Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $203 billion in assets under management as of March 31, 2025. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,200 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 www.oaktreecapital.com.
Responsibilities
- Assist with overall capital planning and leverage management efforts for our private credit platform
- Assist with optimizing credit facility design and usage across our private credit funds
- Partner with Capital Solutions team to assist in the planning and execution of financings (e.g., subscription credit facilities and asset-backed credit facilities)
- Build and manage complex financial models to support these efforts
- Play a key role in cash, liquidity and capital forecasting across our funds and accounts
- Day-to-day forecast updates and analysis of cash requirements
- Optimization of timing of capital calls, distributions, borrowings and repayments to drive fund returns
- Continuous improvement of our forecasting tools and processes
- Support portfolio optimization efforts via ongoing analysis of our existing portfolios, deal pipeline and investment and credit facility restrictions.
- Assist with various other operational and reporting requirements including
- Production and monitoring of monthly reporting for credit facilities
- Outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties
- Tracking of company-level data including financials, covenant compliance or other information rights in partnership with the investment team
- Assist with ad hoc modeling exercises such as developing models to project investment returns for new funds and accounts
- Provide support to investor relations, including quarterly investor updates
- Assist with analyses presentation creation for various stakeholders including Board of Directors, rating agencies and banks
- Collaborate closely with investment teams and other functional areas including Fund Accounting, Portfolio Construction & Risk Management, Capital Solutions, Marketing, Client Relations, Legal and Compliance
- Assist with firm-wide technology initiatives focused on data and operational improvements
- Participate in a wide variety of special projects, both operational and financial
Qualifications
- 3-5 years of experience as an investment operations analyst or other applicable role in private credit
- Dedicated fixed income and direct lending experience
- A bachelor’s degree in accounting or finance is preferred but not required
- Advanced proficiency in Excel including strong financial modeling skills
- Experience multi-tasking in a fast-paced environment
- Highly organized and able to adapt to variable deadlines
Personal Attributes
- Must have outstanding initiative, problem solving skills, and be a self-starter
- Should demonstrate non-linear thinking and have excellent written, verbal and interpersonal communication skills
- Needs to be able to prioritize and manage multiple competing tasks
- Must be a collaborative, team-oriented individual with strong sense of integrity and professionalism
Education
Bachelor’s degree required.
Base Salary Range
Associate: $100,000 - $125,000
Senior Associate: $120,000 - $145,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package 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.
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.
