Assistant Vice President, Investment Operations - Private

Oaktree Capital Management, L.P.•Los Angeles, CA

1d•$155,000 - $225,000

About The Position

The Investment Operations – Private team at Oaktree Capital Management is a middle-office team focused on private investments and serves as a central hub for the private investment lifecycle. The role coordinates private deal activity and closing, working with internal stakeholders and external counterparties to support accurate fundings, asset setup, investment monitoring, and reporting. It also supports stakeholder relationships, operational controls, document management, and process improvement. The position is expected to demonstrate capacity for progressive leadership and may assume supervisory duties as the role expands.

Requirements

6–8 years of relevant operations experience at an asset management company, investment bank, or other financial services company.
At least 2 years of experience in private credit investment operations and middle-office support, including reviewing private credit documents such as credit agreements and amendments for key terms, data points, and operational nuances.
Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending.
Strong knowledge of general finance, process documentation, and cross-functional operations.
Prior management or team-lead experience, with a track record of guiding, developing, or overseeing junior team members.
Solid analytical skills and ability to understand and resolve complex problems.
Proficiency in Microsoft Office and strong working knowledge of Microsoft Excel.
Ability to manage competing priorities and deadlines while independently driving projects to completion.
High autonomy, sound judgment, and accountability in day-to-day responsibilities.
Proactive ownership, with the ability to independently drive workstreams, identify solutions, and anticipate team needs.
Strong organization and exceptional attention to detail.
Initiative, a strong work ethic, responsibility, and dedication.
Excellent interpersonal, verbal, and written communication skills.
Ability to work under pressure and time constraints.
Strong integrity and professionalism.
Bachelor’s degree relevant to the position.

Nice To Haves

Extensive knowledge of the BSL market.
A Master’s degree.

Responsibilities

Serve as a key member of a dedicated middle-office team that supports private deals and facilitates deal-closing activities.
Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset setup, investment monitoring, and reporting.
Regularly review the private deal pipeline to ensure deals are tracked promptly.
Analyze legal documents, including credit agreements and fee letters, to identify critical deal terms.
Assist in managing banking, custodian, and facility relationships across the credit platform.
Oversee external stakeholder reporting and communications with banks, rating agencies, co-investors, auditors, and other parties.
Develop an understanding of roles, responsibilities, systems, and processes across internal functional groups, and serve as a central contact between the Investment Team and the back office.
Partner with investment professionals and internal and external counsel, tax, accounting, and compliance professionals to support cross-functional coordination throughout the investment process.
Participate in developing and documenting operational policies, procedures, and controls.
Ensure operational procedures and controls are followed and maintained, escalating issues to stakeholders as appropriate.
Demonstrate readiness for progressive leadership responsibilities, including supervisory duties as the role expands.
Support document management for private credit deals.
Analyze process issues and bottlenecks and identify improvements.
Assist with process improvements, automation, and development of longer-term systemic solutions.