POSITION SPECIFICATION

Position Title Vice President, Risk, Reporting and Analytics

Reporting To Senior Vice President

Date Submitted May 2026

A globally respected alternative investment platform is looking to hire senior leaders within its Risk, Reporting & Analytics function supporting private credit strategies globally.

Responsibilities

The Reporting, Reporting and Analytics (RR&A) department is responsible for delivering best-in -class, technology-enabled analyses and reporting to Oaktrees current and prospective investors, and portfolio management professionals globally. The Vice President will directly support and cover select Oaktrees private credit strategies.

Responsibilities include:

Analysis & Reporting

- Develop analyses and reports related to the portfolios and positions across different strategies on a recurring reporting and ad-hoc basis;

- Independently lead and respond to quantitative inquiries related to strategic and capital raising initiatives, leveraging existing reports and developing bespoke analyses to ensure efficient, timely and successful completion;

- Master in-house system technology to learn to source data and create new data extracts to efficiently respond to data requests;

- Serve as a subject matter expert on the assigned strategies and resource to organizational partners;

Technology Enablement

- Utilize Python, SQL and/or data visualization tools (e.g., Power BI) to manage and manipulate large data sets, and create standardized reports or dashboards;

- Lead the implementation of process changes, automated reports and technology systems to generate standard and recurring investor reporting as well as dynamic performance and portfolio metrics and insights;

- Leverage reporting and systems knowledge to gather and document implementation requirements;

Partnership & Innovation

- Collaborate with organizational partners to produce and advance R&P deliverables: Investment/Portfolio Management, Product Specialists, Investor Relations, Marketing and business development, Accounting, IT, and Compliance;

- Evolve strategy and portfolio reporting suite in response to, and in anticipation of, new strategies, investor needs and industry trends;

- Identify and execute on team-wide and strategy-level tactical projects through collaboration with other team members and key stakeholders;

Qualifications

- 10+ years of experience at an institutional investor asset management company, investment bank or other financial services company.

- Experience utilizing Python, SQL and/or data visualization tools.

- Deep knowledge of alternative investments broadly as well as specific knowledge of relevant reporting/dashboard outputs and metrics including performance reporting, risk metrics and portfolio characteristics (e.g. TWR, IRR, MOIC, loss/default and recovery stats)

- Outstanding verbal and written communication skills to work cross-functionally and at all levels internally.

- Basic understanding of project management software such as Jira, Confluence a plus.

- Basic understanding of accounting principles and concepts.

Personal Attributes

- Highly motivated to succeed and to foster success of his/her teammates.

- Outstanding initiative, ability to operate independently and a strong work ethic.

- Forward-thinking, creative, and flexible to independently balance multiple short- and long-term deliverables simultaneously in a fast-paced environment.

- A self-starter who originates ideas, and identifies and captures opportunities. Excellent interpersonal skills with the ability to leverage firm wide resources in an effective and judicious manner.

- Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions.

- Ability to lead team members throughout the R&P organization, serving as a change agent with a focus on innovation.

- Strong integrity and professionalism, and share Oaktrees common goal of excellence.

- Passion for improving systems and processes.