Job Abstract

Our Company

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.

Summary

The individual will (i) work with GC Office departments (which include Compliance, Legal and Internal Audit & Operational Risk Management) and key stakeholders to help project manage and drive process improvements and initiatives, in each case with an emphasis on the Legal department within the GC Office and (ii) gather, analyze and present various data to support Oaktree’s GC Office globally.

Responsibilities include:

• Work with the GC Office and key stakeholders to help design a strategic roadmap that addresses process changes, technology adoption and cross-group collaboration effectiveness
• Define and drive strategic and operational initiatives from ideation to completion; this includes collaborating with GC Office departments and key stakeholders (including IT and vendors) to define project scope, objectives, assumptions, dependencies, risks, value proposition/rationale, and develop and manage project plans
• Gain understanding of existing tools used by the departments as well as evaluate new technology (including AI) capabilities to maximize technology effectiveness in supporting the departments
• Develop and maintain process guidelines, templates, workflows and training for the departments and business partners to drive adoption of department procedures, practices and technology systems/tools
• Assist in development and tracking of department goals
• Gather, analyze and report on data to support the management of the GC Office including but not limited to department metrics (such as legal spend) and department budget
• Ensure all departmental processes and procedures are documented and reviewed periodically
• Performing other duties relating to data analysis, process improvements or project management as needed

Experience Required

• 5-8 years of experience with project operations and management, ideally working in the investment management industry or with financial or investment related transactions; prior experience with legal operations a plus though not required
• Prior experience developing playbooks, training materials and policies;
• Demonstrated ability to independently drive projects forward by learning project subject matter and gaining the support needed from various stakeholders and a proven track record of collaborating across groups;
• Prior experience in implementing technology solutions;
• Demonstrated and effective analytical and problem solving skills and ability to escalate issues needing attention;
• Demonstrated track record of skillful communications and effective business writing and presentation skills;
• Expertise in MS Office (Excel, PowerPoint and Word required with Visio recommended); and
• Experience with SharePoint preferred.

Personal Attributes

• Outstanding initiative, attention to detail and a strong work ethic focused on continual development, performance, accountability and self-motivation;
• Strong interpersonal skills and the ability to solicit/facilitate input from others;
• Effective time-management skills with the ability to multi-task and prioritize;
• Superior organizational skills and the ability to time-manage complex, diversified work streams effectively; and
• Possess strong integrity and professionalism.

Education

Bachelor’s degree strongly preferred.

Base Salary Range

$130,000 - $160,000

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.