Analyst, Portfolio Construction and Risk Management

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $189 billion in assets under management as of December 31, 2023.

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 1200 employees and offices in 22 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

Responsibilities

Oaktree’s Portfolio Construction and Risk Management team is looking for a Portfolio Analyst to support our High Yield, Leverage Loan, and other investment teams.

We are seeking a hardworking individual with a passion for fixed income markets and investment technologies. The individual is expected to develop into a subject matter expert in the High Yield and Leverage Loan portfolios, markets, analytics, reporting, and investment technologies for the firm.

In this capacity, they will be a resource for questions from various departments of the firm including portfolio management, product specialist, client services, and technology.

There will be a strong emphasis on leveraging current technology solutions for scale and efficiency delivering reports and analysis in an accurate, consistent, and timely manner.

Responsibilities include :

• Architect and formalize tools and code to analyze datasets using SQL, Python etc. to develop investment insights.
• Understand general departmental data extraction and modeling - planning and design.
• Understanding the menu of work that PCRM is responsible for, within Oaktree.
• Understand the data and technology architecture at Oaktree
• Speak to external data vendors and assess how their offerings could benefit Oaktree
• Prepare analysis and reporting for our portfolio management teams;
• Collaborating with Business Analysts and Information Technology for automation and expanding our technology platform;
• Maintain the firm datasets used to aid portfolio management

Qualifications

• 1 to 2 years of experience working at an Asset Management company, Investment Bank or other related financial services company (including financial services technology vendors) in a risk management, portfolio operations and analysis capacity;
• Outstanding analytical skills;
• Strong technical / programming skills, including intermediate / advanced Python, SQL, some familiarity with databases, visualization tools.

Ideally majoring in engineering or a hard science.

• Statistical and modeling skills
• Knowledge of big data methods, finance applications, etc.
• Fluency in basic Python libraries, as well as more scientifically oriented ones.
• Familiarity with AI / ML packages as applied to finance
• Experience working with large datasets
• Familiarity with cloud-based technologies and AWS a plus
• Some understanding of finance and economics. Familiarity with private financial markets highly desirable.
• Familiarity with Credit instruments (High Yield Bonds, Leveraged Loans, Convertible Securities, Structured Credit etc.);

Personal Attributes

Outstanding initiative and a strong work ethic.

• Ability to operate independently on short and long term goals.
• Excellent interpersonal skills with the ability to leverage firmwide resources in an effective and judicious manner.
• Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions.
• Organized and able to manage multiple projects with differing priorities to meet deadlines.
• Must be team-oriented and possess integrity and professionalism and share Oaktree’s common goal of excellence.
• Passion for improving systems and processes

Education

Bachelor’s Degree required. Masters Degree in Finance, Financial Engineering accepted

Base Salary Range

$80,000 - $100,000

In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a and a flexible work arrangement.

The base salary offered will be commensurate with experience and / or qualifications, industry knowledge and expertise, as well as prior training and education.

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.