Assistant Vice President, Business Transformation – Investment Lifecycle

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 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 Oaktree’s website at http://www.oaktreecapital.com/

Responsibilities

The Assistant Vice President will serve as a business process analyst within the Business Transformation team. The Vice President will support projects, initiatives and work streams designed to enhance investment lifecycle workflows across Investment Operations, Trading, Compliance, Technology, and Data functions. The role will focus on identifying continuous improvement opportunities across the investment lifecycle, developing and optimizing technology-enabled processes, and driving change management initiatives related to Order Management Systems (OMS) and adjacent investment operations platforms. The candidate will work closely with cross-functional stakeholders to enhance operating efficiency, strengthen controls, and mitigate operational risk across investment activities.

Key responsibilities include:

Investment Lifecycle & Investment Operations Focus

• Partner with Investment Operations, Trading, Compliance, and Technology teams to analyze and optimize end-to-end investment lifecycle processes, including private deal workflow, trade capture, order management, allocations, confirmations, settlements, reconciliations, and lifecycle event processing

• Serve as a subject matter liaison between business stakeholders and technology teams for initiatives impacting Order Management Systems (OMS), private deal workflow, and related downstream systems.

• Support system implementations, enhancements, integrations, or migrations related to OMS and other investment operations technologies

• Identify control gaps, process inefficiencies, and data integrity risks within investment workflows and implement scalable solutions

Process Documentation & Design

• Support business process and Target Operating Model (TOM) design efforts, including mapping, analyzing, and optimizing workflows across Operations, Technology, and Data teams.

• Document policies, standard operating procedures (SOPs), workflows, and desktop procedures to ensure clarity, consistency, and scalability.

• Partner with business stakeholders to design and implement scalable processes and operating models, ensuring proper documentation, training, and transition to BAU.

Business Analysis Skills

• Elicit, analyze, and document business process requirements using interviews, workshops, and data analysis.

• Facilitate communication and collaboration among stakeholders across business, technology, and operations.

• Support change management and adoption efforts, including communication, training, and stakeholder engagement.

Project Management

• Manage projects end-to-end, including scoping, planning, resourcing, budgeting, execution, and delivery of initiatives.

• Develop and maintain project plans, timelines, risk/issue logs, and stakeholder reporting, including executive-level updates.

Change Management

• Support organizational change efforts to support adoption of new processes, systems, and tools.

• Develop training materials, communications, and transition plans to prepare stakeholders for change.

• Monitor adoption and effectiveness, providing feedback loops and continuous support for impacted teams.

Qualifications

• 8+ years of relevant experience within asset management, alternative investments, with direct exposure to Investment Operations and the Investment Lifecycle business domain

• Strong domain knowledge of front-to-back investment processes across alternative asset classes (credit experience a plus), including trade lifecycle management, order management, allocations, settlements, reconciliations, and associated operational controls

• Strong working knowledge of Order Management Systems (OMS), including workflow design, configuration concepts, integrations, and control frameworks

• Experience supporting Target Operating Model (TOM) initiatives, operational transformation programs, or large-scale process redesign efforts

• Strong track record in engaging and managing stakeholders across different seniorities and functions;

• Experience in identifying, analyzing and resolving operational challenges with an ability to think critically;

• Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion;

• Strong working knowledge of core Microsoft applications e.g., Excel, PowerPoint, SharePoint; and

• Experience leveraging data & technology to drive process efficiencies and mitigate operational risk.

Personal Attributes

• Outstanding organization skills with high attention to detail;

• Excellent interpersonal, verbal and written communication skills;

• Outstanding initiative and a strong work ethic;

• Responsible with a strong sense of dedication;

• Strong analytical and problem-solving skills;

• Works well under pressure and with time constraints; and

• Flexible and team-orientated with strong integrity and professionalism.

Education

A Bachelor’s degree relevant to position, a Master’s degree a plus

Project Management Professional (PMP) certification and/or Agile Certified Practitioner (ACP) a plus

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.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.