Oaktree Capital Management jobs

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 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. For additional information please visit our website at *********************** Responsibilities Reporting to the Co-Heads of Sourcing and Origination, the successful candidate will be an integral member of the sourcing and origination team with a variety of broad responsibilities. Importantly, this individual will be responsible for originating, driving, and executing private credit solutions through the investment banking and direct lending community. The individual will operate seamlessly across all credit strategies at Oaktree. While the critical emphasis of this role will be a primary liaison for our credit strategies across the investment bank and direct lending ecosystem, he/she will also seek to originate opportunities directly with companies based on discussions with the investment banks. Responsibilities include but are not limited to the following: Manage operational processes for executing debt and equity investments. Maintain and originate relationships with financial institutions and competitors Collaborate with the investment team on deal-specific structuring/issues. Support fundraising, operational due diligence, and on-going communication with investors. Constantly improve and develop best practices for all aspects of financial and capital markets. Monitor and maintain the highest level of controls, procedures and infrastructure. Drive financial discipline, accountability and a culture of continuous improvement and scalability. Ensure that effective internal controls, policies and procedures are in place and are operating to safeguard assets. Qualifications The successful candidate will be an experienced capital markets professional. S/he should bring a strong track record from a global investment manager with multiple strategies and business lines. The individual will also have strong execution experience with exemplary debt, lender, and banking relationships ideally with exposure to M&A activity. Additional professional experience and competencies include but are not limited to the following: Minimum of 10 - 15 years of relevant work experience working in an institutional setting, preferably within a global investment management firm with focus on capital markets. Knowledgeable and experienced in capital markets, finance, tax, treasury functions and operational support of Oaktree services. Innovative self-starter with passion for and proficiency in maintaining productivity and efficiencies in the capital markets, investments and finance areas. Collaborative team player comfortable working seamlessly across functional business lines. High degree of emotional intelligence: able to work constructively with a diverse array of internal and external constituencies. Strong executive presence and strategic mindset. Setting Strategy The ability to create and articulate an inspiring vision for the organization, not only for the areas s/he is directly responsible for, but the enterprise as a whole. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas. The ability to effectively balance the desire/need for broad change with an understanding of how much change the organization is capable of handling, to create realistic goals and implement plans that are achievable and successful. Executing for Results The ability to set clear and challenging goals while committing the organization to improved performance; tenacious and accountable in driving results. Comfortable with ambiguity and uncertainty; the ability to adapt nimbly and lead others through complex situations. A risk-taker who seeks data and input from others to foresee possible threats or unintended circumstances from decisions; someone who takes calculated risks. A leader who is viewed by others as having a high degree of integrity and forethought in his/her approach to making decisions; the ability to act in a transparent and consistent manner while always taking into account what is best for the organization. Relationships and Influence Naturally connects and builds strong relationships with others, demonstrating strong emotional intelligence and an ability to communicate clearly and persuasively. An ability to inspire trust and followership in others through compelling influence, powerful charisma, passion in his/her beliefs, and active drive. Creates a sense of purpose/meaning for the team that generates followership beyond his/her own personality and engages others with the greater purpose of the organization as a whole. Education Bachelor's degree required. Base Salary Range $275,000-$300,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 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. The Product Strategy team is a part of Oaktree's Business Development organization with responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree's strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement. For more information, visit: ********************** Responsibilities This role will be aligned to Oaktree's liquid credit platform. This individual will support these strategies, at the direction and under supervision of our senior product specialists, to help support fundraising strategy and development/ongoing enhancement of marketing collateral. The candidate will be expected to develop internal subject matter expertise regarding our strategies' approach, areas of focus and portfolios. This position will also benefit from the resources of the broader product specialist team at Oaktree. Selected responsibilities include: Product Strategy Contribute to the design, creation and management of product reporting and collateral for internal and external consumption, including performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, insights pieces, talking points etc.) Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of Product Specialist professionals Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate Coordinate with the appropriate internal resources when information is not readily available Support technical product/investment-related investor requests and the completion of due diligence questionnaires in partnership with Oaktree's diligence and reporting team Develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others. Assist with product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events Assume project management responsibilities related to new product launches or other initiatives Ensure all communications are fully compliant with industry regulations and firm standards Product Development Support the preparation of market research on current and prospective product offerings Support the formation and oversight of separate accounts designed to achieve client needs and objectives Develop internal materials or analysis to support new product ideas Qualifications 1-3 years of relevant experience preferably within an institutional asset management, investment banking, consulting or product management role; prior client-facing experience is a plus Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment Personal Attributes The successful candidate should: Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and aspects of Oaktree's product offerings Exhibit outstanding attention to detail and exceptional organizational skills Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with appropriate oversight Thrive in a dynamic, high-rigor environment where responsibilities may shift daily Be highly resourceful, exercising sound judgment in responding to investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution Be highly motivated to succeed and committed to supporting the success of teammates Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency Demonstrate the ability to interact confidently with investment professionals, and senior leadership Uphold the highest standards of integrity, professionalism, and dedication to excellence Embrace diversity and uphold all core values of Oaktree Education Bachelor's degree (major in Finance, Business, Economics, or related field preferred). Base Salary Range Analyst: $100,000 - $120,000 Associate: $115,000 - $135,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: * 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors * Experience in the software industry is strongly preferred, but not required * Strong written and verbal communication, client and interpersonal skills * Commercial instinct and ability to perform under pressure and tight deadlines * Bachelor's degree is required; an MBA and/or CFA designation would be an asset * Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Prime Brokerage Client Service Account Manager Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team dynamic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs. As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world-class proprietary technology. Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley's vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations. Account Manager Job Description: The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions. On a daily basis, the Account Manager oversees the client's accounts and is involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential. Responsibilities: Build relationships with key decision makers at the client Daily client communication and interaction Conduit between Prime Brokerage (PB) operations and the client Manage the efficiency, timeliness and daily risk of PB/Client workflow Introducing PB technology and services to the client Cross selling the firm's products and technology Delivering all of Morgan Stanley services / capabilities to the client Reviewing balance trends and client market share Assessing PB revenue with service offering to ensure proper balance Qualifications: Bachelor's degree with a business focus Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience Demonstrate an understanding of capital markets Understanding of operational flows Demonstration of excellent communication skills Exceptional problem solving proficiency Ability to handle pressure, prioritize and multi-task during the course of a business day Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus Strong interpersonal and communication skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 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. Scope and responsibilities: The position Assistant Vice President is within the Business Transformation/Project Management team of the Finance Operations department. This person will own and deliver on process and technology improvement projects that are transformational to the CFO organization Typical responsibilities include: Serve as a liaison and advisor to all business, IT and third party vendors on an ongoing basis; supporting strategic priorities and managing expectations Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s) This is inclusive of adjusting communication styles and presentations to the audience need(s) Gather, document, analyze and draw conclusions regarding complex data and information; present findings to various audiences in a consumable presentation Work closely with leadership to operationalize initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines, OKRs, and tasks, including: Create and own project plan, success metrics through OKRs, project charter and other artifacts Plan and facilitate working sessions with business and IT stakeholders Develop new processes in collaboration with business; document and deliver trainings for business as usual (BAU) team Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action Facilitate and drive working sessions with business stakeholders to capture business processes Manage multiple viewpoints from business stakeholders across departments to build consensus and achieve positive outcomes to achieve the intended goal(s) Serve as subject matter expert (SME) for the procedure, process, or technology within the scope of project responsibility Continuously identify opportunities and make actionable recommendations to improves processes and standards of the Finance Operations team; employing best practices to ensure optimal value delivery Serve as player-coach within the Finance Operations team Experience required: 8+ years business analysis experience within the financial services or professional services /consulting industry; Track record in project management, change management, advisory (management consulting), and/or process improvement; Solid analytical skills and ability to understand and resolve complex problems; Effective communication skills and ability to tailor communications to different audiences Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment Experience in working with large sets of data including data manipulation in logical data structures and reconciliations; Expertise in Microsoft Excel, Word, PowerPoint, Confluence, Monday.com, and Visio Personal attributes: Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers. Communication; strong interpersonal, verbal, and written communication skills; ability to prepare and present complex material. Able to provide transparency in communication style to appropriate audiences. Independence & Collaboration; experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns. Work Ethic; focus on continual development, performance, accountability and self-motivation. Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment. Intellectual Curiosity; energized by learning new things and engaging across a wide range of issues; must have strong problem solving skills; understand the importance of attention to detail, adept at conducting research into project-related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies. Driving Results; sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through. Judgment; makes recommendations and decisions that balance a variety of factors. Education: Bachelor's degree, preferably in Accounting. Base Salary Range $145,000 - $185,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Berkshire Hathaway Homestate Companies, Workers Compensation Division, is seeking an Underwriting Technician within the Bay Area to provide critical support to designated Underwriters, and their assigned agencies, assisting with the facilitation of the end-to-end underwriting process. This individual is responsible for ensuring submission quality, accurate data entry, timely policy processing, and coordination between internal teams and external partners, all contributing to efficiency, service excellence, process improvement, and the delivery of high-quality, audit-ready files. Interested? We'd love to meet you! ESSENTIAL RESPONSIBILITIESSUBMISSION MANAGEMENT AND SUPPORT Reviews incoming submissions for completeness and quality, identifying missing or conflicting information and requesting additional details as needed. Accurately enters and maintains data in Underwriting and Policy Administration systems based on submission documentation and third-party resources. Prepares preliminary underwriting materials such as loss history grids and pricing model inputs to support Underwriter evaluation. Validates key rating variables and supports the automated quoting process by identifying and resolving discrepancies with Agents or Underwriters. Documents underwriting decisions or rationale as directed by the Underwriter to ensure files ae complete, compliant, and audit ready. SYSTEM PROCESSING AND POLICY TRANSACTIONS Completes complex and non-routine policy transactions, including endorsements, cancellations, ownership changes, and broker-of-record changes, following Underwriter instruction. Coordinates policy issuance by managing follow-ups, ordering loss control reports, and setting diary reminders to ensure timely processing. WORKFLOW OPTIMIZATION AND TEAM COLLABORATION Supports process automation initiatives by engaging with automated workflows, testing new tools, and providing user feedback. Conducts peer audits for new team members to assist with reinforcement of quality standards. Contributes to special projects, data cleanup efforts, and departmental initiatives as assigned. Identifies workflow bottlenecks in the submission or policy processing cycle and recommends solutions to improve turnaround times and accuracy. Assists with documenting internal procedures and contributes to the development or maintenance of training manuals to promote consistency to the team. AGENCY COMMUNICATION AND SERVICE COORDINATION Proactively communicates with Agents regarding submission status, outstanding items, or missing information to avoid delays and maintain momentum. Assists with coordination between Underwriters and assigned agencies, managing day-to-day correspondence and building strong working relationships. QUALIFICATIONS EDUCATION: Minimum of high school diploma, or equivalent certificate, required. Bachelor's degree from an accredited college or university preferred. EXPERIENCE: A minimum of one year of experience in insurance, preferably within the workers compensation industry, required. LANGUAGE SKILLS: Ability to read and interpret general underwriting files, documentation, and policies, Ability to write concise reports and business correspondence. Ability to communicate clearly and effectively with colleagues and external partners. MATH SKILLS: Ability to add, subtract, multiple, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs. REASONING SKILLS: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. COMPUTER SKILLS: Ability to demonstrate basic technical competencies in the use of computers, standard business applications, and Microsoft Office/365 applications and be able to master and become proficient in proprietary and vendor software programs. DESIRED COMPETENCIES Attention to detail Seeks to continuously upgrade technical skills and knowledge. Willingly participates in relevant training programs and initiatives. Relationship Building - Develops strong working relationships with internal partners and team members; is trusted. Is easily accessible and approachable. Is respectful, honest, open, and interested. Initiative Results Orientation - Completes tasks within established timelines without sacrificing work quality. Listens, responds, follows through, and dependably delivers on commitments. WHAT WE OFFER Work Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modern Office Setting Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. In accordance with the California Equal Pay Act, the starting hourly wage for this job is $28.8462. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in Bay Area, California. The pay scale may be different for other positions or in other locations.

Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,200 employees and offices in 24 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. For additional information please visit our website at ********************** Responsibilities Oaktree's Risk, Reporting & Analytics (RR&A) team is seeking a Vice President to lead and support portfolio construction, risk analysis, and quantitative insight for the firm's U.S. and European High Yield and Senior Loan strategies. The individual will play a central role in developing and interpreting fixed income attribution and risk models, enhancing portfolio analytics infrastructure, and partnering directly with investment teams to deliver actionable insights. This role requires deep subject matter expertise in leveraged credit markets and a strong understanding of fixed income investment analytics, reporting, and data architecture. The successful candidate will help lead cross-functional efforts across investment, data, and technology teams, and will advocate for the value of quantitative investment strategies throughout the organization. Key responsibilities include: Designing and interpreting fixed income attribution, portfolio construction, and risk models & analysis to support portfolio construction and performance analysis; Serving as the go-to resource for portfolio managers on risk, construction, and analytical questions; helping ensure seamless coordination across portfolio operations, data flows, and investment implementation processes; Translating complex quantitative models into clear insights for investment teams and senior leadership; Leading the build-out and maintenance of reporting infrastructure using SQL, Python, Power BI, and cloud-based tools; Working closely with portfolio managers across U.S. and European High Yield and Senior Loan strategies to enhance investment decision-making; Collaborating with Business Analysts and IT to improve data systems, pipelines, and automation capabilities; Supporting firmwide understanding of RR&A deliverables, data environments, and third-party data sources (e.g., FactSet, Bloomberg); and Ensuring analytical output is accurate, consistent, and aligned with Oaktree's investment philosophy. Qualifications 8+ years of experience at an asset manager, investment bank, or other financial institution focused on fixed income or credit analytics; In-depth understanding of high yield bonds, leveraged loans, and the broader leveraged credit market; Experience with fixed income attribution and portfolio risk models; familiarity with tools like FactSet, Bloomberg, and proprietary analytics platforms; Strong technical proficiency, including advanced SQL and Python, and experience building reports in Power BI; Understanding of cloud data architectures and large-scale data workflows; Experience managing cross-functional projects and communicating with stakeholders across investment and technology teams;Personal Attributes Highly analytical and intellectually curious, with a passion for markets and data. Confident communicator able to influence across investment and technology teams. Detail-oriented with strong organizational and project management skills. Collaborative and team-oriented, with the ability to mentor junior team members. Demonstrated integrity, professionalism, and commitment to Oaktree's values. A solutions-oriented mindset and passion for improving investment processes through technology. Education Bachelor's degree required; advanced degree (MFE, MS, MBA) or CFA preferred. Base Salary Range $175,000-$200,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 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. The Technology department at Oaktree Capital Management delivers secure, scalable, and innovative solutions that power the firm's global investment and business operations. Through strong partnerships across the company, we drive digital transformation, advance operational efficiency, and provide a trusted data foundation to create measurable impact for Oaktree's teams, clients, and partners . For additional information please visit our website at ********************** Summary Oaktree Capital is transforming its technology organization from traditional application development to modern product engineering - a shift that fuses AI, automation, and exceptional engineering culture to deliver institutional-grade investment platforms at scale. The Senior Vice President of Product Engineering will architect and lead this transformation. This leader will define how Oaktree builds, ships, and operates digital products - integrating AI tooling, developer experience, and cultural design (“vibe engineering”) into a unified model of excellence. This role demands a visionary engineering executive who can balance strategic clarity with hands-on technical judgment, and who understands that culture, craft, and intelligence systems must evolve together. Qualifications 15+ years in software engineering, with at least 8 years in senior leadership roles (e.g., VP, SVP, Head of Engineering). Proven experience leading enterprise-scale product engineering organizations through transformation or modernization. Financial services or fintech background are strongly preferred; experience in investment management, alternative assets, or data-intensive platforms is a plus. Track record of engineering operating model design, org structure optimization, and measurable productivity gains. Strategic thinker with ability to translate technology direction into clear execution plans. Excellent communicator and change agent who can influence C-suite and technical teams alike. High EQ and people-first leader who fosters a culture of excellence, collaboration, and continuous learning. Deep understanding of modern software architectures (microservices, APIs, cloud-native, event-driven systems). Experience with enterprise data platforms, AI/ML integration, and automation frameworks. Familiarity with DevOps, cloud (Azure preferred), and modern front/back-end ecosystems (.NET, Python, React, etc.). Success Measures Time-to-market reduction and improved product delivery velocity. Increased platform reuse and API adoption across business lines. Engineering engagement and retention metrics. Measurable business impact from AI and automation adoption. Improved system reliability, observability, and security posture. Responsibilities: Lead the transition from project-based delivery to product-centric engineering, embedding agile delivery, DevSecOps, modern SDLC practices, and data-driven decisioning. Define the next-generation product architecture and execute the firm's engineering strategy, emphasizing AI-first, modular architecture, APIs, data interoperability, and cloud-native design. Build and scale an AI-augmented engineering ecosystem, leveraging generative AI and intelligent automation to accelerate development, testing, and documentation. Design a high-performance operating model where engineering, design, and AI converge to deliver measurable business impact. Partner with the Data Science and Platform teams to develop internal AI tooling, including developer copilots, code intelligence platforms, and ML-enabled observability. Step into product leadership when needed to shape product strategy, roadmap definition, and stakeholder alignment. Act as an executive sponsor for major product initiatives, driving both the technical and strategic dimensions of delivery. Translate complex business goals into actionable product requirements and engineering plans. Lead product-market fit assessments for new internal platforms or digital capabilities. Drive the cultural and structural shift toward a “product engineering mindset” empowering teams with ownership, accountability, and measurable business impact. Establish engineering excellence standards (quality, observability, CI/CD, SRE practices, security-first design). Mentor and elevate engineering leaders; attract and retain top talent across disciplines and geographies. Reimagine talent engagement: AI-driven upskilling pathways, hack weeks, internal showcases, and recognition programs. Build a culture of experimentation and curiosity, supported by structured feedback loops and transparent metrics. Ensure reliable, secure, and timely delivery of technology initiatives across all asset classes and business units. Implement governance and metrics frameworks balancing innovation velocity with operational control. Collaborate closely with business sponsors to translate strategic priorities into technical roadmaps. Education Bachelor's or Master's degree in Computer Science, Engineering, Mathematics, Statistics, or a related technical field - or equivalent professional experience. Ongoing learning or certification in modern software engineering, product leadership, or digital transformation desirable. Base Salary Range $225,000-$250,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES: • Advise clients in accordance with the Team's agreed upon strategy • Analyze investment opportunities and client needs, and recommend appropriate strategies • Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management • Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed • Comply with all industry rules and regulations • Additional tasks as needed EDUCATION AND/OR EXPERIENCE • Minimum of bachelor's degree or comparable professional certification required • Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required •Product and state licenses must be in parallel to Financial Advisors on the Team • At least 5 year(s) of business experience and proven success in a previous career • Minimum of 5 years FINRA Registration preferred KNOWLEDGE/SKILLS • Extensive knowledge around financial industry and product knowledge • Ability to communicate effectively with co-workers and clients • Excellent written and oral communication skills • Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: • Branch Manager or Associate Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $68,000 - $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 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. For additional information please visit our website at *********************** The AVP, Technical Project Manager in Technology Strategy & Operations is a key role that oversees and coordinates various Technology initiatives and projects across the organization. This position is designed for a seasoned professional who possesses a robust blend of technical acumen, project management expertise, and business analysis capabilities. The ideal candidate will have a proven track record of successfully driving complex, cross-functional projects from inception to completion, while consistently delivering value to stakeholders. You will work closely with senior management, business stakeholders, and technical teams to ensure that the project objectives, scope, budget, timeline, quality, and risks are clearly defined and managed. You will also communicate effectively with all project participants and report on the project status, issues, and outcomes. This role is a brand ambassador not only to technology at Oaktree but to the Technology Strategy & Operations team as we continue to grow and develop our brand. The Technology Strategy & Operations mission is to function as a visible center of excellence that promotes transformation, service excellence and disciplined execution supporting our digital transformation strategy, the success of our partners and the organization. We are an ambitious team with an entrepreneurial mindset. We seek to inspire, influence and collaborate within and across teams. Responsibilities As the AVP, Technical Project Manager, you will have the following responsibilities: Project Leadership: Lead and manage multiple technical projects simultaneously, overseeing all phases from initiation through delivery and post-implementation review. Develop project plans, timelines, resource allocations, budgets, and risk management frameworks. Business Analysis: Collaborate with stakeholders to gather, analyze, and document business requirements. Translate business needs into technical specifications and solutions that add measurable value. Stakeholder Management: Build strong relationships with business and technology stakeholders at all levels. Act as the primary point of contact between business units and technical teams, ensuring clear and timely communication. Strategy Execution: Align project objectives with organizational strategy and goals. Identify opportunities for process improvement and innovation, leveraging technology to drive business growth. Risk and Issue Management: Proactively identify project risks and issues, developing mitigation strategies and contingency plans. Ensure transparent escalation and resolution of critical issues. Resource Coordination: Coordinate and lead cross-functional project teams, including internal staff, external vendors, and consultants. Facilitate effective collaboration and ensure accountability for project deliverables. Quality Assurance: Establish and enforce best practices in project management and business analysis. Monitor project progress and ensure deliverables meet quality standards and stakeholder expectations. Change Management: Develop and implement change management strategies to ensure successful adoption of new processes, systems, and technologies. Prepare and deliver training, documentation, and support as needed. Qualifications The ideal candidate will have the following qualifications: 5+ years of experience in Technology project management, and ideally supplemented with process improvement, technical business analysis, and/or product management. A high degree of professionalism, integrity, and accountability, and the ability to manage multiple priorities and competing demands. Self-starter with proven ability to manage delivery/execution of a wide range of tasks and initiatives. Ability to identify problems and provide a path for solution or escalation Proven experience developing partnerships with and successfully coordinating across various stakeholders Strong listening and verbal/written communications with ability to tailor message to audience Ability to work independently, proactively and possess a strong sense of accountability/ownership Strong familiarity with SDLC processes (e.g., Waterfall) and Agile Methodology Eagerness to learn the business and understand detailed technical requirements Ability to use desktop tools to develop presentations for senior management. Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint Well versed in Jira and Confluence. Project Management certification or successful completion of a recognized project management curriculum is preferred. Reporting and Documentation: Provide regular project status reports to senior leadership and stakeholders, highlighting achievements, challenges, risks, and next steps. Maintain comprehensive project documentation throughout the project lifecycle. Knowledge, Skills & Abilities Requires minimal supervision; models effective leadership skills; communicates effectively with other project team members. Demonstrate decisiveness in resolving business problems, making decisions and identifying priorities. Critical thinking and problem-solving skills. Strong knowledge of Project and Program Management practices, processes and tools. Works creatively and analytically in a problem-solving environment demonstrating teamwork & innovation. Strong knowledge of the IT landscape, including applications, infrastructure, security, data, and cloud technologies, and the ability to align them with business needs and objectives. Listens intently to what other people are saying, taking time to understand the points being made, asking questions when appropriate, and allowing for professional courtesy in conversations. A passion for learning, innovation, and continuous improvement, and the willingness to share knowledge and best practices with others. Builds mutual trust and encourages respect and cooperation among team members. Proven ability to demonstrate a drive for results and accountability of business needs. Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective. Interpersonal skills to influence and spur change, facilitate and enhance performance within a cross - functional environment. Detail oriented with excellent follow-through skills. Ability to prioritize, plan, and organize work and deliverables. Influential, focused, and versatile team player that is comfortable under pressure. Takes steps to preserve the high confidentiality of strategic business data. Education Bachelor's degree in computer science, information systems or related field. Financial services experience preferred but not required. Base Salary Range $130,000-$150,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 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. The Product Strategy team is a part of Oaktree's Business Development organization with responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree's strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement. For more information, visit: ********************** Responsibilities This role will be primarily aligned to Oaktree's Special Situations and Power Opportunities strategies. This individual will support these strategies at the direction and under supervision of our senior product specialists. The candidate will be expected to develop internal subject matter expertise regarding our strategies' approach, areas of focus and portfolios along with industry regulations and firm standards. Selected responsibilities include: Product Strategy Support the Product Specialist professionals in the design, creation and management of product reporting and collateral suite for internal and external consumption, including performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, insights pieces, talking points etc.) Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of Product Specialist professionals Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate Coordinate with the appropriate internal resources when information is not readily available Support of technical product/investment-related investor requests; support the completion of due diligence questionnaires in partnership with Oaktree's diligence and reporting team Alongside the Product Specialist professionals, develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others. Assist with the preparation for product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events Assume project management responsibilities related to new product launches or other initiatives Ensure all communications are fully compliant with industry regulations and firm standards Product Development Support the preparation of market research and demand assessments on current and prospective product offerings Assist Product Specialists, Capital Formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution Support the formation and oversight of separate accounts designed to achieve client needs and objectives Develop internal materials or analysis to support new product ideas Qualifications 1-2 years of relevant experience preferably in investment banking, institutional asset management, or consulting; prior client-facing experience is a plus Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment Personal Attributes Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and aspects of Oaktree's product offerings Exhibit outstanding attention to detail and exceptional organizational skills Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with limited oversight Thrive in a dynamic, high-rigor environment where responsibilities may shift daily Be highly resourceful, exercising sound judgment in responding to internal and investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution Be highly motivated to succeed and committed to supporting the success of teammates Excel in a fast-paced, demanding environment while maintaining exceptional quality standards Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency Demonstrate the ability to interact confidently with clients, investment professionals, and senior leadership Uphold the highest standards of integrity, professionalism, and dedication to excellence Embrace diversity and uphold all core values of Oaktree Education Bachelor's degree (major in Finance, Business, Economics, or related field preferred). Base Salary Range $100,000 - $120,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous relevant experience preferred Demonstrated sales and customer service experience Money handling experience Effective problem solving and communication skills Ability to work well in a team oriented environment Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40-hour work week. ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Branch Service ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Selma California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $39,520.00 - $46,810.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $19.00 - $22.50 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 25, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 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. For additional more information, visit: ********************** Responsibilities The Senior Manager will be a senior member of the team responsible for financial planning and analysis at Oaktree. Responsibilities for this role will include: • Develop corporate, department and project earnings and cash flow forecasts; • Analyze drivers of historical financial performance, including key trends that are impacting the business; • Prepare annual budgets and understand key trends in business unit resource utilization; • Play an integral role in the quarterly close process, with a focus on AUM and Fundraising reporting; • Support corporate financing activities, including preparation of materials for lenders and rating agencies; • Understand the components, drivers and evolution of Oaktree's expenses and forecast them accordingly; • Evaluate potential new business development and the associated financial ramifications; • Analyze the profitability of Oaktree's business including expense allocations, margin metrics and growth opportunities; • Support corporate financing activities, including preparation of materials for lenders and rating agencies; and • Assist in the preparation of company filings and other internal and external communication documents, including financial analyses for materials shared with Brookfield, the Board of Directors, and other key stakeholders. Qualifications • 6-8 years of corporate finance, FP&A, accounting, investment banking or consulting experience; • Experience in the financial services and/or asset management industry desired; • Outstanding analytical skills; • Building and working with complex financial models; • Basic understanding of financial statements and accounting; • Advanced Microsoft Excel knowledge with modeling skills; and • Familiarity with Workday or other financial planning and analysis software a plus. Personal Attributes • 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; • Ability to work in a fast paced environment; • Works well under pressure and with time constraints; • Outstanding organization skills with high attention-to-detail; • Team-oriented with strong integrity and professionalism; and • Must be able to handle highly confidential information and situations with professionalism and tact. Education Bachelor's degree required. A CPA or MBA a plus. Base Salary Range $125,000-$150,000 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.

**You're the brains behind our work...** You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi is looking for Summer Analysts to join the San Francisco Healthcare Investment Banking team in North America. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. **We provide you with the knowledge and skills you need to succeed...** We're committed to teaching you the ropes. The 10-week Summer Analyst Program starts in June and begins with a 1.5 week in-depth training program. While you're in the Summer Analyst role, you're eligible to participate in Citi's mentorship program, which will provide further training and guidance during and after the Program. Top performing Summer Analysts often return to Citi after graduation to work as Full Time Analysts. **Your time here will look something like this...** * Collect and analyze company information to assist transactions; including conducting industry research, revising, and organizing financial data * Analyze financial data and develop financial models including company valuations, discounted cash flow analysis, financing, and comparative analyses * Create and finalize new business development presentations * Coordinate tasks with internal and external working teams * Prepare required internal documentation e.g. control and compliance regulations. **We want to hear from you if...** * You are graduating between December 2027 and June 2028 and have a preferred GPA of 3.5 or above. **Who we think will be a great fit...** A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow. We are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: * Commitment to personal growth and career development * A strong desire to learn and succeed in team environments * Knowledge of the global or domestic business landscape is a plus, but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every project * Desire to develop a deep understanding of the financial industry * Unquestioned commitment to integrity and ethical decision-making. Annual Salary = $110,000 ------------------------------------------------------ **Job Family Group:** Management Development Programs ------------------------------------------------------ **Job Family:** Undergraduate ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Francisco California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $100,000.00 - $135,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Feb 02, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 26 cities worldwide. Oaktree's Special Situations Group invests across the capital structure in complex and event-driven opportunities. Combining expertise in credit and private equity, the strategy seeks strong risk-adjusted returns by partnering with management teams to improve operations and optimize capital structures. 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. For additional information please visit our website at ********************** Responsibilities The Administrative Assistant will support 5 senior investment professionals. Responsibilities include: * Provide comprehensive administrative support to senior investment professionals, managing complex calendars, meetings, and travel logistics. * Coordinate with executive assistants from portfolio companies to schedule Board of Directors meetings, Oaktree office visits, and other cross-firm sessions. * Oversee expense reporting and vendor invoice processing, ensuring timely, accurate, and compliant reimbursement for supported officers and senior professionals. * Work independently on special projects under management's direction, including department offsites, deal meetings, and inter-departmental initiatives. * Arrange detailed travel itineraries, including air, car, and hotel bookings. * Answer, screen, and manage phone calls, correspondence, and mail. * Meet and greet guests and ensure conference rooms are prepared for meetings. * Maintain multiple team and firm-specific databases and digital libraries through accurate data entry, reporting, and analysis. * Coordinate team and firm-wide deliverables and assist with cross-department projects. * Maintain organized filing systems and handle general administrative tasks (copying, scanning, document management). * Perform other duties and ad-hoc tasks as required to support the team's efficiency and effectiveness. Qualifications * 3-5 years of experience supporting senior executives within a fast-paced, high demand, professional services environment. * Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks. * Meticulous attention to detail and efficient approach to completing task * Proven experience with Microsoft Office products including, Word, Excel, PowerPoint and Outlook. * History managing complex databases and coordinating intricate schedules. .Personal Attributes * Confident in providing efficient and precise execution of work; * Responsible with a strong sense of pride in performance; * Possess excellent interpersonal, verbal and written communication skills; * Ability to work well under pressure and with time constraints; * Has outstanding organization skills with high attention-to-detail; and * Highly collaborative with strong integrity and professionalism. * Strong team player with the initiative to anticipate needs and develop practical solutions Education Bachelor's degree is preferred. Base Salary Range $60,000 - $100,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 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. For additional information please visit our website at *********************** The VP, Technical Project Manager (TPM), oversees vital and complex projects that involve multiple technical teams, domains, and products. As a TPM, you'll manage large-scale project execution, coordinate dependencies, and enhance team efficiency. You'll focus on problem-solving and delivering value while promoting a culture of change and continuous improvement. This role serves as a brand ambassador for Technology at Oaktree and the Technology Strategy & Programs team, which aims to support digital transformation, service excellence, and disciplined execution. We are an ambitious team with an entrepreneurial mindset and strive to inspire, influence, and collaborate within and across teams. Responsibilities The VP, Technical Project Manager, will have the following responsibilities: Lead and manage multiple projects of varying sizes and complexities, from initiation to closure, using agile, waterfall or hybrid methodologies. Collaborate with business stakeholders, sponsors, product owners, technical teams and vendors to define project scope, objectives, deliverables, dependencies, risks and success criteria. Develop and maintain detailed project plans, schedules, budgets, status reports, dashboards and other project artifacts using appropriate tools and best practices. Monitor and manage project performance, scope, quality, schedule, cost, resources, communication, risk and issue management. Facilitate project meetings, workshops, reviews, retrospectives and presentations with clear agendas, minutes and action items. Ensure timely and effective delivery of project deliverables and alignment with stakeholder expectations and organizational goals. Manage project changes, conflicts, escalations and negotiations in a proactive and constructive manner. Provide regular and transparent project updates and recommendations to senior management and key stakeholders. Manage vendor relationships, contracts, and deliverables. Contribute to the continuous improvement of hybrid project management processes, methodologies, standards and best practices within the Technology Strategy & Programs team and the organization. Amplify your impact by educating and mentoring various communities within Oaktree on program management best practices. Deliver appropriate and effective executive level communication. Determine project working format (e.g., Waterfall, Agile or Hybrid), set up and manage framework. Develop and implement change management strategies to facilitate the organization's adoption of program outcomes. Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organization. Qualifications The ideal candidate will have the following qualifications: Bachelor's degree from an accredited university. 7+ years of experience in technical program management in a dynamic and highly technical environment Proven strong track record in managing complex cross-functional projects in a cloud/SaaS environment. Financial services experience preferred but not required. At least 3 years' experience in an Agile environment with hands-on application as a Scrum Master. Ability to thrive and succeed in a dynamic environment not slowed down by ambiguity or competing priorities. Excellent communication skills with the ability to distill complex concepts into digestible pieces. Proficiency with MS Project, Excel, Visio, PowerPoint, (PowerBI at plus) and SharePoint with experience presenting to stakeholders and / or Senior Leadership. Hands-on experience with Jira and Confluence. Certifications such as PMP, CSM, CAPM, etc. are desirable. Ability to manage multiple priorities, dependencies, risks and issues in a fast-paced environment. Proven ability to align Technology programs with business strategy. Data-driven approach to program management; building tools (workflows, custom work intake processes, estimation models), collecting and analyzing data, and driving stakeholder buy-in. Excellent experience influencing without direct authority at senior levels internal and external to the engineering organization. Education Bachelor's degree from an accredited university. Base Salary Range $170,000-$200,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 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. The Technology department at Oaktree Capital Management delivers secure, scalable, and innovative solutions that power the firm's global investment and business operations. Through strong partnerships across the company, we drive digital transformation, advance operational efficiency, and provide a trusted data foundation to create measurable impact for Oaktree's teams, clients, and partners. For additional information please visit our website at *********************** Role Summary We are seeking an experienced and proactive Workday Financials Technical Product Manager to lead the team responsible for production support activities within our Workday Financials platform. This role is central to ensuring the stability, reliability, and continuous improvement of our Workday environment. The ideal candidate will combine strong technical knowledge of Workday Financials with proven leadership skills, enabling the team to deliver timely issue resolution, manage BAU requests effectively, and maintain user confidence through solution-focused communication and actions. Responsibilities Team Leadership & Oversight: Lead and mentor a team of offshore Workday developers and analysts supporting production and BAU activities. Production Support Management: Oversee resolution of user issues, incidents, and service requests with a focus on efficiency, accuracy, and minimizing business disruption. BAU Backlog Ownership: Manage intake, prioritization, and delivery of BAU work, balancing immediate user needs with long-term system improvements. Workday Configuration: Perform and oversee Workday Financials configuration tasks, including updates to business processes, security roles, reports, and other tenant-level changes. Stakeholder Engagement: Partner with Finance, Technology, and senior business leaders across global time zones to understand priorities, communicate status updates, and align BAU work with organizational goals. Process & Standards: Establish best practices for production support, including documentation, root-cause analysis, and knowledge sharing across the team. Workday Releases: Coordinate analysis, testing, and adoption of new Workday features, ensuring BAU activities incorporate release updates smoothly. Innovation & Modernization: Introduce cloud-native practices, automation, and AI-driven approaches to streamline BAU processes, reduce repetitive tasks, and improve service quality. Continuous Improvement: Identify recurring issues and proactively develop solutions to prevent reoccurrence, improving system performance and user experience. Qualifications 5-7 years of hands-on experience performing Workday Financials configuration tasks (e.g., business processes, security roles, reporting, tenant setup). Strong understanding of Workday Financials modules (e.g., General Ledger, Accounts Payable, Accounts Receivable, Expenses, Procurement). Technical proficiency in Workday integrations and reporting tools (EIBs, Core Connectors, Studio, calculated fields). Proven experience managing production support and BAU activities in Workday or similar ERP systems. Cloud-native orientation: experience working with cloud-based technologies and integration platforms. Proven track record of driving innovation, including introducing new ideas, tools, or processes that enhance efficiency. Familiarity with AI and automation technologies and their application to system support or process optimization. Cloud-native orientation: experience working with cloud-based technologies and integration platforms. Familiarity with AI and automation technologies and their application to system support or process optimization. Preferred Skills Familiarity with Azure integration technologies (Logic Apps, Functions, Data Factory, Service Bus). Experience with incident management frameworks (e.g., ITIL). Exposure to Agile delivery practices and backlog management tools (e.g., Jira, ServiceNow). Experience applying AI-enhanced monitoring, analytics, or automation in enterprise support environments. Personal Attributes Demonstrated leadership skills, with experience directing teams of developers and analysts. Excellent communication skills, with the ability to translate technical details into clear, solution-focused updates for business stakeholders. Strong organizational skills with the ability to manage competing priorities in a dynamic environment. Education Bachelor's degree in Finance, Information Systems, or related field (or equivalent experience). Base Salary Range $145,000 - $175,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,300 employees and offices in 26 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. The Diligence & Reporting team (D&R) is part of Oaktree's broader Business Development organization. The D&R team aims to be a key component to raising capital and providing best-in-class service to the Oaktree's global clientele. Team members coordinate and craft responses to fundraising and client inquiries, working closely with other verticals within Business Development as well as other departments within the firm. For additional information please visit our website at *********************** Responsibilities The D&R team is responsible for managing the coordination and submission of Request for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Oaktree clients and prospects globally. As a Proposal Writer/Due Diligence Project Manager, you will play an important role in the firm's client servicing and business development initiatives. The team collaborates with various departments across the organization to ensure that all responses are compelling, accurate and timely. You will work closely with subject matter experts to write and edit both standard and customized content, while also managing the integrity and quality of the content within the team's database. Team members thrive in both independent and collaborative settings, fostering a culture that encourages teamwork and professional growth. Additional responsibilities include: Interacting with functional areas across the company including but not limited to portfolio management, product specialists, marketing representatives, client services representatives, accounting, compliance, legal, sustainability, technology and operations in order to complete marketing requests; Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests; Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information; Participating in quality assurance reviews for peer work products; Ensuring the integrity of internally stored content databases; Identifying and executing opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and Understanding of all or a majority of Oaktree's investment strategies and their relevant operating, performance and risk metrics. Experience Required Approximately 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry; Experience responding to RFP and/or client related inquiries for firm and fund specific information; Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills; Exceptional writing skills: ability to craft thoughtful and compelling commentary; and Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences. Personal Attributes The successful candidate will have outstanding initiative and a strong work ethic; Passion for improving systems and processes; Ability to operate independently on short- and long-term goals; The candidate must be highly collaborative with excellent interpersonal skills; The ability to leverage firm wide resources in an effective and judicious manner; Strong written and verbal communication skills; ability to contribute and edit content for RFP responses; The candidate must be detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions; They will be organized and able to manage multiple projects with differing priorities to meet deadlines; The candidate will be team-oriented and must possess strong integrity and professionalism and share Oaktree's common goal of excellence; and Unwavering attention to detail. Education A Bachelor's degree is required. Base Salary $125,000 - $160,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. 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.