Associate, Risk & Reporting

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. 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. For additional information please visit our website at Responsibilities We are seeking an Associate or Senior Associate to focus primarily on our Asset-Based Finance (ABF) strategy, with the opportunity to extend into our private credit strategies over time. The successful candidate will work in close partnership with the ABF strategy lead, designing a scalable, well-governed Power BI and Microsoft Fabric environment that is easy to maintain and intuitive for the business to use with confidence. This role is well-suited for candidates who combine deep technical BI proficiency with investment management acumen and a strong point of view on how to build durable analytical solutions. Responsibilities include: Build, extend, and maintain the ABF Power BI environment within the established architecture, with a primary focus on collateral performance, credit metrics, exposure analysis, and fund-level reporting Implement and evolve Power BI solutions in Microsoft Fabric using a template-based, reusable approach (common data models, common measures, standardized layouts, and consistent navigation), so that new pages and dashboards can be added without rebuilding from scratch Partner with the ABF deal team in working sessions and embedded engagements (including borrower calls and vendor data validation where relevant) to understand the decisions the dashboards need to support, validate outputs against business needs, and iterate based on live feedback Bring strong judgment on BI design – filter placement, navigation, page focus, drill-through structure, dynamic titles, footnotes, and Oaktree-branded visual conventions – so that consistency across the environment is preserved as it scales Write efficient SQL queries, DAX measures, and Power Query (M) scripts to support analytical models, ad-hoc analyses, and recurring deliverables Develop PySpark notebooks within Microsoft Fabric and Azure environments for data transformation, automation, and large-scale data processing Build and maintain Fabric dataflows, pipelines, and Azure-based data engineering workflows (Azure Data Factory, Synapse, Data Lake Storage) to support scalable, secure, and high-performing data solutions Design and enforce semantic model security, including Row-Level Security (RLS) and Object-Level Security (OLS), to protect sensitive deal and investor data Balance flexibility with control by defining what each visual represents, scheduling appropriate refresh cadences, and constraining user interactions that could lead to misleading conclusions Ensure data integrity, accuracy, and consistency across reporting platforms, with a non-negotiable bar on data model foundations, data validation, and clear naming and documentation Contribute to BI strategy, governance standards, and adoption of best practices across the R&R function, partnering closely with the strategy lead to surface trade-offs and work through requests that may compromise scalability, maintainability, or correctness Qualifications 2 to 4 years of experience in data analytics and BI development on cloud platforms, ideally within asset management, financial services, or another data-rich domain with comparable rigor Exposure to alternative investments required; asset-based finance, structured credit, or private credit experience strongly preferred Proficiency in Microsoft Fabric for developing data pipelines, dataflows, Lakehouse, and data warehouse solutions Strong Power BI development skills, including DAX, Power Query (M), semantic modeling, and paginated reports Experience with SQL and SQL Server Management Studio (SSMS) for querying, data modeling, and performance optimization Proficiency in Python for data analysis, automation, and notebook-based development Hands-on experience with PySpark for distributed data processing within 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, and Azure DevOps Understanding of data governance, reporting standards, and compliance frameworks Personal Attributes Strong opinions 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 with the strategy lead Excellent communication and presentation skills, with the ability to explain technical design choices and trade-offs to senior stakeholders and deal-team partners Pragmatic under deadline pressure: comfortable shipping a strong prototype as the basis for discussion, while holding a non-negotiable bar on data model design, data accuracy, and clear documentation Detail-oriented and rigorous, with a natural problem-solving disposition and the resolve to research and validate before drawing conclusions Passion for data-driven decision-making and continuous professional development Self-motivated team player who works in close partnership with others rather than in a silo, with strong collaboration skills and the ability to 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 $100,000 - $135,000 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. At Oaktree, we focus on hiring individuals with intelligence, dedication, team spirit, integrity and a strong work ethic. We welcome the opportunity to speak with talented professionals who have relevant credentials and experience in investments, marketing and client relations, accounting, legal, compliance, information technology, administrative support and other relevant areas. 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.