Provide corporate finance legal support within the firm’s Global Private Debt strategy, including working with outside counsel, in-house lawyers, senior officers and investment professionals. Assist deal team with closing, including working closely with the Operations, Accounting and Tax teams. Manage deal=related counterparty KYC/ AML process, including coordinating requests with outside counsel, reviewing supplied documents, organizing the data and ensuring compliance with internal procedures.... more details
Oaktree is a leader among global investment managers specializing in alternative investments, with $189 billion in assets under management as of December 31, 2023. 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 1200 employees and offices in 22 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:
- Provide corporate finance legal support within the firm’s Global Private Debt strategy, including working with outside counsel, in-house lawyers, senior officers and investment professionals
- Assist deal team with closing, including working closely with the Operations, Accounting and Tax teams
- Manage deal=related counterparty KYC/AML process, including coordinating requests with outside counsel, reviewing supplied documents, organizing the data and ensuring compliance with internal procedures
- Manage inbound KYC requests with respect to Oaktree funds and accounts
- Coordinate the execution of definitive deal documentation and appropriately file closing sets
- Assist with the creation, maintenance and management of a searchable precedent document database, including interfacing with the third-party deal summary provider and populating responses in an internal online platform
- Assist with the planning and coordination of corporate finance trainings with outside counsel
- Create and maintain an outside counsel deal database
- Participate in cross-departmental initiatives to design and implement firm-wide procedures
- Provide support on other transactional matters, including assisting with preparation of board materials for quarterly meetings for Oaktree’s business development companies, and other special projects
- 3+ years of experience at a large law firm, preferably within a transactional practice in a paralegal-type role, and/or within the financial services or alternative asset management industry
- Exposure to KYC/AML regulations, investment funds, and corporate finance work, or any combination thereof, is a plus
- Proficiency in Microsoft Office products, including Word, Outlook and Excel, as well as other business software programs, is mandatory
- Exceptional writing, drafting and interpersonal communication skills are mandatory
- Candidate should be a self-starter with the ability to work independently with minimal supervision
- Proven capability in analyzing complex data, evaluating information and drawing logical conclusions and demonstrated ability to identify key issues
- Track record in planning and project management and in maintaining composure under pressure while meeting deadlines
- High level of integrity and professionalism
- Highly organized and detail oriented
- Excellent communication and interpersonal skill
- Ability to work in a small team and within a larger organization
- Able to manage and resolve stressful situations in a professional manner
- Able to work in a collaborative manner with other members of the investment team, other investment groups, and other global staff in Legal, Compliance, Tax, Accounting and other departments
- Exercise good business judgment and aware of when issues need to be escalated
A Bachelor’s degree is required.
Base Salary Range
$100,000 - $125,000
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.
