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Vice President, Business Transformation - Investment Lifecyle

Oaktree Capital Management

Los Angeles, CAFull TimeStaffH-1B sponsor company
Sign in to applyVerified
Location
Los Angeles, CA
Employment
Full Time
Work model
On-Site
Level
Staff
H-1B history
1 approvals (FY2023)
Posted

About this role

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 Vice President will drive high-visibility projects and initiatives on the Business Transformation team, spanning process, technology, and change management work across the investment lifecycle. Priorities span a range of initiatives, from OMS-related enhancements to broader front-to-back workflow optimization, control improvements, and technology-enabled process redesign across Investment Operations, Trading, Compliance, Technology, and Data. This is a hands-on, high-impact mandate: the successful candidate will own end-to-end delivery of business process design and change management, partnering closely with the Digital Product team and other technology stakeholders to shape and support technology implementations, strengthen controls, reduce operational risk, and improve efficiency at scale. The role offers broad exposure across the investment lifecycle and the opportunity to work on a variety of high-impact initiatives alongside senior stakeholders. Key responsibilities include: Investment Lifecycle & Investment Operations Focus Partner with Investment Operations, Trading, Compliance, and Technology teams, serving as a subject matter liaison where needed, 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 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 Lead business process design efforts, including mapping, analyzing, and optimizing workflows across Operations, Technology, and Data teams, using techniques such as stakeholder interviews, workshops, and data analysis. Document policies, standard operating procedures (SOPs), workflows, and desktop procedures to ensure clarity, consistency, and scalability. Partner with business stakeholders to design and implement new processes, ensuring proper documentation, training, and transition to BAU. 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 Lead 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 strong plus), including trade lifecycle management, order management, allocations, settlements, reconciliations, and

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