Oaktree Capital Management jobs

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. 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, has an immediate opening for a Client Services Account Manager in our San Diego office. This individual manages a book of business of workers compensation policyholders while supporting new business growth through active participation in Client Services activities. Services existing accounts of all premium sizes, manages onboarding of new business for assigned accounts, and provides ongoing consultative account management services while maintaining documentation of all policyholder/broker activities in Company databases. ESSENTIAL RESPONSIBILITIES Conducts prospect meetings with prospective policyholders and brokers and conducts onboarding meetings with assigned new policyholders and brokers upon policy issuance. Conducts claim reviews, stewardship meetings, and pre-renewal meetings with policyholders and brokers for each assigned account. Attends agency visits, meetings, and events with the Marketing and/or Underwriting teams. Develops and provides training to company staff relating to Client Services, such as development and maintenance of Plans of Action. Conducts mock claim reviews with new Claims Professionals. Maintains accurate account information in Salesforce. Effectively utilizes Salesforce to service new business and renewals, and manage account assignments. Develops and fosters strong working relationships with policyholders and brokers, providing timely and consistent communication regarding claim or service updates. Develops and maintains strong knowledge of company products and programs. Successfully resolves customer service issues and timely responds to inquiries. Acts as a liaison between policyholders/brokers and company staff and routinely follows up with all parties to ensure resolution. Utilizes monitoring tools to ensure continued compliance. Collaborates with Claims, Underwriting, and Marketing teams to access account retention, troubleshoot issues, and address service needs. Actively participates in Client Services team meetings, sharing ideas to drive continual improvement. Stays abreast of insurance industry changes and internal service team changes, and proactively shares knowledge with peers and internal partners. Proactively communicates any problems or issues that may adversely impact a policyholder or the company directly to the Client Services Manager and/or Director of Client Services. Ensures work is performed in accordance with company standards and supervisory direction. NEEDED QUALIFICATIONS Education: Bachelor's degree from an accredited four-year college or university. Experience: Minimum of 3 years of prior experience in workers compensation claim handling required. Minimum of 1 year of prior experience in client service preferred. Technical Skills: Strong workers compensation industry knowledge required, to include knowledge of workers compensation claim handling/adjusting. Computer Skills: To perform this job successfully, an individual must demonstrate basic technical competencies in the use of computers, standard business applications (e.g., Laserfiche), and Microsoft Office/365 applications, and be able to master and become proficient in proprietary and vendor software programs. Must possess and maintain valid United States driver's license in good standing. Occasional travel to corporate offices and client sites is required. Travel requires the use of various forms of transportation, including, but not limited to, automobile, plane or train. DESIRED COMPETENCIES Communication: Ability to effectively communicate with clients, brokers, and company staff regarding a wide range of issues. Ability to adjust communication style to fit the audience. Listens actively and asks questions to gain clarification when needed. Written communication is well organized, clearly expresses key points, and demonstrates knowledge of the topic. Composure/Conflict Management: Remains composed in the face of potentially ambiguous, stressful, or conflicting circumstances. Reacts to negative emotions with respect, positivity, and a genuine desire to resolve the situation effectively. Seeks win-win solutions whenever possible, ensuring that the needs and desires of policyholders are being addressed while also advocating for the company. Organizing and Planning: Effectively manages multiple tasks, prioritizing those that are most critical and/or time sensitive, reassessing priorities throughout the day. Effectively utilizes internal tools and resources to stay on track of tasks and commitments. Presentation Skills: Effectively and confidently delivers training to company staff. Exhibits adequate presentation skills and engages the audience through interactive discussions. Problem Solving & Decision Making: Remains objective, diplomatic, and solution-focused when addressing concerns or issues from policyholders and brokers. Asks clarifying questions and is able to isolate problems and generate acceptable solutions. Identifies key decisions within own authority and collaboratively involves others in the decision-making process when appropriate. Relationship Building: Genuinely enjoys people and likes to work with others. Is responsive and capable of being persuasive and motivating others. Shows an understanding of the importance of maintaining strong relationships with policyholders, brokers, and company staff. WHAT WE OFFER Work-Life Balance Hybrid Schedule (up to 2 days WFH upon eligibility) Modern Office Setting Free On-Site Fitness Facility Free On-Site Garage Parking BENEFITS 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.

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. Investment Operations at Oaktree Capital Management is a middle office team focused on private investments that seeks to serve as the central hub for the public/private investment lifecycle. The team maintains strong partnerships with internal and external stakeholders, and enhances operational efficiency through unified systems, standardized procedures, and clear escalation paths. For additional information please visit our website at *********************** More information about our summer development program can be found here. Applications will be open through December 12, 2025, and candidates can submit a maximum of three applications. Please note, we are currently unable to provide sponsorship for our summer internship positions. This includes STEM OTP, H1-B, and other employment-based immigration cases. Participation in our summer program does not guarantee future employment. Program Overview Oaktree is seeking a summer intern with a 2027 or 2028 expected graduation date to spend 10-weeks within our Investment Operations group. The responsibilities will include: Participate in a 10-week internship program; Understand general departmental data extraction and modeling - planning and design. Understanding the menu of work that Information Solutions Team is responsible for, within Oaktree. Understand the data and technology architecture at Oaktree Meet other interns and build relationships across the organization Qualifications Strong analytical and quantitative skills; Strong technical/programming skills, including Python, SQL and familiarity with databases, and exposure to AI Fluency in core Python libraries, and exposure to AI/ML packages as applied to finance Academic background in engineering, computer science, mathematics, or another hard science discipline Understanding of finance and economics, with knowledge of private financial markets highly desirable Experience with data analysis Fluency in Microsoft Excel 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; 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 Currently pursuing a Bachelor's degree with a high GPA from a university or college. Typically hard science and engineering undergraduates, Masters in Financial Engineering/ Operations Research/ Financial Mathematics, etc. or someone in a Finance program with strong programming and data skills. Summer Stipend: $36/hour 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 1200 employees and offices in 24 cities worldwide. The strategy specializes in debt-driven opportunities across the Real Estate group's six areas of investment focus (commercial real estate, corporate real estate, structure finance, commercial NPLs, residential real estate and non-U.S. real estate), and pursues a wide range of investments, including CMBS, commercial and residential mortgages, mezzanine loans, and corporate debt. More information about our summer development program can be found here. For additional information please visit our website at *********************** Applications will be open through December 12, 2025, and candidates can submit a maximum of three applications. Please note, we are currently unable to provide sponsorship for our summer internship positions. This includes STEM OTP, H1-B, and other employment-based immigration cases. Participation in our summer program does not guarantee future employment. Responsibilities Oaktree is seeking a 2028 undergraduate to spend 10 weeks within the Real Estate Debt team. Summer Interns will have the opportunity to participate in a wide range of real estate transactions for Oaktree's Real Estate strategies. This summer program will be based in Oaktree's downtown Los Angeles headquarters. Typical investment opportunities include: New loan originations across all CRE product types; Acquisitions of legacy loans, CMBS and other forms of public and private debt; Restructurings; Recapitalizations. The Interns will participate in a formal modeling and valuation training curriculum in addition to real estate investing trainings. Throughout the summer, Interns will shadow Analyst and Associate team members in the group with primary responsibilities to include: Financial analysis and modeling; Market research; Competitive analysis; Development of investment committee memoranda; Assistance in the due diligence and execution of transactions; Drafting of memoranda for internal and external use. Qualifications Outstanding financial modeling, analytical and presentation skills; Competency in financial statement analysis, business valuation, accounting and finance; Prior internship in financial services strongly preferred. Personal Attributes Outstanding initiative and strong work ethic; Demonstrate non-linear thinking; Excellent written, verbal and interpersonal communication skills; Ability to prioritize and manage multiple competing tasks; Collaborative, team-oriented with strong sense of integrity and professionalism. Education Currently pursuing a Bachelor's degree from a top university or college. Summer Stipend $43/hour 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.

Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities Berkshire Hathaway GUARD Insurance Companies is seeking a Trucking Claims Specialist to join our P&C Claims Casualty team. This role will report to the AVP of Claims and is responsible for investigating and resolving commercial auto liability and physical damage claims, with a focus on trucking exposures. The ideal candidate will bring strong analytical skills, sound judgment, and a commitment to delivering high-quality claims service. Key Responsibilities Investigate and resolve commercial auto liability and physical damage claims involving trucking exposures. Review and interpret policy language to determine coverage and consult with coverage counsel when needed. Manage a caseload of moderate to high complexity and exposure, applying effective resolution strategies. Communicate with insureds, claimants, attorneys, body shops, and law enforcement to gather relevant information. Collaborate with defense counsel and vendors to support litigation strategy and recovery efforts. Ensure claims are handled accurately, efficiently, and in alignment with service and regulatory standards. Participate in file reviews, team meetings, and ongoing training to support continuous learning. Salary Range $95,000.00-$145,000.00 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. Qualifications Minimum of 3 years of trucking industry experience. Experience with bodily injury and/or cargo exposures. Familiarity with trucking operations, FMCSA/DOT regulations, and multi-jurisdictional claims practices. Strong analytical and negotiation skills, with the ability to manage multiple priorities. Proven ability to manage sensitive and high-stakes situations with accuracy and professionalism. Possession of applicable state adjuster licenses. Juris Doctor (JD) preferred; alternatively, a bachelor's degree or equivalent experience in insurance, risk management, or a related field.

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.

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not articulated or clearly expressed by the client. + Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help clients achieve broad financial/investment goals related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. + Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility with clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. + Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. + Ensure strong controls and effective operational and administrative services. + Set an example of behaviour to all staff. + Partner with colleagues across the Citi network to leverage capabilities and share expertise. + Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. + Ensure clients are presented with seamless execution of internal processes and Citigroup services. + Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. + Persevere in delivering what is promised, even when obstacles arise. + Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. + Understand the broad array of products and services under the Citi umbrella. + Apply an in-depth level of knowledge in key investment and financing products. + Develop expertise to identify business opportunities and address the unique needs of specific client segments. + Keep abreast of financial industry developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. + Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues + 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:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Private Banker ------------------------------------------------------ **Time Type:** ------------------------------------------------------ **Primary Location:** Palo Alto California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 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:** Sep 17, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Berkshire Hathaway Homestate Companies is looking for a workers' compensation Claims Assistant to work in tangent with our Claims Professionals to ensure administration of benefits due injured workers is timely and accurate. This individual will engage in on-the-job training, demonstrating the ability to apply regulations governing the administration process and adherence to Company guidelines, and escalating issues, approval needs, and questions timely to management. ESSENTIAL RESPONSIBILITIES Coordinates service of required documentation to appropriate parties on litigated claims: prepares index of documentation; assists with cover letter as necessary; ensures appropriate documentation is included in package and any necessary redaction is completed; and, verifies service completion. Reviews and prioritizes daily diary instructions (e.g., payments, regulatory notices, etc.). Generates new claim set-up notifications/correspondence for incoming claims. Secures wage information as needed. Assists with scheduling medical evaluations as needed and obtains updates on disability status post-appointment. Schedules vendors when necessary for transportation, translation, and subpoena services. Submits internal service requests with required documentation as necessary (e.g., check pull/voids, stop payment requests, etc.). Completes other ancillary services as needed, including coverage of reception desk. REQUIRED QUALIFICATIONS EDUCATION: High School Diploma or HS Equivalency credential (GED or HiSET) required. COMPUTER SKILLS: Proficient in Microsoft Office Suite of applications (WORD, Excel in particular) and ability to be proficient on applicable databases, systems, and vendor software programs. High level attention to detail. Able to manage multiple priorities while fulfilling commitments. Effectively manages time to accomplish work. Dedicated to meeting needs of others in the organization. Responds timely to requests for service and assistance. WHAT WE OFFER Modernized Historical Setting in East Sacramento Free Lot Parking 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 US With 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 $ 22.5962 . 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 Sacramento, 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 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.

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.

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 1200 employees and offices in 24 cities worldwide. The U.S. Senior Loan strategy invests in broadly-syndicated, senior-secured loans or other senior, non-investment-grade debt. In most instances, the instruments we target constitute the most senior component in the borrower's capital structure. The strategy's focus is on U.S. dollar-denominated loans secured by first-priority liens in performing companies primarily within the U.S. Though it is less common, we may also invest in second lien loans, non-dollar-denominated loans, and secured or unsecured bonds, where we believe the value of the underlying business comfortably exceeds the value of our claim in a downside scenario. For additional information please visit our website at *********************** More information about our summer development program can be found here. Applications will be open through December 12, 2025, and candidates can submit a maximum of three applications. Please note, we are currently unable to provide sponsorship for our summer internship positions. This includes STEM OTP, H1-B, and other employment-based immigration cases. Participation in our summer program does not guarantee future employment. The Role Oaktree is seeking a summer intern with a 2028 expected graduation date to join the U.S. Senior Loans team. The Intern will focus on transaction functions and portfolio management activities, while being part of our international internship program. As part of this program the Intern will have contact with senior leaders and opportunities to participate in events in and outside of the Oaktree office. Responsibilities include: Assisting the team in preparing detailed financial models Aiding in performing quantitative and qualitative analysis Developing and maintaining business and industry due diligence Assisting in conducting deal structuring, legal documentation, negotiations and post-closing deal monitoring Qualifications Knowledge of financial modeling Exceptional analytical skills Strong capabilities in Excel Personal Attributes Self-motivated with strong attention to detail and excellent work ethic. Outstanding initiative and a self-starter. Excellent written, verbal, and interpersonal communication skills Team-oriented and collaborative and must possess strong integrity and professionalism Education Currently pursuing a Bachelor's degree with a high GPA from a university or college. Summer Stipend $43/hour 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 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.

Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: * Work with senior and junior members of MSDL to conduct due diligence on new opportunities * Perform in-depth sector and company research and detailed financial modeling * Prepare credit investment memoranda * Assist with the negotiation of term sheets, commitment letters and credit documentation * Monitor portfolio company results as well assist with add-on financings and amendments * Bachelor's Degree * Strong academic record and job performance * Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred * Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models * Strong written and verbal presentation skills * Ability to work effectively on multiple projects in a fast-paced environment 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 $110,000 - $225,000 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 Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings 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).

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.

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. * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Branch Service * ----------------------------------------------------- Time Type: Part time * ----------------------------------------------------- Primary Location: San Francisco California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $41,600.00 - $51,960.00 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: $20.00 - $24.98 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 15, 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 1200 employees and offices in 24 cities worldwide. For additional information please visit our website at *********************** More information about our summer development program can be found here. Applications will be open through December 12, 2025, and candidates can submit a maximum of three applications. Please note, we are currently unable to provide sponsorship for our summer internship positions. This includes STEM OTP, H1-B, and other employment-based immigration cases. Participation in our summer program does not guarantee future employment. The Role Oaktree is seeking a summer intern with a 2027 or 2028 expected graduation date to spend 10-weeks within our Risk, Reporting, and Analytics team. Responsibilities include: Participate in a 10-week internship program; Architect and formalize tools and code to analyze datasets using SQL, Python etc. to develop investment insights; Understand general departmental data extraction and modeling - planning and design; Understanding the menu of work that the Portfolio Analytics & Reporting sub-team is responsible for; Understand the data and technology architecture at Oaktree; Meet other interns and build relationships across the organization; Qualifications: Outstanding analytical skills; Strong technical/ programming skills, incl. intermediate/ advanced Python, SQL, and some familiarity with databases; Ideally majoring in engineering or a hard science; Statistical and modeling skills; Knowledge of big data methods, finance applications, etc.; Fluency in basic Python libraries, as well as more scientifically oriented ones; Familiarity with AI/ ML packages as applied to finance a plus; Familiarity with MS Fabric for developing data pipelines, dataflows, Lakehouse, and data warehouse solutions a plus; Some understanding of finance and economics; Familiarity with private financial markets highly desirable. 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; 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 Currently pursuing a Bachelor's degree with a high GPA from a university or college. Summer Stipend $36/hour 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 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.

**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. Our Banking division, is looking for Summer Associates to join the Investment Banking team in NAM. 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. **Your time here will look something like this:** + Conduct industry analysis and research to intelligently advise corporate clients + Handle multiple banking projects while managing time and expectations + Develop new business presentations **We provide you with knowledge and skills you need to succeed.** We're committed to teaching you the ropes. The 10-week program starts in June and begins with a 1-week intensive training program. You will also be able to meet and network with Citi professionals from all parts of the bank through Citi's formal mentor program and Summer Associate events, both of which are great opportunities to hear people's experiences and learn more about the firm. Once you complete the program, you will be eligible for a full-time offer. **We want to hear from you if:** + You are pursuing an MBA from a top academic institution in the U.S. + You have relevant work experience **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 success 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 **Application Instructions** : Candidates must apply through Citi's online application system in addition to the application process specific by your school. Please apply on Citi's website using the following parameters: Category: Investment Banking Job Type: University Programs Region: North America City: San Francisco ------------------------------------------------------ **Job Family Group:** Institutional Banking ------------------------------------------------------ **Job Family:** Investment Banking ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Francisco California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $150,000.00 - $180,000.00 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:** Jan 05, 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.