Analyst, Business Valuation

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. 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 1400 employees and offices in 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 our website at www.oaktreecapital.com.

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 credit, private equity funds and other funds in the U.S., Europe and Asia.

• Assist in performing valuations as a part of the quarterly/monthly/daily portfolio valuation process.

• Assist with the coordination and administration of the private valuation function, such as interacting with accounting/marketing/legal departments, external auditors, and valuation firms.

• Manage multiple internal and external data collection workflows, updating templates/reports.

• Assist with research and analysis projects and assist with other ad hoc projects.

• Analyze financial statements, including income statements, balance sheets, and cash flow statements.

• Support audits and due diligence processes by providing required financial analyses and documentation.

Qualifications

• 2 to 3 years of valuation experience within valuation/appraisal, Big 4, or another financial advisory firm.

• Solid understanding of core valuation concepts, financial analysis, and accounting principles.

• Excellent communication skills in both written and spoken English.

• Ability to manage tasks with competing priorities and deadlines, and self-initiating other value-added tasks.

• Proficiency in Excel; experience with financial modeling is a plus.

• Capable of delivering high-quality work promptly in a fast-paced environment.

• Experience in debt/equity valuations for the US and/or UK private credit market is ideal.

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.

• The candidate must be flexible to work in UK shift timings and extend working hours as and when required, based on business needs.

Education

A Bachelor’s degree, in Accounting or Finance. Master’s degree a plus. CFA holder a plus

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.

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.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.