Oaktree
Website:
oaktreecapital.com
Company:
https://www.linkedin.com/company/oaktree-capital-management
Seniority: Associate
Industries: Financial Services, Investment Management, and Venture Capital and Private Equity Principals
Job details:
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.
The Risk & Reporting (R&R) team is building a technology-enabled performance analytics, investor reporting, and reporting-automation infrastructure across Oaktree's closed-end, open-end and evergreen strategies. The team supports nearly 1,000 unique recurring and custom reports and partners across investment teams, Investor Relations / Client Services, Finance / Accounting, Valuation, Data Management, Technology, Legal / Compliance, and enterprise solution groups to improve data quality, reporting speed, and production controls.
For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/
Responsibilities
As a Senior Associate technical resource for our team, you will participate in data engineering, automation, dashboards for enterprise reporting workflows in Alternative Investment Strategies.
Responsibilities include:
Data Engineering & Architecture
- Design and maintain cloud-ready data pipelines and dimensional models using SQL, Python, Power BI, Microsoft Fabric / Azure, and, where relevant, AWS services such as S3, Glue, Lambda, Redshift, Snowflake or Aurora;
- Implement secure, automated ingestion from Oaktree systems, MDM, data warehouse sources, FTP / email feeds, vendor files, Salesforce, servicer or administrator reports, and governed reporting datasets;
- Build performant ELT / ETL workflows for investment, portfolio, cash activity, audit log, exception, exposure, attribution, and reporting-control data;
- Develop reusable SQL and Python utilities, including advanced SQL optimization, window functions, pandas / PySpark data engineering, REST / GraphQL integration, validation checks, and test automation.
BI, Automation & Controls
- Create institutional Power BI dashboards, semantic models, paginated reports, DAX measures, Power Query / M transformations, row-level security, and deployment pipeline assets;
- Troubleshoot refresh failures, gateway / OneLake dataset issues, data type conversion errors, transformation exceptions, and production publishing issues;
- Apply Git, CI/CD, release management, logging, documentation, and data-quality SLAs to make recurring R&R outputs auditable, repeatable, and supportable;
- Use infrastructure-as-code concepts such as CloudFormation or Terraform, and orchestration patterns such as Airflow, Step Functions or Fabric pipelines where appropriate.
Technology & Reporting Coverage
- Support Private Markets reporting workflows through controlled data models, dashboards, reusable extracts, and exception monitoring;
- Build and maintain Power BI / Salesforce-enabled pipeline and enterprise dashboard logic, including deal-stage filters, region filters, expected close dates, accruing-expense flags, and unique deal identifiers;
- Develop checks and exception logs for deal IDs, expense tracking, vendor-fee workflows, Workday tagging, budget fields, Salesforce data quality, and downstream hand-offs to Investment Operations, Fund Accounting, Tax, Investment Team, Investor Relations, Client Services and other enterprise solution users;
- Partner with investment teams, Technology, Finance / Accounting, Tax, administrators, and enterprise solution groups to improve pipeline data quality and reduce ad hoc information requests.
Partnership & Delivery
- Translate business requirements into technical specifications, delivery plans, data dictionaries, acceptance criteria, and production support playbooks;
- Review analyst and associate work, mentor junior team members, and maintain clear handoffs between US stakeholders, Hyderabad delivery, Technology, and report consumers;
- Use approved GenAI tools responsibly to accelerate analysis, documentation, test-case creation, and support diagnostics.
Qualifications
- 10+ years in data engineering, BI development, reporting automation, or analytics engineering, preferably in asset management, investment banking, fund administration, financial services or another data-rich domain with comparable rigor;
- Exposure to alternative investments is required, with domain experience in asset-based finance, structured credit, private credit, opportunistic credit, emerging markets debt or origination vehicle solutions strongly preferred;
- Strong hands-on proficiency with SQL, Python, Power BI, DAX, Power Query / M, semantic models, paginated reports, and data validation for recurring production reporting;
- Working knowledge of cloud data platforms and architecture, including Microsoft Fabric / Azure and/or AWS services such as S3, Glue, Lambda, Redshift, Snowflake or Aurora;
- Hands-on experience developing Microsoft Fabric pipelines, dataflows, Lakehouse and data warehouse solutions, together with PySpark notebooks for distributed data processing in Fabric, Databricks or Synapse Spark environments;
- Working knowledge of the broader Azure data stack, including Azure Data Factory, Azure Synapse Analytics, Azure Data Lake Storage, Azure DevOps, and SQL Server Management Studio for querying, data modeling and performance optimization;
- Experience designing scalable, reusable Power BI solutions using common data models, common measures, standardized layouts and consistent navigation, with semantic-model security including row-level and object-level security;
- Understanding of data governance, reporting standards and compliance frameworks, with a nonnegotiable
focus on data integrity, accuracy, clear naming and documentation;
- Familiarity with return and performance concepts such as TWR, MWR, IRR, MOIC, TVPI, DPI and RVPI,
plus exposure, attribution, benchmark, and investor-reporting outputs;
- Strong written, verbal and presentation skills, with the ability to translate investment, reporting and
data-control requirements into durable technical solutions and explain technical design choices and
trade-offs to senior stakeholders and deal-team partners.
Preferred
- Experience with schema design, CDC, orchestration, IAM / secure data-access patterns, Git, CI/CD,
CodeBuild / CodePipeline, GitHub Actions, testing, and release controls;
- Familiarity with Oaktree-style reporting systems and workflows such as Geneva, IPS, Salesforce,
Workday, AXON, eFront-style investor platforms, Jira, and Confluence;
- Experience supporting collateral performance, credit metrics, exposure analysis, portfolio construction,
investment performance, fund-level reporting, client reporting or reporting operations;
- Experience partnering directly with investment or deal teams through working sessions, borrower calls
and vendor-data validation to understand the decisions dashboards need to support and to iterate based
on live feedback;
- Strong BI design judgment across filter placement, page focus, navigation, drill-through structure,
dynamic titles, footnotes, visual conventions, refresh cadences and controls over user interactions;
- Experience contributing to BI strategy, governance standards and adoption of best practices, with the
judgment to surface trade-offs that could compromise scalability, maintainability or correctness;
- AWS Data Analytics, Power BI Data Analyst, Azure / Fabric, CFA, FRM, CAIA or CIPM credentials are a
plus.
Personal Attributes
- Builder's mindset, energized by replacing manual report production with controlled, well -engineered
data products;
- Strong point of view on how to build BI and analytical solutions, with the judgment to flag concerns
about scalability, maintainability or data accuracy and the collaborative disposition to work through
them;
- Curious, rigorous, and accountable, with the patience to investigate source-system breaks until the data,
controls, and narrative hold together;
- Pragmatic under deadline pressure, comfortable using a strong prototype as the basis for discussion
while maintaining a non-negotiable bar on data-model design, accuracy and clear documentation;
- Organized and independent, able to manage technical workstreams, production incidents,
documentation, reviews, and deadlines;
- Team-oriented and professional, with the ability to mentor analysts and associates on durable reporting
practices and technical quality standards.
Education
Bachelor's or Master's degree in Computer Science, Data Science, Data Analytics, Engineering, Statistics, Mathematics, Finance, Accounting or a related analytical field, or equivalent deep work experience building data / BI solutions in investment management
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.
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.
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