- Professional
- Optionales Büro in Hyderabad
About the Role:
We are seeking a highly motivated individual to join the Fund Operations team in a data-focused, cross-functional capacity. This role is ideal for someone with a strong foundational understanding of finance, particularly within asset management, who is looking to further advance their skillset in a hybrid function that merges financial domain knowledge with modern reporting and automation capabilities.
The role reports to the Vice President of Fund Operations, who is based in Oaktree’s Los Angeles, U.S. office. As such, this position will require consistent collaboration across time zones and strong communication skills. You will support and learn from the VP while progressively taking on responsibilities in three key areas: report automation, data representation on firm-wide initiatives, and enabling process improvements through data advocacy.
Key Responsibilities:
1. Report Automation and Analytics Support
Assist in developing automated reports and dashboards using SQL and Power BI (Desktop and Report Builder).
Utilize scripting and task automation languages (VBA, PowerShell), data & report centric languages (Dax/Power Query, Office Scripts), and/or general-purpose languages (Python) to automate or improve the efficiency of the preparation or review of manually prepared workpapers/deliverables.
Partner with Fund Accounting & Operations teams to gather requirements and translate them into scalable, automated solutions.
Support and maintain existing automation tools; monitor data integrity and troubleshoot issues as needed.
Work with data from Oaktree’s SQL data warehouse and systems such as Geneva, Salesforce, and other internal applications.
2. Cross-Functional Project Participation
Participate in firm-wide data and technology initiatives as a Fund Accounting & Operations representative based in Hyderabad.
Help interpret fund data and processes for cross-functional stakeholders including Data Solutions, IT, and other business units.
Collaborate with the VP to communicate key updates and deliverables back to the broader Fund Accounting & Operations leadership team.
3. Process Improvement and Data Enablement
Evaluate existing fund accounting processes and identify opportunities for automation or reengineering.
Coordinate with Data Solutions and IT teams to enable or enhance access to key datasets needed for project execution.
Support efforts to foster a culture of data literacy and creative problem-solving within Fund Accounting & Operations.
Qualifications:
Required:
2+ years of experience in fund accounting, audit, or financial services (preferably in asset management or real estate/private equity).
5 – 7 years of experience in data transformation, report automation, data & analytics, business intelligence, and/or data visualization.
Proficiency in SQL, Power BI (both Desktop and Report Builder), and VBA and/or Office Script for Excel-based automation.
Exposure to Python, PowerShell, and DAX/Power Query.
Strong written and verbal communication skills, particularly in cross-regional collaboration.
Ability to analyze processes and translate business requirements into data or reporting solutions.
Understanding of data structures and the flow of accounting data through systems.
Preferred:
Chartered Accountant (CA – India), U.S. Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA – any level); candidates actively pursuing any of these certifications are also encouraged to apply.
Experience working with Geneva and Geneva World Investor.
Proficiency in Microsoft Power Automate, Power Apps, or Microsoft Fabric.
Agile project management experience or certification.
Success in this Role Looks Like:
Delivering high-impact reporting and automation solutions that reduce manual effort and improve data transparency.
Acting as a knowledgeable and responsive liaison between Fund Accounting & Operations and the firm’s data and technology teams.
Supporting a transition from manual to scalable, data-enabled workflows within the Fund Accounting & Operations function.
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.
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