Oaktree Capital Management, L.P.
Assistant Vice President, Business Analyst/Project Manager, Tax & Treasury Opera
Oaktree Capital Management, L.P., Los Angeles, California, United States, 90079
Oaktree is a leader among global investment managers specializing in alternative investments, with $179 billion in assets under management as of June 30, 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 1,000 employees and offices in 20 cities worldwide.
Scope and responsibilities
The Assistant Vice President will serve as a business analyst within the Operations team in the Tax and Treasury department. The business analyst will be responsible for overseeing projects, initiatives and work streams designed to transform the Tax and Treasury function at Oaktree, with an emphasis on identifying continuous improvement opportunities, process development, and management of cross functional projects. The candidate will work closely with other Oaktree colleagues in Tax, Treasury, Accounting, and IT along with external service providers to lead efforts to enhance department operations.
Key Responsibilities Include:Leading in project management, strategic planning, process documentation, and large data managementManage and coordinate all activities leading to the successful completion of projects and initiatives including project scoping, design, project plan, budget, and metricsServe as subject matter expert for the procedure, process, or technology within the scope of a projectCoordinate input from and participation with various other departments within the company as needed to meet project or initiative objectivesResponsible for providing team/project goals and evaluating performance to identify areas of improvement opportunitiesResearch industry best practices and make recommendations for new processes and proceduresDevelop new processes in collaboration with business and then document and deliver trainings for business before entering a BAU stateManage risk and issue resolution process through collaboration with business leads to ensure swift corrective actionEffectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to define requirements, identify opportunities, and present solutions to business challengesProduce and manage operational deliverables and communications to stakeholders which will include executive-level reporting and presentationsUplevel data management operations for efficiency and scalabilityWork on other special projects and firm-wide initiatives, as directed by managementExperience Required:7+ years of relevant experience working on finance operations, project management and process improvementStrong knowledge of general finance, process documentation and cross functional operationsSolid analytical skills and ability to understand and resolve complex problemsExperience in working with large sets of data including data manipulation in logical data structures and reconciliationsStrong working knowledge of Microsoft Excel, PowerPoint, SharePoint and VisioProven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completionWorking knowledge of Scrum, JIRA or other project management tools a plusPersonal Attributes:Outstanding organization skills with high attention to detailOutstanding initiative and a strong work ethicResponsible with a strong sense of dedicationExcellent interpersonal, verbal and written communication skillsWorks well under pressure and with time constraintsPossesses strong integrity and professionalismEducation:Bachelor’s degree relevant to position, a Master’s degree a plusProject Management Professional (PMP) certification and/or Agile Certified Practitioner (ACP) a plusBase Salary Range: $105,000 - $150,000In 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.
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Scope and responsibilities
The Assistant Vice President will serve as a business analyst within the Operations team in the Tax and Treasury department. The business analyst will be responsible for overseeing projects, initiatives and work streams designed to transform the Tax and Treasury function at Oaktree, with an emphasis on identifying continuous improvement opportunities, process development, and management of cross functional projects. The candidate will work closely with other Oaktree colleagues in Tax, Treasury, Accounting, and IT along with external service providers to lead efforts to enhance department operations.
Key Responsibilities Include:Leading in project management, strategic planning, process documentation, and large data managementManage and coordinate all activities leading to the successful completion of projects and initiatives including project scoping, design, project plan, budget, and metricsServe as subject matter expert for the procedure, process, or technology within the scope of a projectCoordinate input from and participation with various other departments within the company as needed to meet project or initiative objectivesResponsible for providing team/project goals and evaluating performance to identify areas of improvement opportunitiesResearch industry best practices and make recommendations for new processes and proceduresDevelop new processes in collaboration with business and then document and deliver trainings for business before entering a BAU stateManage risk and issue resolution process through collaboration with business leads to ensure swift corrective actionEffectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to define requirements, identify opportunities, and present solutions to business challengesProduce and manage operational deliverables and communications to stakeholders which will include executive-level reporting and presentationsUplevel data management operations for efficiency and scalabilityWork on other special projects and firm-wide initiatives, as directed by managementExperience Required:7+ years of relevant experience working on finance operations, project management and process improvementStrong knowledge of general finance, process documentation and cross functional operationsSolid analytical skills and ability to understand and resolve complex problemsExperience in working with large sets of data including data manipulation in logical data structures and reconciliationsStrong working knowledge of Microsoft Excel, PowerPoint, SharePoint and VisioProven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completionWorking knowledge of Scrum, JIRA or other project management tools a plusPersonal Attributes:Outstanding organization skills with high attention to detailOutstanding initiative and a strong work ethicResponsible with a strong sense of dedicationExcellent interpersonal, verbal and written communication skillsWorks well under pressure and with time constraintsPossesses strong integrity and professionalismEducation:Bachelor’s degree relevant to position, a Master’s degree a plusProject Management Professional (PMP) certification and/or Agile Certified Practitioner (ACP) a plusBase Salary Range: $105,000 - $150,000In 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.
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