Vice President, Investment Operations - Private jobs in United States
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Oaktree Capital Management, L.P. · 2 months ago

Vice President, Investment Operations - Private

Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. The Vice President will be responsible for executing and supporting operational activities within the private credit deal lifecycle, coordinating with various stakeholders to ensure efficient deal fundings and asset management.

Business DevelopmentCreditFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities
Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy
Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner
Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal
Assist in managing all banking, custodian and facility relationships across the credit platform
Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties
Develop a complete understanding of the roles and responsibilities, systems and processes across each internal functional group, and serve as a central point of contact between the Investment Team and the back office
Partner with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process
Participate in developing and documenting operational policies, procedures and controls
Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders
Support document management for private credit deals
Analyze process issues and bottlenecks to make improvements; and
Assist in process improvements and automation as well as the development of longer-term systemic solutions

Qualification

Private credit investment operationsMiddle-office supportAnalytical skillsMicrosoft ExcelGeneral finance knowledgeOutstanding organization skillsWork ethicCommunication skills

Required

8+ years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company
3+ years of experience in private credit investment operations and middle-office support, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances
Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending. Extensive knowledge of BSL market is a plus
Strong knowledge of general finance, process documentation and cross functional operations
Solid analytical skills and ability to understand and resolve complex problems
Proficient in Microsoft Office with strong working knowledge of Microsoft Excel
Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
Outstanding organization skills with extremely high attention to detail
Outstanding initiative and a strong work ethic
Responsible with a strong sense of dedication
Excellent interpersonal, verbal and written communication skills
Works well under pressure and with time constraints
Possesses strong integrity and professionalism
A Bachelor's degree relevant to position

Preferred

A Master's degree a plus

Benefits

Discretionary bonus incentives
Comprehensive benefits package
Flexible work arrangement

Company

Oaktree Capital Management, L.P.

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Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.

H1B Sponsorship

Oaktree Capital Management, L.P. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (2)
2023 (5)
2022 (7)
2021 (4)
2020 (6)

Funding

Current Stage
Public Company
Total Funding
unknown
2019-03-13Acquired
2012-04-12IPO

Leadership Team

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Armen Panossian
Co-CEO and Portfolio Manager
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Robert O'Leary
Co-CEO and Portfolio Manager, Global Opportunities
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Company data provided by crunchbase