Vice President of Portfolio Analytics and Reporting
1 month ago
Company Overview
Oaktree Capital Management is a prominent player in the global investment landscape, specializing in alternative investments with a robust portfolio totaling $192 billion in assets under management. Our firm adopts a value-driven, risk-aware investment philosophy across various sectors, including credit, private equity, real assets, and publicly traded equities. With a workforce exceeding 1,200 professionals across 22 global offices, we pride ourselves on fostering a collaborative and inclusive workplace culture.
We are dedicated to nurturing an environment that values curiosity, diversity of thought, and community engagement through philanthropic efforts.
For more information, please visit our website.
Key Responsibilities
The Reporting & Performance (R&P) division is tasked with delivering exceptional, technology-driven analyses and reporting to both current and prospective investors, as well as portfolio management teams worldwide. The Vice President will play a pivotal role in supporting the firm's Global Private Credit strategies.
Specific responsibilities include:
Analysis & Reporting- Generate comprehensive analyses and reports concerning portfolios and positions across various strategies, both on a scheduled and ad-hoc basis;
- Independently address quantitative inquiries related to strategic initiatives and capital raising efforts, utilizing existing reports and crafting tailored analyses for timely and effective outcomes;
- Gain proficiency in internal systems to extract data and create new data sets to efficiently fulfill data requests;
- Act as a subject matter expert for assigned strategies and a resource for organizational partners.
- Employ Python, SQL, and/or data visualization tools (e.g., Power BI) to manage extensive data sets and develop standardized reports or dashboards;
- Spearhead the adoption of process improvements, automated reporting, and technology systems to facilitate standard and recurring investor reporting alongside dynamic performance and portfolio insights;
- Utilize reporting and systems expertise to gather and document implementation requirements.
- Partner with various organizational teams to enhance R&P deliverables, including Investment/Portfolio Management, Product Specialists, Investor Relations, Marketing, Accounting, IT, and Compliance;
- Continuously refine the strategy and portfolio reporting framework in response to evolving investor needs and industry trends;
- Identify and execute team-wide and strategy-specific projects through collaboration with colleagues and key stakeholders.
Qualifications
- A minimum of 10 years of experience in an institutional investment management firm, investment banking, or related financial services environment;
- Extensive knowledge of alternative investments and familiarity with relevant reporting outputs and metrics, including performance reporting and risk metrics;
- Proficiency in Python, SQL, and/or data visualization tools (e.g., Power BI);
- Exceptional verbal and written communication skills for effective cross-functional collaboration;
- Basic understanding of project management tools such as Jira and Confluence is advantageous;
- Fundamental knowledge of accounting principles and concepts.
Personal Attributes
- Highly driven to achieve success and support the success of team members;
- Strong initiative, ability to work independently, and a solid work ethic;
- Innovative, adaptable, and capable of managing multiple short- and long-term priorities in a dynamic environment;
- A proactive individual who generates ideas and identifies opportunities;
- Detail-oriented with strong problem-solving abilities, demonstrating the resolve to independently research issues and propose solutions;
- Ability to lead team members within the R&P organization, acting as a change agent focused on innovation;
- High integrity and professionalism, aligned with Oaktree's commitment to excellence;
- Passionate about enhancing systems and processes.
Education
A Bachelor's degree is required. CFA and/or ACA credentials are a plus.
Equal Opportunity Employment Policy
Oaktree Capital Management is committed to diversity and equal opportunity in employment. We do not make employment decisions based on race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, disability, veteran status, marital status, or any other classification protected by applicable laws. This policy applies to all aspects of employment, including hiring, promotions, training, and compensation.
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London, Greater London, United Kingdom Oaktree Capital Management Full timeCompany Overview Oaktree Capital Management is a prominent player in the global investment management landscape, focusing on alternative investments, with a robust portfolio totaling $192 billion in assets under management. Our firm prides itself on a value-driven, risk-aware investment philosophy across various asset classes, including credit, private...
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London, Greater London, United Kingdom Oaktree Capital Management Full timeCompany Overview Oaktree Capital Management is a prominent player in the global investment management landscape, specializing in alternative investments, with a robust portfolio totaling $192 billion in assets under management. Our firm adopts a strategic, value-driven, and risk-aware approach to investments across various sectors, including credit,...
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