Senior Associate, Asset & Data Management (ABF) presso Oaktree

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. 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 1400 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 Oaktree ABF Strategy

Oaktree Asset-Backed Finance (“ABF”) invests in pools of contractual assets such as loans, leases, receivables, mortgages, and licensing agreements. Asset categories include corporate, consumer, real estate, transportation, equipment, infrastructure, energy, intellectual property, and other esoteric types.

On behalf of ABF funds and clients, Oaktree may:

·       Purchase or commit to purchase assets, with or without leverage.

·       Lend or commit to lend against assets in senior or mezzanine positions.

·       Provide capital relief or insurance solutions against assets.

·       Support businesses primarily engaged in originating and servicing assets.

ABF is a growing strategy at Oaktree, with strong client demand and a broad investment mandate.

Responsibilities

The Senior Associate will play a key role in data management, analytics, and portfolio monitoring for ABF investments. The position will focus on managing investment-related data, building reporting processes, and supporting decision-making for the ABF team.

Responsibilities include:

·       Supporting the review of borrower reporting, funding requests, and borrowing base calculations.

·       Assisting in the design, testing, and enhancement of data analytics models and reporting tools (with guidance from Oaktree’s Information Solutions teams).

·       Collecting, organizing, and validating data related to ABF investments to support portfolio monitoring, client reporting, and diligence requests.

·       Preparing and maintaining dashboards, reports, and datasets for senior management and investment teams.

·       Coordinating with offshore resources, service providers, and vendors to ensure accuracy and timeliness of reporting.

·       Assisting with valuation support and data inputs for internal and external reporting processes.

·       Collaborating closely with investment professionals, legal, operations, and client service teams.

·       Supporting ad-hoc projects related to data process improvement, reporting automation, and portfolio management.

Qualifications

·       7+ years of relevant work experience with 3–6 years of experience in data management, analytics, or portfolio operations, ideally in securitized products, asset-backed finance, or fixed-income investment environments.

·       Strong proficiency in Excel; experience with SQL, Python, or data visualization tools (e.g., Tableau, Power BI) is a plus.

·       Familiarity with fixed income or structured finance fundamentals preferred.

·       Strong analytical ability and attention to detail, with experience interpreting financial reports and agreements.

·       Excellent organizational skills and process orientation.

·       Effective communicator and team collaborator, comfortable working with cross-border teams.

·       Bachelor’s degree in Finance, Economics, Data Analytics, Engineering, or a related field.

Personal Attributes

·       Highly detail-oriented, with a strong sense of accountability.

·       Curious, resourceful, and motivated to learn in a fast-growing strategy.

·       Comfortable balancing multiple priorities and working under deadlines.

·       Strong interpersonal skills and ability to work in a global team environment.

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.