Vice President, Regional Head of Treasury Operations presso Oaktree

Oaktree is a leader among global investment managers specializing in alternative investments, with $202 billion in assets under management as of December 31, 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 1200 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.

Scope and Responsibilities

This position will be responsible for Fund Treasury daily operations and activities including Payments, Standard Settlement Instructions (SSIs), Bank Account Management, Online Banking Administration including access entitlements, Capital Activity and Reporting.

• Manage functional teams responsible for Fund Treasury activities ensuring processes and deliverables have well defined success criteria and are consistently completed timely and accurately using KPIs to monitor volume, measure quality, and balance workloads

• Manage daily approval related tasks which can include but not limited to: payments, payment templates, bank account requests and account data validation across various platforms

• Create transparency on operational activities and status updates on daily operational requests through dashboard reporting tools and consistent communication 

• Monitor SLAs across functional processes and identify trends to highlight areas of success and/or opportunities for improvements

• Ensure timely escalation management across daily activities while actively reaching out to banking partners clearly communicating issues and resolution needed

• Collaborate with teams across the CFO Finance organization including Fund Accounting, Investment Operations and Corporate teams to identify opportunities and deliver measurable process improvements

• Lead transformation projects including technology-enabled initiatives while clearly presenting ROI and efficiencies

• Manage change initiatives closely ensuring milestones are completed timely, teams are informed, issues are raised and addressed while mitigating implementation risk

• Provide leadership and guidance to Treasury team fostering an environment that encourages employee participation, teamwork and communication

Experience Required

• 15+ years of experience in Treasury and/or Cash Management Operations

• Investment management or global financial services experience preferred

• Experience with various financial institutions including investment banks, custodians and prime brokers

• Using industry utilities and communication protocols such as SWIFT

• Experience with a TMS, Workday, Geneva platforms preferred

• Measurable process improvement track record

Personal Attributes

• Excellent verbal and written communication skills 

• Strong leadership skills to motivate, develop, and maximize productivity of others

• Extremely organized and able to manage multiple workstreams and projects simultaneously while addressing escalated issues

• Strong quantitative, problem solving, and analytical skills

• Strong technological skills

• Flexible and team-oriented with strong integrity and professionalism

Education

A bachelor’s degree 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.

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.