Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 2024.
The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities.
The firm has over 1200 employees and offices in 23 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 our website at .
Responsibilities
The individual’s primary responsibility will be to work as part of the Oaktree’s valuation team and assist with valuation of portfolio assets within Oaktree’s private-equity funds and other funds in the U.S. and Europe.
- Complete valuations as a part of the quarterly portfolio valuation process
- Prepare key valuation reports used by executive management for quarterly portfolio reviews.
- Assist with the coordination and administration of the private equity valuation function, such as interacting with accounting / marketing / legal departments, external auditors, and valuation firms.
- Assist with research and analysis projects, such as market area analysis.
- Assist with other ad hoc projects.
- Ensure that valuations are consistent with legal and regulatory requirements.
Qualifications
- 5-7 years of valuation experience within valuation / appraisal, Big 4, or another financial advisory firm.
- Strong modeling experience
- Strong accounting and finance background
- Experience valuing private credit investments is a plus.
- A strong ability to efficiently handle multiple demands and priorities under tight deadlines.
- Proficiency in Microsoft Excel, Word, and PowerPoint
Personal Attributes
- The successful candidate must have great organizational skills and be able to handle complicated work efficiently and effectively.
- The candidate must take the initiative to ask questions and detect problems.
- He / She must be a team player and demonstrate a strong work ethic.
- The successful candidate must have excellent written and verbal communication skills.
Education
- A Bachelor’s degree, preferably in Accounting, Finance or Economics.
- CPA or CFA is a plus.
Base Salary Range
$115,000 - $130,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a and a flexible work arrangement.
The base salary offered will be commensurate with experience and / or qualifications, industry knowledge and expertise, as well as prior training and education.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances.
This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.
This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
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