Assistant Vice President - Capital Solutions

Oaktree Capital Management, L.P.; Hyderabad; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Oaktree Capital Management, L.P. in Hyderabad, India, seeks a senior Capital Solutions professional to drive transaction execution, manage funds facilities, and oversee data and process improvements.

You will coordinate across legal, investment, treasury and KYC teams, supporting portfolio managers and relationship managers. The role emphasizes transformation initiatives from ideation to completion, strong analytics, and leadership of the India-based team to meet project milestones in a global

Qualifications

• Bachelor’s degree in Business Administration, Business Economics, Accounting, Finance or related field.
• 8-12 years relevant business experience (consulting, investment banking, advisory, finance, capital markets, corporate development).
• Experience and interest in learning AI models and tools and use cases for implementation in the business.
• Excellent written, verbal, and interpersonal communication skills in financial/investment transactions.
• Proven self-starter with initiative and ability to close out tasks quickly and accurately.
• Collaborating across groups and gaining support from various stakeholders.

Responsibilities

• Assist with transaction execution of new subscription lines, NAV, asset-based and hybrid facilities and lead extensions/amendments.
• Oversee creation and maintenance of a master database for subscription lines, NAV and asset-based facilities; manage firm-wide wallet share and legal fee tracking.
• Monitor facilities including tracking subline utilization and borrowing-base trends to support recommendations.
• Serve as internal contact for fund finance inquiries from portfolio managers, relation managers, legal, investment team, fund accounting, Treasury and KYC teams.
• Familiarity with fund legal documents such as credit agreements, fee letters and limited partnership agreements.

Skills

AI models knowledge

Communication skills

Self-starter

Stakeholder collaboration

Excel/Database skills

Education

Bachelor’s degree in Business Administration/Finance or related field

Tools

Excel

Database tools

KYC systems

Job description

Our Company As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate. Oaktree is 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. Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Key Responsibilities

Oaktree’s Capital Solutions team focuses on enhancing Oaktree’s strategic relationships with the broader capital markets community and is responsible for all financing, seasoning and warehousing activity across Oaktree funds.

• Assist with transaction execution of new subscription lines, NAV, asset‑based and hybrid facilities and lead extensions/amendments
• Oversee the creation and maintenance of a master database for subscription lines, NAV and asset-based facilities in addition to a firm wide wallet share and legal fee tracking database, ensuring accuracy and clarity
• Continuously monitor facilities including tracking subline utilization, borrowing-base trends to support recommendations for upsizing or downsizing
• Serve as internal contact for fund finance inquiries from portfolio managers, relationship managers, legal, investment team professionals, fund accounting, Treasury and KYC teams
• Familiarity with fund legal documents such as credit agreements, fee letters, limited partnership agreements and structures
• Manage day-to-day operations, reporting and deal execution for Oaktree’s season and sell program called Origination Vehicle Solution (OVS)
• Create and manage OVS KPIs and metrics for regular distribution to key stakeholders
• Monitor standard deal execution processes and immediately raise deviations
• Partner with various teams to ensure seasoning and warehouse portfolios move through the workflow and adhere to client risk/concentration limits
• Recommend and implement improvements to existing architecture and process
• Oversee implementation of new technology and automation, including testing and change management
• Lead India based team on daily activities and project deliverables
• Lead the planning and execution of transformation initiatives from ideation to completion with clear and practical steps to achieve project goals. This includes but not limited to defining project scope, objectives, assumptions, dependencies, risks, value proposition/rationale, and developing and managing project plans, driving actions to support execution of those plans, as well as conceptualizing and architecting solutions

Experience Required

• Minimum 8 - 12 years relevant business experience (consulting, investment banking, advisory, finance, capital markets, corporate development)
• The candidate must have experience and interest learning AI models and tools and use cases for implementation in the business
• The candidate must have excellent written, verbal, and interpersonal communication skills or with financial or investment related transactions
• The successful candidate must demonstrate considerable initiative and be a self-starter with an ability to close out tasks quickly and accurately
• Proven track record of collaborating across groups and gain the support needed from various stakeholders

Education: A Bachelor’s degree in Business Administration, Business Economics, Accounting, Finance or related field (and/or equivalent experience).

Personal Attributes Outstanding initiative, attention to detail and a strong work ethic focused on continual development, performance, accountability and self-motivation; Strong excel, database, and technology skills with the ability to efficiently review and build out strong procedures for data management Effective time-management skills with the ability to multi-task and prioritize; Superior organizational skills and the ability to time-manage complex, diversified work streams effectively; and Possess strong integrity and professionalism.

Shift Timings: 2:00PM - 11:00PM IST Location: Hyderabad

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.

At Oaktree, we focus on hiring individuals with intelligence, dedication, team spirit, integrity and a strong work ethic. We welcome the opportunity to speak with talented professionals who have relevant credentials and experience in investments, marketing and client relations, accounting, legal, compliance, information technology, administrative support and other relevant areas.

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.