Vice President, Transformation/Project Management

Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 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

The Vice President position is within the Transformation/Project Management team of the Finance Operations department. This person will serve as a leader within the group supervising direct reports, support in driving department operations, and owning the end to end delivery of key projects across the CFO organization.

Typical Responsibilities Include

• Serve as a liaison and advisor to all business, IT and third-party vendors on an ongoing basis; driving strategic priorities and managing expectations
• Build and manage trusting relationships with internal stakeholders between technology and the business within the CFO organization
• Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s)
• This is inclusive of adjusting communication styles and presentations to the audience need(s)
• Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress
• Gather, document, analyze and draw conclusions regarding complex data and information; succinctly present findings to various audiences in a consumable presentation
• Develop a level of subject matter expertise around the procedure, process or technology within the scope of the initiative responsibilities.
• Setting key performance indicators to measure and improve team/project performance.
• Manage multiple highly visible initiatives with minimal oversight
• Drive the end to end effort to operationalize initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines and tasks, including:
• Create and own project plan, project charter and other artifacts
• Plan and facilitate working sessions with business and technology stakeholders
• Facilitating and supporting efforts of prioritization
• Develop new processes in collaboration with business; document and deliver trainings for business as usual (BAU) team
• Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action
• Effectively grow and manage direct reports both in their professional growth and in the successful delivery of their initiatives
• Continuously identify opportunities and make actionable recommendations to improves processes and standards of the Finance Operations team; employing best practices to ensure optimal value delivery
• Active leader within the team driving areas within the team operations
• Effectively communicate across different audiences and ability to manage up, lateral and down
  

Experience Required

• 12+ years in process improvement, project management, change management, and/or business analysis experience within the financial services industry, preferably in investment management;
• Experience in “Big 4” type organizations (or comparable), in consulting
• Track record in advisory, project management and process improvement;
• Experience managing and growing direct reports;
• Solid analytical skills and ability to understand and resolve complex problems;
• Strong ability to quickly synthesize challenges and effectively tell a story through consumable materials
• Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment
• Experience in working with and reviewing large sets of data including data manipulation in logical data structures and reconciliations;
• Expertise in Microsoft Excel, Word, PowerPoint, Jira/Confluence, Monday.com, and Visio.
  
  

Personal Attributes

• Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers.
• Communication; strong interpersonal, verbal, and written communication skills; ability to prepare and present complex material. Able to provide transparency in communication style to appropriate audiences.
• Independence & Collaboration; experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns.
• Work Ethic; focus on continual development, performance, accountability and self-motivation.
• Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment.
• Intellectual Curiosity; energized by learning new things and engaging across a wide range of issues; must have strong problem solving skills; understand the importance of attention to detail, adept at conducting research into project-related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies.
• Driving Results; sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through.
• Judgment; makes recommendations and decisions that balance a variety of factors.
  
  

Education

Bachelor’s degree, preferably in Accounting.

Base Salary Range

$175,000 - $200,000

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.