VP, Portfolio Analytics and Monitoring

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. 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 our website at www.oaktreecapital.com. Responsibilities Oaktree’s Risk, Reporting & Analytics (“RRA”) team is looking for a Vice President to play a leading role in Oaktree’s private credit analytics team. The Vice President will work closely with investment professionals, legal and compliance, accounting and tax, deal operations, and investment reporting teams. 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. We are seeking an analytical and industrious professional with a passion for private credit, investment operations, data, and portfolio monitoring. The individual is expected to be a subject matter expert in the private credit investment lifecycle, with a deep understanding of the processes, documentation, and data management required to monitor private credit portfolios. In this capacity, they will manage deal reporting and analytics and help create tools to monitor investment risk and aid portfolio management. Responsibilities include: 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; Assisting investment team with tracking of company-level data including financials, covenant compliance or other information rights; Partnering with the portfolio reporting teams to review quarterly valuations and marketing materials for accuracy; Developing a complete understanding of the roles and responsibilities, systems and processes across each internal functional group; and Partnering with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process. Qualifications 10+ years of experience at an asset management company, investment bank or other financial services company 5+ years of experie...