information about prospective and existing investments to support portfolio management decisions, investor reporting, investor diligence and portfolio construction
  • Driving the effort to build and enhance the analytical frameworks and tools to support monitoring and reporting for Oaktree's private credit businesses
  • Participating in data collection to support the valuation of existing investments
  • Developing a complete understanding of the roles and responsibilities, systems and processes across each internal functional group
  • In this capacity, they will manage deal reporting and analytics and help create tools to monitor investment risk and aid portfolio management.
  • Developing a complete understanding of the roles and responsibilities, systems and processes across each internal functional group; and

Requirements

  • 10+ years of experience at an asset management company, investment bank or other financial services company
  • Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending, real estate lending, and specialty lending.
  • Experience with industry technology used in supporting private lending and/or BSL strategies.
  • Strong technical skills such as SQL, PowerBI and Python are required
  • Proven ability to operate independently and collaboratively on short- and long-term goals while maintaining the highest quality standards.
  • Excellent interpersonal and communication skills (verbal and written) with the ability to leverage firm wide resources in an effective and judicious manner.
  • The ideal candidate will have strong familiarity with fund structures and terms common to alternative investment markets, private credit data and reporting, as well as portfolio company KPIs.
  • 5+ years of experience in private credit investment portfolio monitoring or portfolio analytics roles, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances
  • Outstanding communication skills to work cross-functionally and at all levels internally.
  • Basic understanding of accounting and tax principles and concepts.
  • Personal Attributes
  • A self-starter who originates ideas, and identifies and captures opportunities.
  • A natural problem solver
  • have the resolve to independently identify and recommend improvements to enhance productivity, efficiency and the stakeholder experience.
  • Demonstrates sound judgment and strong decision-making skills.

Compensation

  • $185,000 - $225,000
  • 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.

Company info

  • We are seeking an analytical and industrious professional with a passion for private credit, investment operations, data, and portfolio monitoring.
  • We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought.

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.

Visa & Work Authorization

  • 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
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This listing is sourced directly from Oaktree's careers page and normalized into a canonical job model.