ResponsibilitiesThe Global Private Debt team manages a variety of funds and accounts, ranging from those with broad private lending mandates to those focused on specific geographies, industries or parts of the capital structure. The team may also complement these private investments with a small number of opportunistic investments in high-quality publicly traded assets that have been discounted because of market dislocations or company-specific issues. The team sources deal flow - often on a proprietary basis - directly from financial sponsors, management teams, advisors, banks and issuers, while Oaktree's firm-wide Sourcing & Origination team provides greater visibility on the opportunity set.
As a member of the Global Private Debt team's embedded operations group, the individual will be instrumental in supporting the group's capital planning and liquidity management responsibilities and initiatives and will play an important role in various strategic projects and operational improvement initiatives.
Responsibilities include:
- Play a key role in cash, liquidity and capital forecasting across our funds and accounts
- Day-to-day forecast updates and analysis of cash requirements
- Optimization of timing of capital calls, distributions, borrowings and repayments to drive fund returns
- Continuous improvement of our forecasting tools and processes
- Assist with overall capital planning and leverage management efforts for our private credit platform
- Assist with optimizing credit facility design and usage across our private credit funds
- Partner with Capital Solutions team to assist in the planning and execution of financings (e.g., subscription credit facilities and asset-backed credit facilities)
- Build and manage financial models to support these efforts
- Help drive technological and operational improvements in this area
- Assist with building and maintaining fund models to help drive strategic decisions. Examples include:
- Earnings, leverage and liquidity forecasts for our business development companies ("BDCs")
- Ongoing projections for all Global Private Debt funds to evaluate performance against targets
- Investment return projection models for prospective funds and accounts
- Assist with analyses and presentation creation for various stakeholders including BDC Board of Directors, rating agencies and banks
- Collaborate closely with investment teams and other functional areas including Fund Accounting, Investment Operations, Capital Solutions, Investor Relations, Legal and Compliance
- Participate in a variety of special projects including those aimed at better leveraging data and technology to drive operational improvements
Qualifications- 4-7 years of experience in a relevant role, including dedicated experience in private credit
- A bachelor's degree in accounting or finance is preferred but not required
- Advanced proficiency in Excel including strong financial modeling skills
- Experience with credit facility borrowing bases
- Familiarity with Python, SQL and/or data visualization tools (e.g., Power BI) to drive data analysis and reporting
- Experience multi-tasking in a fast-paced environment
Personal Attributes- Must have outstanding initiative, problem solving skills, and be a self-starter
- Should demonstrate non-linear thinking and have excellent written, verbal and interpersonal communication skills
- Needs to be able to prioritize and manage multiple competing tasks
- Must be a collaborative, team-oriented individual with strong sense of integrity and professionalism
- Must be highly organized and able to adapt to variable deadlines
EducationBachelor's degree required.
Base Salary RangeSenior Associate: $120,000 - $150,000
Assistant Vice President: $140,000 - $170,000
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.
