Oaktree Capital Management

Assistant Vice President, Project Manager

US-CA-Los Angeles
Job ID
Job Department

Company Overview

Oaktree is a leader among global investment managers specializing in alternative investments, with $101 billion in assets under management as of December 31, 2016. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 900 employees and offices in 18 cities worldwide.


The position of Assistant Vice President, Business Analyst for the Open-End (“OE”) Accounting and Performance teams works closely with the leadership of the group with principal responsibility for operationalizing OE initiatives. The position partners with the managers of OE Accounting and Performance along with managers across the organization to drive initiatives focused on process and data architecture improvements. 


Responsibilities include:

Business Analysis

  • Document business, functional, and technical requirements.
  • Gather, document, analyze and draw conclusions regarding complex data and information
  • Define, coordinate, facilitate and/or execute user acceptance tests against business requirements.
  • Document test results and develop remediation plans with IT to address unmet business requirements.
  • Document current state (“as is”) and future state (“to be”) processes, systems flows, and data flows.
  • Formulate, define and implement improvements to business processes and operations.
  • Facilitate group budgeting process as well as development and monitoring of key performance indicators/metrics.

Project Management

  • Collaborate with management and key stakeholders to define project scope, objectives, assumptions, dependencies, value proposition / rationale, and impacted organizational functions and systems.
  • Resolve conflicts and negotiate changes in project priorities and/or scope.
  • Serve as liaison to business stakeholders on an ongoing basis; supporting the prioritization of business and enterprise needs and managing expectations.
  • Serve as a relationship manager for 3rd party providers.
  • Conduct project meetings and facilitating collaborative discussions.
  • Collaborate / coordinate closely in partnership with other departments within Accounting and the organization.


  • Minimum 8-10 years accounting experience within the financial services industry, preferably in the investment management industry;
  • Track record in business analysis, project management or process improvement;
  • Understanding of accounting and investment performance reporting is a plus.
  • Solid analytical skills and ability to understand and resolve complex problems; and
  • Proficiency in Microsoft Excel, Word, PowerPoint and Access

Personal Attributes

  • Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers.
  • Communication; strong interpersonal and verbal/written communication skills; ability to present complex material.
  • Independence & Collaboration; experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns.
  • Work Ethic; focus on continual development, performance, accountability and self-motivation.
  • Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment.
  • Intellectual Curiosity; energized by learning new things and engaging across a wide range of issues; must have strong problem solving skills; adept at conducting research into project-related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies.
  • Driving Results; sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through.
  • Judgment; makes recommendations and decisions that balance a variety of factors.


Bachelor’s degree, preferably in Accounting. CPA is a plus.


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