Senior Associate, Forward Deployment Engineer
AI summary of the role
The Senior Associate will join Oaktree's Forward Deployment Engineering team to deliver AI-forward, data-driven solutions that improve how investment, portfolio management, reporting, and operational teams access and analyze information.
What you’ll do
- Partner with investment professionals, portfolio management, client reporting, and middle office teams to identify reporting and workflow improvements.
- Own solutions from discovery and prototype through deployment, documentation, training, and transition to support teams.
- Design and enhance Power BI reports, dashboards, semantic models, and data products.
- Build AI-forward solutions using ChatGPT, Claude, Power BI, Microsoft Fabric, and related platforms.
What you’ll bring
- 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 querying, validating, transforming, and analyzing data.
- Experience using AI tools such as ChatGPT, Claude, or similar platforms.
Technologies
Power BI · SQL · Microsoft Fabric · ChatGPT · Claude · Python · DAX · Power Query · Power Automate · PySpark · Advent Geneva · GWI
Source and classification
Internal deployment & tooling · Evidence for this classification:
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.
More from the job description
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. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/ 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 includ [... source excerpt omitted ...] 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 te [... source excerpt omitted ...] nsformation and validation. Ability to translate business needs into scalable technical solutions. Understanding of investment management, portfolio management, cash management, client reporting or middle office processes preferred. Fixed income, private credit, alternative investment or asset management experience is a plus. Knowledge with fact sheets, portfolio analytics or recurring client/investor reporting is a plus. Financial modeling experience is a plus. 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. Knowledge with
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