Current jobs related to Vice President, Portfolio Analytics and Reporting Specialist - London, Greater London - Oaktree Capital Management

  • Vice President of Reporting and Performance

    4 weeks ago

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

    Job Title: Vice President of Reporting and PerformanceOaktree Capital Management is seeking a highly skilled Vice President of Reporting and Performance to join our team. As a key member of our Reporting & Performance department, you will be responsible for delivering best-in-class, technology-enabled analyses and reporting to our current and prospective...

  • Vice President of Reporting and Performance

    4 weeks ago

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

    Job Title: Vice President of Reporting and PerformanceOaktree Capital Management is seeking a highly skilled Vice President of Reporting and Performance to join our team. As a key member of our Reporting & Performance department, you will be responsible for delivering best-in-class, technology-enabled analyses and reporting to our current and prospective...

  • Portfolio Manager Assistant Vice President

    4 weeks ago

    London, Greater London, United Kingdom State Street Full time

    Job Title: Portfolio Admin, Assistant Vice PresidentAbout the Role:We are seeking an experienced Portfolio Admin, Assistant Vice President to join our EMEA Portfolio Services Team. The successful candidate will be responsible for managing the day-to-day running of the team, overseeing cash, positions, and performance, and supporting governance activities.Key...

  • Senior Vice President and Vice President

    1 month ago

    London, Greater London, United Kingdom Altair Global Full time

    Job Title: Senior Vice President and Vice PresidentAltair Global is seeking a highly experienced Senior Vice President and Vice President to lead our global service capabilities and regional growth initiatives.Key Responsibilities:Develop and implement strategies to advance Altair's global service capabilities and regional growth.Collaborate with sales staff...

  • Senior Vice President and Vice President

    1 month ago

    London, Greater London, United Kingdom Altair Global Full time

    Job Title: Senior Vice President and Vice PresidentAltair Global is seeking a highly experienced Senior Vice President and Vice President to lead our global service capabilities and regional growth initiatives.Key Responsibilities:Develop and implement strategies to advance Altair's global service capabilities and regional growth.Collaborate with sales staff...

  • Senior Vice President and Portfolio Manager

    3 weeks ago

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

    Job Title: Senior Vice President and Portfolio ManagerOaktree Capital Management is seeking a highly skilled and experienced Senior Vice President and Portfolio Manager to support the firm's Global Private Credit strategies.ResponsibilitiesThe Reporting & Performance department is responsible for delivering best-in-class, technology-enabled analyses and...

  • Risk Engineering Vice President

    4 weeks ago

    London, Greater London, United Kingdom caia - Jobboard Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President to join our Analytics & Reporting team within Risk Engineering. As a key member of our team, you will be responsible for delivering critical regulatory and risk metrics & analytics across risk domains and firm activities.Key ResponsibilitiesDevelop and maintain robust, systematic &...

  • Risk Engineering Vice President

    4 weeks ago

    London, Greater London, United Kingdom caia - Jobboard Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President to join our Analytics & Reporting team within Risk Engineering. As a key member of our team, you will be responsible for delivering critical regulatory and risk metrics & analytics across risk domains and firm activities.Key ResponsibilitiesDevelop and maintain robust, systematic &...

  • Senior Vice President and Vice President

    1 month ago

    London, Greater London, United Kingdom Moody's Corporation Full time

    Job Title: Senior Vice President and Vice PresidentWe are seeking a highly skilled and experienced Senior Vice President and Vice President to lead our Technology and Digital Economy team at Moody's Corporation.About the RoleThis strategic leadership position is responsible for navigating Moody's through the evolving landscape of IT risks and digital economy...

  • Senior Vice President and Vice President

    1 month ago

    London, Greater London, United Kingdom Moody's Corporation Full time

    Job Title: Senior Vice President and Vice PresidentWe are seeking a highly skilled and experienced Senior Vice President and Vice President to lead our Technology and Digital Economy team at Moody's Corporation.About the RoleThis strategic leadership position is responsible for navigating Moody's through the evolving landscape of IT risks and digital economy...

  • Risk Engineering Vice President

    4 weeks ago

    London, Greater London, United Kingdom Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled Vice President to join our Analytics & Reporting team within Risk Engineering at Goldman Sachs. As a key member of our team, you will be responsible for delivering critical regulatory and risk metrics & analytics across risk domains and firm activities.Key ResponsibilitiesDevelop and maintain robust, systematic &...

  • Risk Engineering Vice President

    4 weeks ago

    London, Greater London, United Kingdom Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled Vice President to join our Analytics & Reporting team within Risk Engineering at Goldman Sachs. As a key member of our team, you will be responsible for delivering critical regulatory and risk metrics & analytics across risk domains and firm activities.Key ResponsibilitiesDevelop and maintain robust, systematic &...

  • Regional Vice President of Sales

    4 weeks ago

    London, Greater London, United Kingdom Keboola Group Full time

    Unlock Your Potential as a Regional Vice President of SalesKeboola Group is a leading provider of data integration and analytics solutions, empowering businesses to unlock the full potential of their data. Our innovative platform enables organisations to streamline their data operations, drive actionable insights, and accelerate growth.About the RoleWe are...

  • Regional Vice President of Sales

    4 weeks ago

    London, Greater London, United Kingdom Keboola Group Full time

    Unlock Your Potential as a Regional Vice President of SalesKeboola Group is a leading provider of data integration and analytics solutions, empowering businesses to unlock the full potential of their data. Our innovative platform enables organisations to streamline their data operations, drive actionable insights, and accelerate growth.About the RoleWe are...

  • Senior Vice President and Vice President

    4 weeks ago

    London, Greater London, United Kingdom Moody's Investors Service Full time

    Job Title: Senior Vice President and Vice PresidentAt Moody's Investors Service, we are seeking a highly skilled and experienced Senior Vice President and Vice President to join our team.About the RoleThe Senior Vice President - Risk Management Tech and Digital Economy is a strategic leadership position responsible for navigating Moody's through the evolving...

  • Senior Vice President and Vice President

    4 weeks ago

    London, Greater London, United Kingdom Moody's Investors Service Full time

    Job Title: Senior Vice President and Vice PresidentAt Moody's Investors Service, we are seeking a highly skilled and experienced Senior Vice President and Vice President to join our team.About the RoleThe Senior Vice President - Risk Management Tech and Digital Economy is a strategic leadership position responsible for navigating Moody's through the evolving...

  • Senior Vice President and Vice President

    4 weeks ago

    London, Greater London, United Kingdom Altair Global Full time

    Job Title: Senior Vice President and Vice PresidentAltair Global is seeking a highly experienced leader to drive our global service capabilities and regional growth initiatives.Key Responsibilities:Develop and implement strategies to advance Altair's global service capabilities and regional growth.Collaborate with sales staff to build a business development...

  • Portfolio Manager Assistant Vice President

    1 month ago

    London, Greater London, United Kingdom State Street Corporation Full time

    About the RoleWe are seeking an experienced Investment Operations Business Professional to join our Portfolio Services Team as an Assistant Vice President. In this role, you will be responsible for managing the day-to-day operations of the team, including oversight of cash, positions, and performance, as well as supporting governance activities and handling...

  • Portfolio Manager Assistant Vice President

    1 month ago

    London, Greater London, United Kingdom State Street Corporation Full time

    About the RoleWe are seeking an experienced Investment Operations Business Professional to join our Portfolio Services Team as an Assistant Vice President. In this role, you will be responsible for managing the day-to-day operations of the team, including oversight of cash, positions, and performance, as well as supporting governance activities and handling...

  • Senior Vice President and Vice President

    4 weeks ago

    London, Greater London, United Kingdom Citigroup Inc. Full time

    We are seeking a highly skilled and experienced Senior Vice President and Vice President to lead our Treasury and Trade Solutions Product Regulatory Compliance team. The successful candidate will be responsible for establishing internal strategies, policies, procedures, processes, and programs to prevent violations of law, rule, or regulation and design and...

Vice President, Portfolio Analytics and Reporting Specialist

2 months ago

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

About Oaktree Capital Management

Oaktree Capital Management is a leading global investment manager specializing in alternative investments, with a strong focus on value-oriented and risk-controlled approaches to investments in credit, private equity, real assets, and listed equities.

We are committed to fostering a collaborative, inclusive, and diverse work environment that encourages innovation and growth. Our team is dedicated to delivering exceptional results and providing opportunities for professional development and community engagement.

Responsibilities

The Reporting & Performance department is responsible for delivering high-quality, technology-enabled analyses and reporting to our investors and portfolio management professionals globally. The Vice President will directly support and cover the firm's Global Private Credit strategies.

Key responsibilities include:

Analysis & Reporting

  • Develop in-depth analyses and reports related to our portfolios and positions across different strategies on a recurring and ad-hoc basis;

  • Independently lead and respond to quantitative inquiries related to strategic and capital raising initiatives, leveraging existing reports and developing bespoke analyses to ensure efficient, timely, and successful completion;

  • Master in-house system technology to learn to source data and create new data extracts to efficiently respond to data requests;

  • Serve as a subject matter expert on the assigned strategies and resource to organizational partners.

Technology Enablement

  • Utilize Python, SQL, and/or data visualization tools (e.g., Power BI) to manage and manipulate large data sets, and create standardized reports or dashboards;

  • Lead the implementation of process changes, automated reports, and technology systems to generate standard and recurring investor reporting as well as dynamic performance and portfolio metrics and insights;

  • Leverage reporting and systems knowledge to gather and document implementation requirements.

Partnership & Innovation

  • Collaborate with organizational partners to produce and advance R&P deliverables, who include: Investment/Portfolio Management, Product Specialists, Investor Relations, Marketing and business development, Accounting, IT, and Compliance;

  • Evolve strategy and portfolio reporting suite in response to, and in anticipation of, new strategies, investor needs, and industry trends;

  • Identify and execute on team-wide and strategy-level tactical projects through collaboration with other team members and key stakeholders.

Qualifications

  • 10+ years of experience at an institutional investor asset management company, investment bank, or other financial services company;

  • Deep knowledge of alternative investments broadly as well as specific knowledge of relevant reporting/dashboard outputs and metrics, including performance reporting, risk metrics, and portfolio characteristics;

  • Experience utilizing Python, SQL, and/or data visualization tools (e.g., Power BI);

  • Outstanding verbal and written communication skills to work cross-functionally and at all levels internally;

  • Basic understanding of project management software such as Jira, Confluence a plus;

  • Basic understanding of accounting principles and concepts.

Personal Attributes

  • Highly motivated to succeed and to foster success of his/her teammates;

  • Outstanding initiative, ability to operate independently, and a strong work ethic;

  • Forward-thinking, creative, and flexible to independently balance multiple short- and long-term deliverables simultaneously in a fast-paced environment;

  • A self-starter who originates ideas and identifies and captures opportunities. Excellent interpersonal skills with the ability to leverage firm-wide resources in an effective and judicious manner;

  • Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions;

  • Ability to lead team members throughout the R&P organization, serving as a change agent with a focus on innovation;

  • Strong integrity and professionalism, and share Oaktree's common goal of excellence;

  • Passion for improving systems and processes.

Education

Bachelor's degree required. CFA and/or ACA a plus.

Equal Opportunity Employment Policy

Oaktree Capital Management is committed to diversity and to equal opportunity employment. We do 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.