Vice President, Portfolio Analytics and Monitoring
Core
Leading the private credit analytics team to build analytical frameworks, manage data collection, and support portfolio monitoring and risk management for Oaktree's private credit businesses.
Role type
Vice President, Portfolio Analytics and Monitoring
Builds
Analytical frameworks and tools for monitoring and reporting on private credit portfolios
Domain
Private Credit / Alternative Investments
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Private credit fund structures and terms, portfolio company KPIs, SQL, PowerBI, Python, credit agreement analysis, valuation support, cross-functional coordination
Preferred skills
CPA, CFA, MBA, industry technology for private lending
Technologies
SQL, PowerBI, Python
Responsibilities
Collecting and managing data for prospective and existing investments to support portfolio decisions; Building and enhancing analytical frameworks for monitoring and reporting; Participating in data collection for investment valuation; Tracking company-level data including financials and covenant compliance; Reviewing quarterly valuations and marketing materials for accuracy; Partnering with investment, legal, tax, and compliance professionals
Seniority
Senior, hands-on IC with strategic oversight