Associate, Investment Data and Reporting, Risk, Reporting & Analytics
Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 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 our website at www.oaktreecapital.com.
The Associate will serve as a subject matter expert on the instruments and markets Oaktree participates in with an emphasis on liquid credit (High Yield, Bank Debt, Convertibles, and Structured Credit). The incumbent will support portfolio construction, risk analysis, and quantitative insight.
This role requires deep subject matter expertise in leveraged credit markets and a strong understanding of fixed income investment analytics, reporting, and data architecture. The successful candidate will help lead cross-functional efforts across investment, data, and technology teams, and will advocate for the value of quantitative investment strategies throughout the organization.
Responsibilities include:
Designing and interpreting fixed income attribution, portfolio construction, and risk models & analysis to support portfolio construction and performance analysis;
Serving as the go-to resource for portfolio managers on risk, construction, and analytical questions; helping ensure seamless coordination across portfolio operations, data flows, and investment implementation processes;
Translating complex quantitative models into clear insights for investment teams and senior leadership;
Leading the build-out and maintenance of reporting infrastructure using SQL, Python, Power BI, and cloud-based tools;
Collaborating with Business Analysts and IT to improve data systems, pipelines, and automation capabilities;
Supporting firmwide understanding of RR&A deliverables, data environments, and third-party data sources (e.g., FactSet, Bloomberg); and
Ensuring analytical output is accurate, consistent, and aligned with Oaktree’s investment philosophy.
Partnership & Innovation
- Collaborate with organizational partners to produce and advance R&P deliverables: Investment/Portfolio Management, Product Specialists, Investor Relations, Marketing and business development, Accounting, IT, and Compliance;
- Evolve strategy and portfolio reporting suite in response to new strategies, and investor needs; and
- Support strategy-level tactical projects through collaboration with other team members and key stakeholders.
Required Experience:
5+ years of experience at an asset manager, investment bank, or other financial institution focused on fixed income or credit analytics;
In-depth understanding of investment grade, high yield bonds, leveraged loans, and the broader leveraged credit market;
Experience with fixed income attribution and portfolio risk models; familiarity with tools like FactSet, Bloomberg, and proprietary analytics platforms;
Strong technical proficiency, including advanced SQL and Python, and experience building reports in Power BI;
Understanding of cloud data architectures and large-scale data workflows;
Experience managing cross-functional projects and communicating with stakeholders across investment and technology teams;Personal Attributes
Highly analytical and intellectually curious, with a passion for markets and data.
Confident communicator able to influence across investment and technology teams.
Detail-oriented with strong organizational and project management skills.
Collaborative and team-oriented, with the ability to mentor junior team members.
Demonstrated integrity, professionalism, and commitment to Oaktree’s values.
A solutions-oriented mindset and passion for improving investment processes through technology.
Education
Bachelor's degree required; advanced degree (MFE, MS, MBA) or CFA/FRM preferred.
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.
Top Skills
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.
