Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $193 billion in assets under management as of June 30, 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 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
This position will be responsible for several Business Operations tasks and projects across the Fund Accounting & Operations organization, including assisting the Senior Vice President with the budgeting process, headcount management, departmental profitability analysis, and team communications. This individual will also contribute directly to various strategic projects and transformation initiatives across Fund Accounting & Operations.
Responsibilities include:
- Prepare analysis over quarterly and annual budgets by sub-department;
- Maintain current data over onshore and offshore headcount;
- Create department profitability materials for various investment strategies;
- Plan and implement communication strategies, including Fund Accounting & Operations town hall materials;
- Formulate, define and implement improvements to processes and operations;
- Collaborate with other teams to contribute to various cross-departmental projects;
- Perform other tasks as required
Qualifications
- 9-11 years of finance or accounting experience, preferably in the asset management industry;
- Knowledge of closed-end private investment funds operations preferred;
- Excellent judgment and analytical skills – proven ability to communicate proactively, analyze issues and reach well-considered conclusions under tight time constraints;
- High proficiency Microsoft Excel, Word, and PowerPoint.
Personal Attributes
- Must have outstanding initiative and be a self-starter;
- Demonstrate non-linear thinking and have excellent written, verbal and interpersonal communication skills;
- Ability to prioritize and manage multiple competing tasks;
- Analytical and solution-oriented mindset with a strong aptitude for problem solving;
- Collaborative, team-oriented individual with strong sense of integrity and professionalism.
Education
Bachelor’s degree required.
Base Salary Range
$125,000- $155,000
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.