Vice President, Investment and Trading Technology

Oaktree Capital Management•Los Angeles, CA

8d•$175,000 - $200,000

About The Position

Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 cities worldwide. We are 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. Investment Applications support Front Office users (traders, portfolio managers) as well as engage with Trade Support and Compliance for operational support of our Order Management system and OMS adjacent applications. For additional information please visit our website at www.oaktreecapital.com Summary Oaktree is looking for a Lead Business Analyst to join the Investment and Trading Technology (ITT) group. Oaktree is on a multi-year journey to enhance our technology landscape by adopting modern tools and leveraging modern solutions. This is an exceptional opportunity to help build our future state business architecture to support and expand our capabilities. This position will work closely with our Portfolio Managers, Traders, Middle Office, and Compliance team.

Requirements

Minimum 8-10 years of relevant experience in maintaining, implementing, or supporting an Order Management System (OMS) within the investment industry.
Strong experience with OMS solutions such as Charles River Development, Aladdin, SimCorp, Thinkfolio, Bloomberg AIM, or Enfusion.
Deep understanding of financial instruments, including bonds (bank loans, CLO’s, corporates), derivatives, and FX.
In-depth knowledge of industry standards such as FIX protocol and SWIFT messaging.
Experience writing and managing business requirements, functional specifications, use cases, and test plans.
Proven track record of identifying opportunities for process improvements and optimizing workflows, particularly within trading and investment management functions.
Experience with electronic trading platforms (e.g., Tradeweb, MarketAxess, TSOX, EMSX, Flextrade).
Understanding pre, post and batch compliance.
Experience with SQL queries or programming knowledge in Python.
Strong analytical skills with the ability to identify inefficiencies and propose technology-driven solutions to enhance business operations.
Excellent interpersonal and communication skills, with the ability to engage both technical teams and business stakeholders effectively.
Strong leadership and project management skills, with the ability to manage cross-functional teams and lead discussions to drive consensus on project requirements and priorities.
Ability to work in a fast-paced environment with a focus on meeting deadlines and delivering high-quality results.
Ability to provide training and support to end-users, ensuring smooth transitions and effective use of new technology solutions.
A proactive and results-driven approach to problem-solving and continuous improvement.
Demonstrated experience working in Agile team settings.
Self-starter with a proven ability to take initiative
Responsible with a strong work ethic and sense of dedication
Excellent interpersonal, verbal, and written communication skills
Works well under pressure and with time constraints
Outstanding organization skills with high attention-to-detail
Possess intellectual curiosity to improve systems and processes
Team-oriented with strong integrity and professionalism; and
Must be able to handle highly confidential information and situations with professionalism and tact.

Responsibilities

Lead the product management function for firmwide Order Management System (OMS) across Front and Middle Office functions, including Portfolio Management, Trading, Compliance, Trade Confirmations, and Settlements.
Establish strong working relationships with both business and technology teams to ensure seamless application support and adoption.
Serve as the Subject Matter Expert (SME) for Trading systems and associated workflows, advising business stakeholders and development teams to enhance business processes and operational efficiencies.
Identify, recommend, and implement process improvements across trading workflows, leveraging technology to automate manual tasks and improve efficiency across the trade lifecycle.
Lead User Acceptance Testing (UAT) and system validation efforts, ensuring that functionality meets business requirements.
Manage relationships with vendors, overseeing ongoing engagements and onboarding of new vendors.
Conduct interviews, workshops, and document analysis to gather detailed business requirements and translate them into actionable plans.
Analyze business processes, workflows, and systems to identify inefficiencies and propose solutions to enhance operational effectiveness.
Stay current with industry trends and best practices in investment

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