Oaktree Capital Management jobs in Los Angeles, CA

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. For additional information please visit our website at ********************** Oaktree is seeking a Senior Vice President, Digital Product Management to serve as a strategic leader responsible for advancing Oaktree Capital's investment and client platforms that enable the firm's global business development teams to win, serve, and delight clients. This role will drive the vision, strategy, and execution of integrated technology and data capabilities that enhance how Oaktree presents investment insights, manages portfolios, and delivers an exceptional client experience across public and private markets. Partnering closely with business development, investor relations, investment, and technology leaders, the SVP will ensure Oaktree's platforms are differentiated, scalable, and aligned with the firm's growth objectives. The successful candidate will combine deep product leadership experience with a strong understanding of institutional investment management, data-driven storytelling, and client engagement. This role heavily utilizes Salesforce as a key solutions platform, so strategic solutions mindset within the Salesforce ecosystem is critical. This is a high-visibility role that blends strategic direction with operational excellence-bridging the gap between investment expertise and client impact. The SVP will champion innovation in how Oaktree leverages its investment data, analytics, and digital tools to strengthen relationships and deliver superior outcomes for clients worldwide. Responsibilities This position of product manager within Information Solutions will lead efforts to maximize how Oaktree uses its proprietary and non-proprietary technology while optimizing business processes within the technology. Responsibilities include: * Create a product vision for your assigned business problems to solve, heavily leveraging Salesforce * Conduct market research, user interviews, competitive analysis, and data analysis to inform product decisions. * Collaborate closely with UX/UI designers and engineers to ensure high-quality product experience. * Track key performance indicators (KPIs) to measure success and iterate quickly. * Align your assigned business problems to solutions that drive clear outcomes * Lead investment strategy and opportunity cross-functional teams through requirements gathering, prioritization, planning, and delivery. * Collaborate with business users on how best to optimize the end-to-end business processes * Collaborate with technology on how best to optimize the technology platform for the business processes. * Develop a super user community / center of excellence for the technology platforms within the business to minimize key person risk and standardize business process and technology usage. * Act as a high-level subject matter expert of both the business processes and technical detail within the platform to improve the time to market on technology solutions. * Drive training (planning and delivery) to ensure users are maximizing the capabilities of the platform. * Facilitate QA and UAT efforts by driving test case definition to reduce the number of bugs in production. * Collaborate with the Enterprise Data team to establish and maintain governance / standards around data within the platform to improve data quality * Engage with peer firms and external providers to ensure Oaktree is keeping pace with leading practice and leveraging the most relevant capabilities of the technology platform. Required Qualifications * Minimum of 10 years of experience in finance technology implementation platforms * Strong experience in leveraging Salesforce for strategic solutions * Knowledge of Business Development and Client Relations workflows within the asset management industry * Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks * Strong background in data, operations, finance, and analytics with an ability to synthesize across domains. * Expertise in Agile product development, OKR frameworks, and platform-centric architecture. * Excellent communication, leadership, and strategic thinking skills. * A demonstrated ability to influence others at all levels in a very collaborative way * Shown ability to coordinate across large teams and gain consensus * Experience implementing workflow tools preferred * Experience in the areas of project management, financial management and change management * Experience working on developing vision or strategy, and any experience with innovation is a plus * Proficiency in Microsoft Excel, Visio, Project, PowerPoint, MS SharePoint/Teams or equivalent applications Preferred Qualifications * Experience in driving digital transformations or platform-based product strategies. * Familiarity with intelligent systems, AI/ML, and cloud-native technologies. * Prior experience building scalable, real-time platforms in data-rich environments. * Exposure to alternative asset management, high-growth enterprise environments where adaptability is essential * Experience working in a regulated financial services or alternative investments environment. Personal Attributes * Relationship Building: works effectively with diverse teams of people with multiple perspectives, talents, and backgrounds. She or he is known for doing "the right thing" irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including senior leadership, clients, other departments, and 3rd party providers. * Communication: strong interpersonal and verbal/written communication skills; ability to present complex material. * Independence & Collaboration: experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns. * Work Ethic: focus on continual development, performance, accountability, and self-motivation. * Flexibility & Organization: adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment. * Intellectual Curiosity: energized by learning new things and engaging across a wide range of issues; must have strong problem-solving skills. * Driving Results: sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; self-starter committed to achieving results and has a strong sense of ownership and follow-through. * Judgment: makes recommendations and decisions that balance a variety of factors. * Characteristics; Energized and energizing; creative; motivated; organized and pragmatic; comfortable engaging with others. Education * Bachelor's degree in business, Computer Science, or a related field. * Master's degree in business or equivalent advanced degree preferred a plus. Base Salary Range $200,000-$225,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 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, is seeking an experienced defense attorney to join its in-house legal department. This professional is a strategic partner with our Adjusting staff, researching issues in dispute and developing/calibrating appropriate legal strategies throughout the progression of the litigation process. The ideal candidate will have a solid understanding of California workers' compensation law, excellent communication, negotiation, deposition and litigation skills, and recent trial experience. ESSENTIAL RESPONSIBILITIES Performs file review upon case assignment and provides detailed analysis of legal issues. Conducts appropriate legal research and provides well-reasoned plan of action to address. Prepares pleadings, discovery devices, deposition outlines, petitions, motions, summations, trial/appellate briefs in support of defense strategy. Provides effective and timely communications, information, and legal advice to Adjusting staff on legal and factual issues. Independently prepares deposition strategy/outline to effectively interview deponent. Attends and timely reports on interview; identifies additional needs. Independently prepares and presents witnesses and evidence at trials, administrative hearings and arbitrations. Attends and timely reports on proceedings. Demonstrates professional diplomacy and discretion when communicating with the Court/Board, witnesses, opposing counsel or co-counsel. Effectively and timely negotiates settlements for optimal case outcome. Participates in Claims reviews and roundtables as appropriate. Effectively utilizes support staff consistent with departmental/company protocols and industry best practices. Actively participates in continuing education of Adjusting staff on case law updates, legal strategies and best practices. Proactively attends continuing legal education seminars or seeks other appropriate training avenues to maintain highest level of professional/technical expertise. REQUIRED QUALIFICATIONS EDUCATION/EXPERIENCE: Juris Doctorate from an accredited law school with a minimum of eight (8) years of experience litigating workers compensation cases as a member in good standing with the State Bar of California. LANGUAGE ABILITY: Able to read, analyze, and interpret complex legal documents, legal opinions, claims laws and regulations, technical claims processes and procedures, and medical reports. Able to effectively present information and respond to questions from leaders, Claims Adjusting teams, and clients. NEGOTIATION ABILITY: Seeks to find common interests around which agreement may be reached. Develops and adheres to a negotiation strategy. Offers compromises while standing firm on the important points. Is persuasive. MATH ABILITY: Able to calculate figures and amounts such as discounts, interest, proportions, rate, ratio and percent; Familiar with the time value of money and reducing future streams of payments to a present value. Familiar with the concept of statistical likelihood as the basis for calculating the value of a possible financial outcome. REASONING ABILITY: Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Able to interpret instructions furnished in written, oral, diagram or schedule form. Relies on extensive experience and judgment to plan and accomplish goals. TECHNICAL AND COMPUTER SKILLS: Strong workers' compensation law and industry knowledge complemented by claims adjusting knowledge. Solid knowledge of Microsoft Office applications and job-related proprietary software. Strives to continuously build knowledge base and technical skills. Shares expertise with others. WHAT WE OFFER Manageable Caseloads No Billable Hours Requirement Work-Life Balance/Hybrid Schedule (*subject to eligibility requirements) On-site Collaboration with Adjusting Staff; Opportunities to Train and Provide One-on-One Consultations Modernized Historical Setting in East Sacramento Free Lot 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 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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. Include a high-level description of your department or sub-department or investment fund/strategy. For additional information please visit our website at *********************** Responsibilities Oaktree is seeking an experienced Analyst or Associate to work within the U.S. High Yield Bonds Group for a 2-year program. Our philosophy and approach to high yield bond investing has not changed since our Co-Chairman, Howard Marks, and Sheldon Stone, co-founding Principal and Portfolio Manager of our U.S. High Yield Bond strategy, began working together in the early 1980s. We employ a highly disciplined, credit-intensive research approach to construct a well-diversified portfolio of performing bonds of creditworthy North American corporations. All of our efforts are concentrated in gauging credit risk and avoiding problems. The Analyst or Associate will participate in all transaction functions and portfolio management activities including: Preparing detailed financial modeling; Performing quantitative and qualitative analysis; Developing and maintaining business and industry due diligence; Recommending suitable trades and monitoring positions. Qualifications 1-3 years of experience as an analyst with a top investment bank within restructuring, leverage finance or related program. Outstanding financial modeling and analytical skills. Demonstrated competency in financial statement analysis, business valuation, accounting and finance. Experience analyzing fixed income a plus, but not required Personal Attributes Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents and backgrounds. Ability to elicit cooperation from and gain the confidence of a wide variety of participants including upper management, other departments and third-party service providers. Communication; strong interpersonal and verbal/written communication skills. Independence & Collaboration; proficient at working both independently and in a team-oriented, collaborative environment; able to drive work effectively with limited supervision (at times) with high attention-to-detail. Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing demands; able to effectively prioritize, execute tasks, and thrive in a high-pressure, fast-paced environment. Driving Results; drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through. Intellectual Curiosity; must have strong problem solving skills; adept at conducting research; displays a technical aptitude. Education Bachelor's degree required. 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. Base Salary Range Analyst: $110,000 Associate: $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.

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.

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 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.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. As a member of the Field Service organization within Wealth Management, the Training Specialist is also an extension of the market and regional teams that they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms. Key Responsibilities: * Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned * Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients * Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption * Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience * Serve as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms * Assist with new hire onboarding, ensuring seamless transitions into the firm * Collaborate with key business partners across the firm to assist markets with additional platform support needs * Regularly track key metrics and key performance indicators to remain focused on delivering results * Share success stories with peers to drive a culture of collaboration and maximize impact Education and/or Experience: * Minimum of 5 years' work experience in a field relevant to the position * Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing * College degree preferred Knowledge and Skills Required: * Proven leadership and coaching abilities * Technically proficient and quick learner of new platforms and changes * Expert knowledge of basic personal computer, MS Office and internet applications * Advanced knowledge of Wealth Management industry * Excellent written and verbal communication skills to convey complex information effectively * Ability to adapt communication style to suit different audiences and learning styles * Exceptional organizational and time management skills to effectively manage schedules * Ability to analyze data to identify opportunities and drive results * Open to feedback and flexible to adjust approach based on feedback and evolving needs * Ability to manage relationships, motivate and lead groups of people at various levels * Team player, with the ability to also work independently * Knowledge of adult learning principles a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $125,000 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).

The Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND/OR EXPERIENCE * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management KNOWLEDGE AND SKILLS * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals 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 $120,000 - $165,000 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).

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.

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).

Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly advance servicing, project funding, workflow management, and quality control. The team member will be accountable and responsible for operational oversight of servicing transactions of the business division being supported to ensure all internal and external requirements are met. Citi Community Capital (CCC) provides a suite of financial products to help affordable housing developers construct, rehabilitate, refinance, and acquire affordable multifamily housing across the country. Committed to the communities we serve, CCC finances both straightforward and highly structured transactions for non-profit and for-profit affordable housing developers, Community Development Financial Institutions, and state and local government agencies. Job Responsibilities: - Manage and service an active portfolio of multifamily rental construction transactions (e.g., loans, bonds, and letters of credit). - Strong understanding of deal structure, economic terms of transactions, and manage high-volume workflow. - Work closely with clients, governmental agencies, fiscal agents, and other external parties on monthly deal disbursement and approval process. - Coordinate various actions internally with Asset Managers, Construction Management, Risk, and Operations. - Review disbursement requests, inspection reports, title updates and managing flow of funds mechanics to meet specific funding deadlines - Review deal summaries, legal documents, and construction budget to ensure the risk profile and deal structure are accurate and consistent across all systems and tracking tools. - Monitor ongoing updates to the portfolio, including participating in extensions, modifications, and other deal events. - Handle data requests from internal teams as well as from regulators, clients, and other third parties. - Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. - Aid in the design and implementation of technology including testing and rollout. - Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations. - Participate in projects to enhance performance and efficiency. - Appropriately assess risk when business decisions are made, demonstrating 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 - 1-2 years of experience servicing affordable multifamily loans, knowledge of commercial real estate legal documentation and construction budget are a plus. - Individual must possess excellent communication, multitasking, and interpersonal skills to build and maintain strong customer relationships. - Energetic individual who shows initiatives, a team player, a quick learner with ability to work with minimal direct supervision. - Ease with learning new systems/applications required has quantitative skills with a high proficiency with Excel and other Microsoft based programs. - Individual must work well under tight deadlines, manage high-volume pipeline, able to prioritize, and complete assigned tasks with minimal management follow up. - Tableau or visualization tool familiarity - Experience with Loan IQ, Built, transaction capture tools, etc. - Developed analytical and problem-solving abilities. - Internal and external client relationship and solution skills - Ability to work in an environment where priorities are frequently changing Education: - Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Transaction Capture Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Los Angeles California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $74,390.00 - $103,810.00 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:** Oct 06, 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.

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

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. + Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. + Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. + Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives + Advise customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. + Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to support and grow our customers. + Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. + Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. + Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. + Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. + Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals + 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: + 2-5 years relevant experience + 3+ years previous mortgage sales experience required + Residential Mortgage experience required + Established book of business + Proven product sales capability is required. + FHA/VA & conventional loan experience is preferred + The ability to comprehend and explain financial calculations and pricing alternatives. + The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. + Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. + Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending products and overall mortgage industry. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Consumer Product Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Long Beach California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $60,000.00 - $175,000.00 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:** Oct 23, 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.

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 Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: * Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. * Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. * Conduct sophisticated economic and financial market analyses. * Analyze economic trends/activities and advise the effects on the investors' portfolios * Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios. * Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation. * Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base. * 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: * 6-10 years of experience * NYSE Series 7 and 66 licenses and additional licensing as needed * Proficient in software applications (ex. Microsoft Word, Excel. * Knowledge of Bloomberg a definite asset * Ability to communicate with co-workers and clients. * Excellent written and communication skills. * Strong financial background Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Financial Planning Services * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Francisco California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $70,000.00 - $200,000.00 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: Oct 31, 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.

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.