Senior Manager, Bank Relationship Management

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

10d•$135,000 - $170,000•Hybrid

About The Position

Oaktree is seeking a Senior Manager of Bank Relationship Management to lead Global Treasury’s banking relationship strategy and governance framework across a global network of financial institutions. This role serves as the primary liaison between Global Treasury and its banking partners, ensuring banking services effectively support the firm's treasury operations, liquidity management, risk management, investment activities, and strategic growth initiatives. The successful candidate will be responsible for developing and executing Oaktree's banking strategy, overseeing banking partner performance evaluation frameworks, and building scalable reporting, analytics, and governance processes across the firm's banking network. A key responsibility will be establishing and enhancing the bank relationship management infrastructure, including the development of centralized reporting and data management capabilities related to bank balances, interest rates, fee structures, service utilization, and banking partner performance. The role will be expected to identify opportunities to streamline and automate reporting processes, improve data transparency, and deliver actionable insights to Finance leadership and business stakeholders while leveraging Oaktree's global banking relationships and enterprise scale to enhance service delivery, optimize commercial outcomes, and support the firm's financing and liquidity objectives. This role will collaborate closely with internal stakeholders including Finance, Investment and Trading Operations, Capital Solutions, Legal, Compliance, and external banking partners.

Requirements

7-9 years of experience in Treasury, Corporate Banking, Transaction Banking, Cash Management, Banking Relationship Management, Treasury Consulting, or related financial services functions
Experience managing relationships with global financial institutions, custodians, investment banks, lenders, and transaction banking providers
Experience leading reporting, analytics, data management, or automation initiatives within Treasury, Banking, Finance, or Operations
Strong understanding of banking products and services, including payments, liquidity management, cash management, account services, custody and prime brokerage, credit facilities, and online banking platforms
Experience conducting banking performance reviews, service assessments, and relationship governance activities
Demonstrated ability to influence stakeholders, manage complex initiatives, and drive issue resolution across multiple functions
Bachelor's degree required.

Nice To Haves

Experience within investment management, alternative asset management, banking, or global financial services environments preferred
Experience with Treasury Management Systems (TMS), banking portals, and financial reporting tools preferred
Advanced degree and/or treasury, banking, finance, or risk-related certifications preferred.

Responsibilities

Develop and maintain Oaktree's global banking strategy, including banking partner selection criteria, relationship governance standards, and service delivery expectations
Serve as the primary relationship manager for Oaktree's Treasury banking partners, fostering senior-level relationships and acting as a strategic liaison across banking services
Evaluate banking partner capabilities, financial strength, service quality, and strategic alignment through ongoing monitoring of creditworthiness, market developments, periodic relationship reviews, and annual service assessments
Recommend enhancements to Oaktree's banking structure, service model, provider network, and banking relationships based on performance, strategic alignment, and evolving business needs
Develop and maintain the firm's bank relationship management reporting framework, including centralized reporting across bank balances, interest rates, earnings credits, fee structures, service utilization, and banking partner performance metrics
Establish and maintain governance scorecards, key performance indicators, and reporting repositories to improve transparency, consistency, and accessibility of banking relationship information across the enterprise
Identify opportunities to automate reporting, data collection, and performance monitoring processes through technology-enabled solutions and partnerships with internal technology and data teams
Deliver analytical insights and recommendations to Finance leadership and business stakeholders to support banking strategy, relationship optimization, fee management, liquidity decisions, and partner selection activities
Manage banking negotiations, pricing schedules, master service agreements, and related commercial arrangements
Conduct benchmarking and analysis of banking fees, deposit rates, service offerings, and pricing structures to ensure competitive and cost-effective relationships
Partner with Capital Solutions and banking partners to optimize credit capacity and support the firm's financing objectives
Support strategic banking initiatives, RFP processes, onboarding of new banking services, and expansion of banking capabilities
Serve as the central point of coordination for significant banking issues, service disruptions, operational challenges, and relationship escalations
Lead troubleshooting, root-cause analysis, and remediation efforts involving banking partners and internal stakeholders
Coordinate resolution of complex issues while maintaining effective communication and stakeholder transparency
Identify trends and opportunities to improve banking service delivery, operational resiliency, and client experience across the organization
Lead cross-functional initiatives involving Global Treasury, Finance, Operations, Legal, Compliance, Technology, and banking partners to deliver strategic outcomes
Influence stakeholders and drive alignment across multiple business functions while balancing enterprise priorities and banking relationship objectives
Prepare and support senior leaders for strategic banking engagements, relationship reviews, and executive-level meetings by providing relevant relationship insights, performance analysis, key discussion topics, and escalation considerations
Support the continued evolution of Oaktree's global banking governance framework and Global Treasury organization