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Vice President of Portfolio Analytics and Reporting

3 months ago


London, Greater London, United Kingdom Oaktree Capital Management Full time

Company 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, private equity, real assets, and publicly traded equities. With a dedicated workforce of over 1,200 professionals across 22 global offices, we pride ourselves on our collaborative and inclusive culture.

We are dedicated to fostering 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") department plays a crucial role in delivering top-tier, technology-driven analyses and reporting to both current and prospective investors, as well as portfolio management teams worldwide. The Vice President will specifically support the firm's Global Private Credit strategies.

The primary responsibilities include:

Analysis & Reporting
  • Create and manage analyses and reports concerning portfolios and positions across various strategies, both on a regular and ad-hoc basis;
  • Take the lead on quantitative inquiries related to strategic initiatives and capital raising efforts, utilizing existing reports and crafting tailored analyses for timely and effective outcomes;
  • Gain expertise in internal systems to source data and develop new data extracts for efficient data request responses;
  • Act as a subject matter expert for assigned strategies and a resource for organizational partners.
Technology Enablement
  • Employ Python, SQL, and/or data visualization tools (e.g., Power BI) to handle and analyze large datasets, producing standardized reports or dashboards;
  • Spearhead the implementation of process enhancements, automated reporting, and technology systems to facilitate standard and recurring investor reporting, along with dynamic performance and portfolio insights;
  • Utilize reporting and systems knowledge to gather and document implementation requirements.
Partnership & Innovation
  • Collaborate with various organizational partners to enhance R&P deliverables, including Investment/Portfolio Management, Product Specialists, Investor Relations, Marketing, Accounting, IT, and Compliance;
  • Advance the strategy and portfolio reporting suite in response to evolving investor needs and industry trends;
  • Identify and execute team-wide and strategy-level tactical projects through collaboration with team members and key stakeholders.

Qualifications

  • A minimum of 10 years of experience in an institutional investment management firm, investment banking, or related financial services;
  • 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 is preferred.

Personal Attributes

  • Highly driven to achieve success and support the success of colleagues;
  • Demonstrates initiative, independence, and a strong work ethic;
  • Creative and adaptable, capable of managing multiple short- and long-term deliverables in a fast-paced environment;
  • A proactive individual who generates ideas and identifies opportunities;
  • Detail-oriented with strong problem-solving abilities, capable of independently researching issues and proposing solutions;
  • Ability to lead and inspire team members within the R&P organization, acting as a change agent focused on innovation;
  • Upholds high standards of integrity and professionalism, aligning with Oaktree's commitment to excellence;
  • Passionate about enhancing systems and processes.

Education

A Bachelor's degree is required. CFA and/or ACA designations 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.