Associate - Quantitative and Qualitative analyst

Oaktree Capital Management, L.P.; Hyderabad; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Oaktree Capital Management, L.P. in Hyderabad, India, seeks an Associate, Tech Strategy & Operations to build financial and operational models for Technology budgeting, forecasting, and efficiency initiatives.

You will design PowerBI dashboards, consolidate inputs across Technology and Finance, and deliver executive-ready analyses for senior leadership. The role requires 5+ years in FP&A or IT-finance, strong Excel and PowerBI skills, and the ability to operate in a matrixed, global environment

Qualifications

• Bachelor’s degree in finance, accounting, economics, engineering, statistics, business analytics, or related quantitative field.
• 5+ years of experience in financial planning & analysis, IT-finance, strategy & operations, or similar analytical role.
• Demonstrated financial modeling skills and ability to justify assumptions.
• Advanced Excel skills (formulas, lookups, pivots, data tables).
• Hands-on PowerBI experience: data modeling, DAX, reports, and refreshes.

Responsibilities

• Build/maintain financial and operating models for Technology budget, forecast, and long-range plan including headcount and cloud costs.
• Support annual planning and quarterly reforecasts; reconcile actuals to budget and forecast.
• Design and maintain PowerBI dashboards covering spend, capacity, and KPIs; own data models and refresh pipelines.
• Transform raw data into clean datasets; automate reporting to reduce manual effort.
• Prepare analyses and decision-support materials for senior stakeholders with robust assumptions.

Skills

Financial modeling

PowerBI

Excel

Data analysis

SQL

Education

Bachelor’s degree

Tools

PowerBI

SQL

Python

Job description

Our Company As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate. Oaktree is 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. Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit. For additional information, please visit Oaktree’s website at Oaktree Capital Management

Summary

The Associate, Tech Strategy & Operations is a quantitative role supporting the planning, reporting, and operating rhythm of the Technology organization. Based in India, the role sits within the Technology department and reports on a matrix basis to the Managing Director, Tech Strategy & Operations in Los Angeles, with day-to-day direction from local Technology leadership. You will build and maintain financial models, dashboards, and analyses that inform how Technology plans its budget, allocates resources, and measures performance — turning data from multiple systems into a clear, decision‑ready view for senior stakeholders across regions.

Work Mode: 3/2 Shift timings: 1PM-10PM

What You’ll Do

• Build, maintain, and improve financial and operational models supporting the Technology budget, forecast, and long‑range plan, including headcount, vendor spend, cloud/infrastructure costs, and project‑level investment cases.
• Support the annual planning and quarterly reforecast cycles: consolidate inputs from Technology leaders, reconcile to Finance submissions, and explain variances between actuals, budget, and forecast.
• Design and maintain PowerBI dashboards and reports covering spend, capacity, delivery metrics, and KPIs; own the underlying data models, DAX measures, and refresh pipelines.
• Turn raw data from Finance, procurement, and delivery tooling into clean, reusable datasets and repeatable reporting — reducing manual effort through automation and better data hygiene.
• Prepare analyses and decision‑support materials for the MD, Tech Strategy & Operations and other senior stakeholders, including business cases, scenario and sensitivity analyses, benchmarking, and vendor/contract cost reviews.
• Produce executive‑ready summaries and presentations that translate analytical detail into a clear recommendation and a defensible set of assumptions.
• Support the operating cadence of the Technology function — monthly/quarterly business reviews, leadership reporting packs, and tracking of strategic initiatives against milestones and financial targets.
• Partner across time zones with Technology, Finance, and TechPMO counterparts in India, Los Angeles, and other locations to gather inputs, validate data, and drive issues to resolution.
• Identify opportunities to improve planning and reporting processes and help implement the resulting changes.

Qualifications – What we’re looking for

• Bachelor’s degree in finance, accounting, economics, engineering, statistics, business analytics, or a related quantitative discipline.
• 5+ years of experience in financial planning and analysis, business/technology finance, strategy and operations, consulting, or a comparable analytical role; technology‑sector or IT‑finance exposure preferred.
• Demonstrated financial modeling skills — able to build a clear, well‑structured model from scratch (budgets, forecasts, business cases, scenario analysis) and stand behind the assumptions.
• Advanced Excel (complex formulas, lookups, pivot tables, data tables, structured workbook design).
• Hands‑on PowerBI experience: data modeling, DAX, report and dashboard design, PowerQuery, and managing datasets and scheduled refreshes.
• Strong data skills — comfortable sourcing, cleaning, and reconciling large datasets from multiple systems, with a high bar for accuracy and attention to detail.
• Strong written and verbal communication skills in English; able to present analysis and recommendations clearly and credibly to senior, non‑financial stakeholders.
• Works effectively both independently and as part of a team: takes ownership of deliverables, manages competing priorities, and follows through with limited supervision.
• Comfortable operating in a matrixed, cross‑border environment and collaborating with a US‑based leader, including flexibility for periodic overlap with Pacific Time.
• Discretion and sound judgment in handling confidential financial and organizational information.

Nice to Have

• Experience with SQL and querying data warehouses or lakehouse platforms.
• Familiarity with enterprise planning and ERP systems (e.g., SAP, Oracle, Workday Adaptive Planning, Anaplan).
• Exposure to cloud cost management / FinOps concepts (AWS, Azure, or GCP spend analysis and optimization).
• Experience with Python or R for data analysis and automation.
• Hands‑on use of AI tools to accelerate analytical work — e.g., Microsoft Copilot in Excel or PowerBI, Copilot Studio, ChatGPT/Claude, or similar — with good judgment about where AI output needs to be validated.
• Familiarity with AI‑assisted analytics features such as natural‑language querying, PowerBI Copilot, or automated narrative/insight generation.
• Interest in applying AI and automation to planning, reporting, and operations workflows, including building or piloting lightweight solutions.
• Working knowledge of Agile delivery metrics and tools such as Jira or ServiceNow.
• Experience supporting IT vendor management, software licensing, or contract renewals.
• Prior experience in a global shared‑services or global capability center model

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.

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.

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. At Oaktree, we focus on hiring individuals with intelligence, dedication, team spirit, integrity and a strong work ethic. We welcome the opportunity to speak with talented professionals who have relevant credentials and experience in investments, marketing and client relations, accounting, legal, compliance, information technology, administrative support and other relevant areas.

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.