Senior Associate/AVP, Global Private Debt, Fund Operations and Capital Management

Oaktree; New York (NY); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Oaktree, a Brookfield affiliate, seeks a results-driven finance professional to join its Global Private Debt operations in New York. The role focuses on cash and liquidity forecasting, capital planning, and modeling across private credit funds and BDCs.

You will build and maintain detailed financial models, optimize capital calls and facility usage, and partner with Investment Operations and Capital Solutions to drive fund performance and strategic decision‑making.

Formación

• 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.

Responsabilidades

• Play a key role in cash, liquidity and capital forecasting across funds and accounts.
• Perform day-to-day forecast updates and analyze cash requirements.
• Optimize timing of capital calls, distributions, borrowings and repayments to drive fund returns.
• Continuously improve forecasting tools and processes.
• Assist with overall capital planning and leverage management 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.

Conocimientos

Financial modeling

Cash forecasting

Educación

Bachelor's degree in accounting or finance

Herramientas

Excel

Descripción del empleo

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/

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/

Responsibilities

The 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 Exc