Associate/Senior Associate, Portfolio Construction and Risk Management

$105,000 - $135,000/Yr

Oaktree Capital Group - New York, NY

Full-time - Mid Level

New York, NY

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Oaktree is seeking a Portfolio Analyst to join its Portfolio Construction and Risk Management team. This role focuses on supporting the High Yield, Leverage Loan, and other investment teams by developing expertise in portfolio analytics, reporting, and investment technologies. The analyst will leverage technology solutions to deliver accurate and timely reports and analyses, becoming a key resource for various departments within the firm.

Responsibilities

• 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.
• Understand 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.
• Collaborate with Business Analysts and Information Technology for automation and expanding our technology platform.
• Maintain the firm datasets used to aid portfolio management.

Requirements

• 3 to 6 years of experience working at an Asset Management company, Investment Bank or other related financial services company 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.
• 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.).

Nice-to-haves

• Experience in financial services technology vendors.
• Familiarity with investment technologies and analytics.

Benefits

• Competitive base salary
• Discretionary bonus incentives
• Comprehensive benefits package
• Flexible work arrangement