Associate - Quantitative and Qualitative analyst

Oaktree, part of Brookfield’s $416 billion credit platform, is a leading credit manager known for its opportunistic, value-driven, and risk-conscious investment approach across credit, equity, and real estate. Wholly owned by Brookfield, a global investment firm managing over $1 trillion in assets, Oaktree fosters a collaborative, inclusive culture that values diversity of thought. The firm emphasizes career development, training, and strong community support through philanthropic initiatives.

The Associate, Tech Strategy & Operations role, based in India, supports the Technology organization’s planning, reporting, and operational rhythm. Reporting on a matrix basis to the Managing Director, Tech Strategy & Operations in Los Angeles, and working closely with local Technology leadership, this position involves building and maintaining financial models, dashboards, and analyses. These tools help inform budgeting, resource allocation, and performance measurement, transforming data from multiple systems into clear, actionable insights for senior stakeholders across regions. The role follows a 3/2 work mode with shift timings from 1 PM to 10 PM.

Key Responsibilities

- Develop, maintain, and enhance financial and operational models that support Technology’s budget, forecasts, and long-term planning, covering headcount, vendor expenses, cloud/infrastructure costs, and project investment cases.
- Manage the annual planning and quarterly reforecast cycles by consolidating inputs from Technology leaders, reconciling with Finance submissions, and explaining variances between actuals, budgets, and forecasts.
- Design and maintain Power BI dashboards and reports that track spend, capacity, delivery metrics, and KPIs, including ownership of data models, DAX formulas, and data refresh pipelines.
- Transform raw data from Finance, procurement, and delivery tools into clean, reusable datasets and automated reports, reducing manual effort and improving data quality.
- Prepare detailed analyses and decision-support materials such as business cases, scenario analyses, benchmarking, and vendor cost reviews for senior leadership.
- Create executive-level summaries and presentations that clearly communicate recommendations and underlying assumptions.
- Support Technology’s operating cadence, including monthly and quarterly business reviews, leadership reporting, and tracking of strategic initiatives against milestones and financial targets.
- Collaborate across time zones with Technology, Finance, and PMO teams in India, Los Angeles, and other locations to gather data, validate inputs, and resolve issues.
- Identify and implement improvements to planning and reporting processes.

Required Qualifications

- Bachelor’s degree in finance, accounting, economics, engineering, statistics, business analytics, or a related quantitative field.
- Minimum of 5 years’ experience in financial planning and analysis, business/technology finance, strategy and operations, consulting, or a similar analytical role; experience in the technology sector or IT finance is preferred.
- Proven financial modeling skills, capable of building comprehensive models from scratch (budgets, forecasts, business cases, scenario analysis) with defensible assumptions.
- Advanced proficiency in Excel, including complex formulas, lookups, pivot tables, and structured workbook design.
- Hands-on experience with Power BI, including data modeling, DAX, report/dashboard design, Power Query, and dataset management.
- Strong data management skills, comfortable working with large datasets from multiple sources, with high accuracy and attention to detail.
- Excellent written and verbal communication skills in English, able to present complex analysis clearly to senior non-financial stakeholders.
- Ability to work independently and collaboratively, managing priorities and delivering results with limited supervision.
- Experience working in a matrixed, cross-border environment, including flexibility for overlapping hours with Pacific Time.
- Demonstrated discretion and sound judgment when handling confidential financial and organizational information.

Preferred Qualifications and Additional Skills

- Experience with SQL and querying data warehouses or lakehouse platforms.
- Familiarity with enterprise planning and ERP systems such as SAP, Oracle, Workday Adaptive Planning, or Anaplan.
- Knowledge of cloud cost management and FinOps concepts related to AWS, Azure, or GCP.
- Skills in Python or R for data analysis and automation.
- Practical use of AI tools (e.g., Microsoft Copilot, ChatGPT) to enhance analytical work, with the ability to critically assess AI outputs.
- Interest in applying AI and automation to improve planning, reporting, and operational workflows.
- Understanding of Agile delivery metrics and tools like Jira or ServiceNow.
- Experience supporting IT vendor management, software licensing, or contract renewals.
- Prior exposure to global shared-services or global capability center models.

Oaktree is an equal opportunity employer committed to diversity and inclusion. Employment decisions are made without regard to race, ethnicity, gender, age, disability, or any other protected status under applicable laws. The firm encourages applicants from all backgrounds and provides a supportive and respectful workplace environment.