Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 cities worldwide.
We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/
Responsibilities
Oaktree’s Risk, Reporting & Analytics (RR&A) team seeks a regulatory reporting professional to drive and support the ongoing global reporting requirements for Oaktree and its clients (Solvency II, Form PF, etc.).
Responsibilities include:
Aggregating and analyzing portfolio data to respond to recurring and ad hoc regulatory reporting requirements;
Driving efficiency and scale of team deliverables through process optimization and technology to manage and manipulate large data sets and create standardized reports or dashboards; and
Acting as a “citizen developer” to drive technology-enabled reporting solutions that support investors, investment teams, and business development.
Qualifications
3-6 years of relevant work experience.
Strong command of US and European regulatory requirements and an ability to apply that knowledge to Oaktree, responding to quantitative regulatory requirements.
Deep experience with US/European filings (Form-PF, Solvency II, AIFM, etc..)
Track record of establishing controls frameworks and internal processes to ensure the timely and accurate production of required regulatory reports
Experience working with 3rd party regulatory reporting systems (Omnia, Confluence, etc..) is a plus.
Knowledge of financial analytics (yields, spreads, durations, etc.)
Skilled in SQL and data visualization tools (e.g., Power BI); Python and Azure experience are advantageous.
Strong analytical skills and problem-solving ability. Must be a self-starter and detail oriented.
Proficiency in Bloomberg is a plus
Previous work experience producing regulatory filings at an investment management firm is a requirement
Personal Attributes
Communication & Collaboration: Clear communicator with strong writing and presentation skills; works well across teams and represents leadership priorities effectively.
Execution & Accountability: Self-starter who sets goals, drives results, and follows through with minimal supervision; outstanding attention to detail and organizational skills.
Adaptability & Judgment: Manages shifting priorities and high-pressure tasks efficiently; makes sound decisions with limited information.
Learning & Problem-Solving: Quick to learn new topics and tools; applies research and technical skills to solve problems and improve outcomes.
Pursuing Excellence: A relentless drive for efficiency utilizing process optimization and technology (e.g., Python, SQL and data visualization tools (e.g., Power BI).
Education
Bachelor’s degree required, preferably in Accounting, Finance or Economics. MBA, MFE, CPA, CFA and/or CIPM is a plus.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does 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. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
Skills Required
- 3-6 years of relevant work experience
- Strong command of US and European regulatory requirements
- Deep experience with US/European filings (Form-PF, Solvency II)
- Experience with 3rd party regulatory reporting systems (e.g., Omnia, Confluence)
- Skilled in SQL and data visualization tools (e.g., Power BI)
- Python and Azure experience
- Strong analytical skills and problem-solving ability
- Proficiency in Bloomberg
- Previous work experience producing regulatory filings at an investment management firm
Oaktree Capital Management, L.P. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Oaktree Capital Management, L.P. and has not been reviewed or approved by Oaktree Capital Management, L.P..
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Strong & Reliable Incentives — Performance bonuses are available across levels and tied to individual, team, and company outcomes. Hard work is described as leading to generous awards and promotions aligned with industry standards.
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Leave & Time Off Breadth — Paid vacation expands with tenure, reaching extended allowances for longer-service employees, with additional PTO commonly provided. Paid parental leave and sick time are also part of the package.
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Inclusive Benefits Coverage — Benefits extend to fertility and transgender care and provide support for adoption and surrogacy. Some materials also reference backup dependent care, onsite daycare, and infant-caretaker travel.
Oaktree Capital Management, L.P. Insights
What We Do
Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of September 30, 2024. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,200 employees and offices in 23 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/. Please be aware of fraudulent LinkedIn accounts posing as Oaktree employees, claiming to be recruiting for job opportunities at the firm. If you’ve encountered or become aware of any suspicious activity, please alert [email protected] and share any relevant messages and screenshots for reference. We’re working closely with LinkedIn to address this issue as soon as possible. For important disclosures, please visit http://www.oaktreecapital.com/socialmedia.
