Senior Associate, Forward Deployment Engineer

Oaktree Capital Management, L.P.•Los Angeles, CA

20h•$130,000 - $160,000

About The Position

The Senior Associate will join Oaktree’s Forward Deployment Engineering team and deliver AI-forward, data-driven solutions to improve how investment, portfolio management, reporting, and operational teams access, analyze, and act on information. The role partners with investment professionals, project managers, technology, data, and global support teams to provide practical solutions that improve business operations, modernize reporting, and can be maintained and enhanced over time. The position owns solutions from discovery and prototyping through deployment, documentation, training, and transition to long-term support. It includes developing Power BI reports, dashboards, semantic models, and data products; creating reporting layers, data models, workflow tools, and prototypes; and performing data sourcing, transformation, validation, and structuring. Solutions may support portfolio management, fixed income, private credit, cash management, fund reporting, fact sheets, and client reporting. The role also evaluates AI, automation, and modern data tools to reduce manual work, improve controls, and increase transparency, and communicates project status and recommendations to technical and non-technical audiences. Oaktree describes its culture as collaborative, curious, inclusive, and respectful of diversity of thought, with training, career development, and community-focused philanthropic initiatives. The position offers a flexible work arrangement. The base salary range is $130,000–$160,000, with eligibility for discretionary bonus incentives and a comprehensive benefits package.

Requirements

4–7 years of relevant experience in data analytics, business intelligence, financial technology, investment operations, middle office, or portfolio reporting.
Familiarity with building Power BI dashboards, reports, and semantic models.
SQL skills, including experience querying, validating, transforming, and analyzing data.
Experience using AI tools such as ChatGPT, Claude, or similar platforms to improve productivity and workflows.
Working knowledge of data engineering concepts, including data ingestion, transformation, and validation.
Ability to translate business needs into scalable technical solutions.
Strong analytical, quantitative, and problem-solving skills.
Excellent attention to detail.
Ability to think critically and challenge current processes.
Strong Excel and Microsoft Office skills.
Strong communication skills with both business and technical audiences.
Bachelor’s degree required.
Outstanding initiative, eagerness to learn, and a strong work ethic.
Collaborative, team-oriented approach with a strong sense of integrity and professionalism.
Excellent written, verbal, and interpersonal communication skills, and ability to think non-linearly.
Ability to prioritize and manage multiple competing tasks.
Curious, AI-forward mindset and willingness to learn new technologies, investment concepts, and operational processes.

Nice To Haves

Microsoft Fabric or similar modern data platform experience.
Understanding of investment management, portfolio management, cash management, client reporting, or middle office processes.
Fixed income, private credit, alternative investment, or asset management experience.
Knowledge of fact sheets, portfolio analytics, or recurring client/investor reporting.
Financial modeling experience.
Knowledge of Python, DAX, Power Query, Power Automate, or workflow automation tools.
Knowledge of PySpark or other large-scale data processing tools.
Knowledge of Advent Geneva or GWI data.

Responsibilities

Partner with investment professionals, portfolio management, client reporting, middle office, project management, 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 for 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.
Create practical technical solutions, including data models, reporting layers, workflow tools, and prototypes.
Perform data engineering activities such as sourcing, transforming, validating, and structuring data for reporting, analytics, and downstream consumption.
Develop tactical firmwide solutions 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 solutions into sustainable support models through documentation, training, and knowledge transfer.
Understand investment, portfolio management, cash management, client reporting, and operational needs and incorporate them into solution design.
Support reporting and analytical needs relating 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 to technical and non-technical audiences.
Perform other tasks and projects as necessary.