Senior Associate, Forward Deployment Engineer

Our Company As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is 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 is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree’s website at Responsibilities The Senior Associate will join Oaktree’s Forward Deployment Engineering team and play a key role in delivering AI-forward, data-driven solutions that improve the way investment, portfolio management, reporting and operational teams access, analyze and act on information. This individual will partner closely with investment professionals, project managers, technology, data teams and global support teams to build tactical solutions that provide immediate business lift, modernize reporting processes, and help design scalable tools that can be maintained and enhanced over time.

Responsibilities include:

Partner with investment professionals, portfolio management teams, client reporting teams, middle office teams, project managers and technology and data stakeholders to identify opportunities to improve reporting, analytics and operational workflows.

Own solutions from initial discovery and prototype through deployment, documentation, training and transition to long-term support teams.

Design, develop and enhance Power BI reports, dashboards, semantic models and data products that support a range of funds, strategies and business use cases.

Build AI-forward, data-driven solutions using tools such as ChatGPT, Claude, Power BI, Microsoft Fabric and related platforms to streamline reporting, analysis, workflow automation and decision support.

Create practical technical solutions, including data models, reporting layers, workflow tools and prototypes.

Perform data engineering activities as needed, including sourcing, transforming, validating and structuring data for reporting, analytics and downstream consumption.

Develop tactical firmwide solutions that provide immediate lift across a variety of funds, strategies and business teams while balancing speed, quality and maintainability.

Challenge existing processes and identify better ways to deliver accurate, timely and scalable reporting and analytics.

Collaborate with global teams, including teams in India, to transition developed solutions into sustainable support models, including documentation, training and knowledge transfer.

Work with stakeholders to understand investment, portfolio management, cash management, client reporting and operational needs, and incorporate that understanding into solution design.

Support reporting and analytical needs related to portfolio management, fixed income, private credit, cash management, fund reporting, fact sheets and client reporting, as applicable.

Evaluate opportunities to apply AI, automation and modern data tools to reduce manual work, improve controls and increase transparency.

Communicate project status, risks, dependencies and recommendations clearly to both technical and…