Legal Officer, Assistant Vice President

Posted:
9/11/2024, 5:00:00 PM

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Legal & Compliance

Workplace Type:
Hybrid

Oaktree is a leader among global investment managers specializing in alternative investments, with $166 billion in assets under management.  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 1000 employees and offices in 19 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.

Scope and responsibilities

This role will be responsible for performing transactional and corporate legal support for matters assigned by the Vice President Legal and senior members of the investment team and may involve taking up corporate mandates for Oaktree’s fund affiliated SPVs.

Oaktree is looking for a candidate to support the existing team across all of its investment strategies with an initial focus on leading its Private Equity, Performing Credit and Direct Lending Funds operation in Luxembourg. This is a hands-on role that effectively partners many stakeholders, including the investment teams across Europe and the USA, external counsel, Los Angeles and London based legal and compliance teams as well as the accounting function in Luxembourg. This role requires strong organizational and communication skills in order to operate under tight investment driven timeframes.

Responsibilities will include:

  • Working directly with the senior Attorneys and investment teams in Europe and the USA on investment transactions to ensure that the appropriate actions and Luxembourg related activities are completed in line with the transaction deadline;
  • Serving as a Manager (gérant) on Luxembourg companies (typically holding companies) investing in Luxembourg;
  • Being responsive to draft, review and approve key legal documents in a time sensitive manner and approving cash wires as necessary in their role as a Manager;
  • Working closely with the Company Secretarial team to ensure timely delivery of KYC and completion procedures;
  • Working closely with external Luxembourg counsel to ensure that structures are correctly set up and deal based documents are correctly executed and consistent across Oaktree where appropriate;
  • The implementation of intra-group financing structures incl. hybrid financial instruments, loans etc. (legal drafting knowledge required);
  • Drafting and review of internal and, as the case may be, external legal documents with regards to the operations of the Luxembourg investment structures; and
  • Working closely with the Luxembourg Financial Controller on upcoming investments and ongoing reporting requirements to ensure correct and timely accounting takes place.
  • Supervision of our internal confidentiality agreements (NDA) platform.

Experience required

  • Circa 3-5 years legal and transaction experience (as a qualified lawyer) in global law firm or reputable Luxembourg equivalent; preferably in a corporate legal department;
  • In-house legal experience in the asset management industry is an asset;
  • Experience as a corporate manager (director, gérant), preferably in Luxembourg, is an asset;
  • Experience in Private Equity, Distressed Debt or Real Estate industries is an asset;
  • Strong understanding of portfolio management and administration, KYC and set up procedures of Luxembourg companies;
  • Strong understanding of Luxembourg company law and local filing requirements; and
  • Basic Luxembourg and/or international tax knowledge is an asset.
  • Working language at Oaktree is English other language skills (specifically in French and German) are a strong asset.

Personal attributes

  • Excellent interpersonal, verbal and written communication skills;
  • Self-starter with a proven ability to take initiative and solve problems as they arise;
  • Demonstrates clear ownership of tasks through to completion;
  • Hard-working with strong dedication to the position and Oaktree;
  • Ability to build good working relationships and gain confidence of others; and
  • Team-oriented with strong integrity and professionalism.

Education

MS/MSc, MA, LLM, JD, or equivalent degree is required. Full legal qualification is required.

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.