Senior Associate/AVP, Risk & Reporting

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.

Oaktree's Risk & Reporting (R&R) department delivers best-in-class, technology-enabled analytics and reporting to current and prospective investors, as well as to portfolio management professionals across the firm globally.

For additional information please visit our website at www.oaktreecapital.com.

Responsibilities

We are seeking an AVP or Senior Associate to focus primarily on our Asset-Based Finance (ABF) strategy, with the opportunity to extend into our private credit strategies over time. The successful candidate will work in close partnership with the ABF strategy lead, designing a scalable, well-governed Power BI and Microsoft Fabric environment that is easy to maintain and intuitive for the business to use with confidence. This role is well-suited for candidates who combine deep technical BI proficiency with investment management acumen and a strong point of view on how to build durable analytical solutions.

Responsibilities include:

• Build, extend, and maintain the ABF Power BI environment within the established architecture, with a primary focus on collateral performance, credit metrics, exposure analysis, and fund-level reporting
• Implement and evolve Power BI solutions in Microsoft Fabric using a template-based, reusable approach (common data models, common measures, standardized layouts, and consistent navigation), so that new pages and dashboards can be added without rebuilding from scratch
• Partner with the ABF deal team in working sessions and embedded engagements (including borrower calls and vendor data validation where relevant) to understand the decisions the dashboards need to support, validate outputs against business needs, and iterate based on live feedback
• Bring strong judgment on BI design – filter placement, navigation, page focus, drill-through structure, dynamic titles, footnotes, and Oaktree-branded visual conventions – so that consistency across the environment is preserved as it scales
• Write efficient SQL queries, DAX measures, and Power Query (M) scripts to support analytical models, ad-hoc analyses, and recurring deliverables
• Develop PySpark notebooks within Microsoft Fabric and Azure environments for data transformation, automation, and large-scale data processing
• Build and maintain Fabric dataflows, pipelines, and Azure-based data engineering workflows (Azure Data Factory, Synapse, Data Lake Storage) to support scalable, secure, and high-performing data solutions
• Design and enforce semantic model security, including Row-Level Security (RLS) and Object-Level Security (OLS), to protect sensitive deal and investor data
• Balance flexibility with control by defining what each visual represents, scheduling appropriate refresh cadences, and constraining user interactions that could lead to misleading conclusions
• Ensure data integrity, accuracy, and consistency across reporting platforms, with a non-negotiable bar on data model foundations, data validation, and clear naming and documentation
• Contribute to BI strategy, governance standards, and adoption of best practices across the R&R function, partnering closely with the strategy lead to surface trade-offs and work through requests that may compromise scalability, maintainability, or correctness

Qualifications

• 4 to 8+ years of experience in data analytics and BI development on cloud platforms, ideally within asset management, financial services, or another data-rich domain with comparable rigor
• Exposure to alternative investments required; asset-based finance, structured credit, or private credit experience strongly preferred
• Proficiency in Microsoft Fabric for developing data pipelines, dataflows, Lakehouse, and data warehouse solutions
• Strong Power BI development skills, including DAX, Power Query (M), semantic modeling, and paginated reports
• Experience with SQL and SQL Server Management Studio (SSMS) for querying, data modeling, and performance optimization
• Proficiency in Python f