Assistant Vice President, Investment and Trading Technology

Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of September 30, 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.

For additional information please visit our website at www.oaktreecapital.com

Summary

Oaktree is looking for an AVP, Product Owner to join the Investment Trading Technology (ITT) team. The ideal candidate will perform business analysis & serve as product owner of both home-grown and vendor investment platforms. It is crucial for this individual to have previous private debt workflow/debt experience such as the lifecycle of a deal and the deal debt process.

The ideal candidate will interface with investment and investment adjacent teams frequently so having an understanding in their processes and workflows is necessary. The candidate should have previous experience in designing detailed workflows, working with the development team to build applications, streamlining operations, gather in depth requirements, interface & work with stakeholders/leadership, and uncovering growth opportunities. The candidate should demonstrate excellent communication skills, curiosity, be solution oriented and have a collaborative approach.

Responsibilities:

• Understand user (investment teams) needs, gather / define business requirements, and turn them into specs for the development team
• Drive the end-to-end technology product development framework and define near term product vision as well as articulate to the development team, and leadership
• Frequently interface with and be the voice of core application users; anticipate / resolve for user needs proactively
• Define and prioritize core features and functionality for the development team
• Be a subject matter expert of private deal workflows and associated technology that supports business needs
• Document and maintain product, feature requirements, enhancement requests, make recommendations for improvements and/or alternatives of business applications
• Demonstrate excellent communication skills while working with a global team

Qualifications

• 8+ years of experience as an investment application product owner or business analyst
• Private credit workflow/debt expertise; previous financial services, portfolio management/PE, banking/financial, etc. industry experience
• Experience designing and building in depth workflows, systems, writing in depth requirements, product road mapping / future state vision, defining OKRs, maintaining backlog and prioritization queue,
• Excellent communication skills; experience working with the investment professionals / middle office business partners, development team, partnering with leadership, etc
• Proven track record in learning new business functions and technology (both internally developed and vendor implementations), as well as bridging the gap between both groups to drive results and deliver core and enhanced features
• Ability to dissect complex technical and business problems, provide detailed analyses and actionable recommendations (proactive and reactive), and optimize for efficiencies
• Experience with investment applications such as private credit portfolio monitoring platforms, OMS products - Aladdin / Charles River, Risk analytics, ESG & research applications, etc
• Demonstrated experience working in Agile team setting using Confluence and JIRA
• SQL Knowledge, CFA, CAIA is a plus
• Demonstrate excellent communication skills while working with a global team

Education:

Base Salary Range:

$145,000-$190,000

In 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.

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.