Assistant Vice President, Business Analyst/Project Manager, Tax & Treasury Operations

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.

1. Leading in project management, strategic planning, process documentation, and large data management
2. Manage and coordinate all activities leading to the successful completion of projects and initiatives including project scoping, design, project plan, budget, and metrics
3. Serve as subject matter expert for the procedure, process, or technology within the scope of a project
4. Coordinate input from and participation with various other departments within the company as needed to meet project or initiative objectives
5. Responsible for providing team/project goals and evaluating performance to identify areas of improvement opportunities
6. Research industry best practices and make recommendations for new processes and procedures
7. Develop new processes in collaboration with business and then document and deliver trainings for business before entering a BAU state
8. Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action
9. Effectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to define requirements, identify opportunities, and present solutions to business challenges
10. Produce and manage operational deliverables and communications to stakeholders which will include executive-level reporting and presentations
11. Uplevel data management operations for efficiency and scalability
12. Work on other special projects and firm-wide initiatives, as directed by management

1. 7+ years of relevant experience working on finance operations, project management and process improvement
2. Strong knowledge of general finance, process documentation and cross functional operations
3. Solid analytical skills and ability to understand and resolve complex problems
4. Experience in working with large sets of data including data manipulation in logical data structures and reconciliations
5. Strong working knowledge of Microsoft Excel, PowerPoint, SharePoint and Visio
6. Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
7. Working knowledge of Scrum, JIRA or other project management tools a plus

1. Outstanding organization skills with high attention to detail
2. Outstanding initiative and a strong work ethic
3. Responsible with a strong sense of dedication
4. Excellent interpersonal, verbal and written communication skills
5. Works well under pressure and with time constraints
6. Possesses strong integrity and professionalism

1. Bachelor’s degree relevant to position, a Master’s degree a plus
2. Project Management Professional (PMP) certification and/or Agile Certified Practitioner (ACP) a plus

Base Salary Range: $105,000 - $150,000

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.

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.