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  are seeking an AVP or Senior Associate to build and maintain deal monitoring dashboards for our Asset-Based Finance (ABF) strategy. The successful candidate will work in close partnership with the ABF strategy lead, designing scalable, well-governed dashboards within our Power BI and Microsoft Fabric environment that are easy to maintain and intuitive for the deal team 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 deal monitoring dashboards within the established Power BI architecture, covering collateral performance, credit metrics, and exposure analysis at the deal level;

Implement and evolve these dashboards in Microsoft Fabric using a template-based, reusable approach (common data models, common measures, standardized layouts, and consistent navigation), so that new deals and monitoring views 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 monitoring 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 dashboards is preserved as they scale;

Write efficient SQL queries, DAX measures, and Power Query (M) scripts to support the deal monitoring 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 design standards and best practices for the ABF deal monitoring dashboards, partnering closely with the strategy lead to surface trade-offs and work through requests that may compromise scalability, maintainability, or correctness

Qualifications4 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;

Education and experience that demonstrate both strong technical skills and working knowledge of the dataflows and…