Oaktree India | Assistant Vice President - Risk & Reporting

Responsibilities

• The Risk & Reporting (R&R) team is building a technology-enabled performance analytics, investor reporting, and reporting-automation infrastructure across Oaktree's closed-end, open-end and evergreen strategies.
• The team supports nearly 1,000 unique recurring and custom reports and partners across investment teams, Investor Relations / Client Services, Finance / Accounting, Valuation, Data Management, Technology, Legal / Compliance, and enterprise solution groups to improve data quality, reporting speed, and production controls.
• As an AVP technical resource for our team, you will participate in data engineering, automation, dashboards for enterprise reporting workflows in Alternative Investment Strategies.
• Design and maintain cloud-ready data pipelines and dimensional models using SQL, Python, Power BI, Microsoft Fabric / Azure, and, where relevant, AWS services such as S3, Glue, Lambda, Redshift, Snowflake or Aurora.
• Implement secure, automated ingestion from Oaktree systems, MDM, data warehouse sources, FTP / email feeds, vendor files, Salesforce, servicer or administrator reports, and governed reporting datasets.
• Build performant ELT / ETL workflows for investment, portfolio, cash activity, audit log, exception, exposure, attribution, and reporting-control data.
• Develop reusable SQL and Python utilities, including advanced SQL optimization, window functions, pandas / PySpark data engineering, REST / GraphQL integration, validation checks, and test automation.
• Create institutional Power BI dashboards, semantic models, paginated reports, DAX measures, Power Query / M transformations, row-level security, and deployment pipeline assets.
• Support Private Markets reporting workflows through controlled data models, dashboards, reusable extracts, and exception monitoring.
• Build and maintain Power BI / Salesforce-enabled pipeline and enterprise dashboard logic, including deal-stage filters, region filters, expected close dates, accruing-expense flags, and unique deal identifiers.
• Partner with investment teams, Technology, Finance / Accounting, Tax, administrators, and enterprise solution groups to improve pipeline data quality and reduce ad hoc information requests.
• Review analyst and associate work, mentor junior team members, and maintain clear handoffs between US stakeholders, Hyderabad delivery, Technology, and report consumers.
• Use infrastructure-as-code concepts such as CloudFormation or Terraform, and orchestration patterns such as Airflow, Step Functions or Fabric pipelines where appropriate.
• Develop checks and exception logs for deal IDs, expense tracking, vendor-fee workflows, Workday tagging, budget fields, Salesforce data quality, and downstream hand-offs to Investment Operations, Fund Accounting, Tax, Investment Team, Investor Relations, Client Services and other enterprise solution users;
• Translate business requirements into technical specifications, delivery plans, data dictionaries, acceptance criteria, and production support playbooks;
• Use approved GenAI tools responsibly to accelerate analysis, documentation, test-case creation, and support diagnostics.

Requirements

• Exposure to alternative investments is required, with domain experience in asset-based finance, structured credit, private credit, opportunistic credit, emerging markets debt or origination vehicle solutions strongly preferred.
• Strong hands-on proficiency with SQL, Python, Power BI, DAX, Power Query / M, semantic models, paginated reports, and data validation for recurring production reporting.
• Working knowledge of cloud data platforms and architecture, including Microsoft Fabric / Azure and/or AWS services such as S3, Glue, Lambda, Redshift, Snowflake or Aurora.
• Hands-on experience developing Microsoft Fabric pipelines, dataflows, Lakehouse and data warehouse solutions, together with PySpark notebooks for distributed data processing in Fabric, Databricks or Synapse Spark environments.
• Experience designing scalable, reusable Power BI solutions using common data models, common measures, standardized layouts and consistent navigation, with semantic-model security including row-level and object-level security.
• Understanding of data governance, reporting standards and compliance frameworks, with a nonnegotiable.
• Familiarity with return and performance concepts such as TWR, MWR, IRR, MOIC, TVPI, DPI and RVPI.
• Plus exposure, attribution, benchmark, and investor-reporting outputs.
• Strong written, verbal and presentation skills, with the ability to translate investment, reporting and.
• Experience with schema design, CDC, orchestration, IAM / secure data-access patterns, Git, CI/CD.
• Familiarity with Oaktree-style reporting systems and workflows such as Geneva, IPS, Salesforce.
• Experience supporting collateral performance, credit metrics, exposure analysis, portfolio construction.
• Experience partnering directly with investment or deal teams through working sessions, borrower calls.
• Strong BI design judgment across filter placement, page focus, navigation, drill-through structure.
• Experience contributing to BI strategy, governance standards and adoption of best practices, with the.
• Strong point of view on how to build BI and analytical solutions, with the judgment to flag concerns.
• Team-oriented and professional, with the ability to mentor analysts and associates on durable reporting.
• Working knowledge of the broader Azure data stack, including Azure Data Factory, Azure Synapse Analytics, Azure Data Lake Storage, Azure DevOps, and SQL Server Management Studio for querying, data modeling and performance optimization;

Oaktree Capital Management

Oaktree was founded in Los Angeles in April 1995 by Howard Marks, Bruce Karsh, Larry Keele, Richard Masson and Sheldon Stone, who had earlier worked together at TCW. It manages money for institutional clients in alternative strategies, organised around credit, equity and real estate, and is known for distressed-debt investing. Brookfield bought a majority stake in 2019. In India, Oaktree opened an office in Mumbai in 2023 and a second one in Hyderabad's HITEC City in 2025, which lets it hire and develop staff locally to support clients and internal teams worldwide.

All the finance openings are in Hyderabad. They include fund accounting for real estate and for global, value and emerging markets opportunities funds, a fund accounting role in asset-based finance, revenue accounting, treasury risk, and a regional head of treasury. Roles range from manager to vice president. Postings generally ask for a bachelor's degree in accounting or finance, with ACA, CA or CPA preferred or strongly preferred, and the revenue accounting role asks for a Chartered Accountant with at least five years of experience.

• Industry: Alternative investment management: credit, distressed debt, equity and real estate strategies
• Headquarters: Los Angeles, California, United States (majority-owned by Brookfield since 2019)
• In India: Hyderabad office in HITEC City (opened 2025) and an investment office in Mumbai (opened 2023)