Vice President, Investment Risk & Portfolio Construction

Responsibilities

• Designing and interpreting fixed income attribution, portfolio construction, and risk models & analysis to support portfolio construction and performance analysis.
• Serving as the go-to resource for portfolio managers on risk, construction, and analytical questions.
• Helping ensure seamless coordination across portfolio operations, data flows, and investment implementation processes.
• Translating complex quantitative models into clear insights for investment teams and senior leadership.
• Leading the build-out and maintenance of reporting infrastructure using SQL, Python, Power BI, and cloud-based tools.
• Working closely with portfolio managers across U.S. and European High Yield and Senior Loan strategies to enhance investment decision-making.
• Collaborating with Business Analysts and IT to improve data systems, pipelines, and automation capabilities.
• Supporting firmwide understanding of RR&A deliverables, data environments, and third-party data sources (e.g., FactSet, Bloomberg).
• Ensuring analytical output is accurate, consistent, and aligned with Oaktree’s investment philosophy.

Qualifications

• 8+ years of experience at an asset manager, investment bank, or other financial institution focused on fixed income or credit analytics.
• In-depth understanding of high yield bonds, leveraged loans, and the broader leveraged credit market.
• Experience with fixed income attribution and portfolio risk models; familiarity with tools like FactSet, Bloomberg, and proprietary analytics platforms.
• Strong technical proficiency, including advanced SQL and Python, and experience building reports in Power BI.
• Understanding of cloud data architectures and large-scale data workflows.
• Experience managing cross-functional projects and communicating with stakeholders across investment and technology teams.
• Personal Attributes: Highly analytical and intellectually curious, with a passion for markets and data. Confident communicator able to influence across investment and technology teams. Detail-oriented with strong organizational and project management skills. Collaborative and team-oriented, with the ability to mentor junior team members. Demonstrated integrity, professionalism, and commitment to Oaktree’s values. Solutions-oriented mindset and passion for improving investment processes through technology.
• Education: Bachelor's degree required; advanced degree (MFE, MS, MBA) or CFA preferred.