Senior Associate, Risk & Reporting
Core
Manage a coverage area within the Risk & Reporting platform, ensuring accurate performance analytics and investor reporting for Oaktree's alternative investment strategies.
Role type
Senior Associate, Risk & Reporting (People Management)
Builds
Strategy and portfolio performance summaries, investor data packs, and automated reporting workflows for private credit and opportunistic credit portfolios.
Domain
Alternative Investments (Private Credit, Real Estate) / Financial Reporting
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Alternative investment reporting, Performance metrics (TWR, IRR, MOIC, TVPI, DPI), SQL, Python, Power BI, People management, Stakeholder management
Preferred skills
Python automation, GenAI prompt engineering, Cloud data architectures (Azure, Microsoft Fabric), ILPA reporting standards, Project management tools
Technologies
SQL, Python, Power BI, Microsoft Fabric, Azure, Jira, Confluence, eFront
Responsibilities
Manage quality standards for strategy-level track records and investment-level performance outputs; Oversee reporting workflows and bespoke client template validation; Manage automation priorities and review semantic-model-ready reporting assets; Manage relationships with Portfolio Management, IR, and Finance teams; Lead team capacity, review quality, and development for analysts and associates.
Seniority
Senior, hands-on IC with people management