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

The Client Relations Operations department is responsible for maintaining and improving operations within Client Relations to ensure efficiency, scale and operational discipline.  The team is responsible for (i) management reporting, budgeting and analytics, (ii) offshore operations, (iii) collateral operations, (iv) administrative support and (v) technology and process improvements.

The candidate will be expected to develop internal subject matter expertise regarding Oaktree’s products, marketing and development areas, as well as the firm’s technology and data initiatives to facilitate ideation and execution of efforts to increase the efficiency and effectiveness of Client Relations. Selected responsibilities of the role include:

Strategic Initiatives / Project Management

• Contribute to the identification and delivery of strategic initiatives across Client Relations
• Project-manage select cross-department improvement projects driving the end-to-end effort to operationalize initiatives
• Gather, document, analyze and draw conclusions regarding complex data and information to support operational decisions
• Develop a level of subject matter expertise around the procedure, process or technology within the scope of initiative responsibilities
• Establish and manage trusting relationships with stakeholders across departments

Technology Infrastructure Management

• Support innovative automation efforts for Oaktree’s marketing collateral, client and internal reporting, portfolio analytics, and data visualization needs (e.g., Power BI dashboards, fund factsheets, marketing brochures, etc.)
• Serve as product manager for select new and existing technology tools and systems, liaising with IT, Accounting and Analytic teams to provide direction on CR’s IT development priorities and to ensure requirements are met
• Assist with new IT tool implementation and team education/training

Business Operations Support

• Analyze the department’s workflow and output relative to departmental goals and strategic priorities to ensure the team’s bandwidth is dedicated to high-value efforts aligned with senior management’s priorities
• Assist with analyzing and reporting of key operating metrics and management reporting for the department
• Support budgeting, financial forecasting and sub-department-level spend management activities 
• Enhance documentation of business processes and procedures and content/collateral management routines
• Provide support of the department’s offshore operations

Qualifications

• 4-5 years of experience, preferably in “Big 4” type organizations (or comparable) in consulting or advisory; institutional asset management industry experience a plus;
• Proven track record in business analysis and process improvement;
• Solid analytical skills and ability to understand and resolve complex problems;
• Strong project management capabilities, including in the development of detailed project plans, coordination with stakeholders across various levels, and ability to communicate at different levels (detailed vs. summary);
• Experience managing multiple projects simultaneously and working collaboratively as part of a team;
• Excellent communication skills, both written and verbal;
• Ability to effectively interact with internal stakeholders, including professionals within Client Relations, Compliance, Marketing, Investment teams, Finance and IT;
• Strong proficiency in Microsoft Excel, Word, PowerPoint, and Visio;
• Motivation to acquire thorough knowledge of Oaktree’s strategies, product launch and fundraising goals, and the firm’s IT strategy and Data Transformation efforts;
• Familiarity with business operations/strategy, IT, offshore operations, and project management functions of large organizations a plus.

Personal Attributes

The successful candidate should:

• Desire to be in a dynamic role with a high level of rigor and where the work may change day-to-day;
• Have excellent interpersonal and communication skills (verbal and written) – must show aptitude for explaining technical concepts clearly and simply;
• Possess outstanding attention to detail and superior organizational skills;
• Excel in a demanding, fast-paced environment while maintaining the highest quality standards;
• Demonstrate ability to own and drive areas of a project, connecting the dots between dependencies, planning for next steps, and being able to multi-task across multiple deliverables;
• Have ability to work both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with, at times, limited supervision;
• Adapt to shifting priorities, demands and timelines;
• Be a highly resourceful, self-starter who can identify opportunities and drive initiatives forward; seek guidance and escalate issues as appropriate;
• Demonstrate the poise, confidence and professionalism required to establish relationships, garner support and engage team members to ensure successful completion of projects; and
• Have strong integrity, professionalism and dedication to excellence.

Education

Bachelor’s degree (major in Finance, Business, IT, or related field preferred).

Base Salary Range

Los Angeles: $100,000 - $135,000

Dallas: $95,000 - $125,000

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.