Assistant Vice President – Investment Operations

Oaktree Capital Management, L.P.

Assistant Vice President managing operational activities in private investments at Oaktree. Collaborating with investment professionals and stakeholders to enhance operational efficiency.

Posted 6/29/2026full-timeLos Angeles • California, New York • 🇺🇸 United StatesLead💰 $165,000 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in private credit investment operations, including the analysis of legal documents and coordination with internal and external stakeholders. Proficient in process documentation, operational controls, and managing competing priorities in a fast-paced financial services environment.

Highest-signal resume keywords

Private Credit Investment OperationsLegal Document AnalysisProcess DocumentationMicrosoft Excel ProficiencyCross-Functional Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Private Credit Fund ConceptsCredit Agreements ReviewAnalytical SkillsOperational ProceduresProcess ImprovementInvestment MonitoringDeal Funding CoordinationAsset SetupReporting AccuracyBottleneck Analysis

Soft Skills

Problem SolvingTask ManagementCommunication

Tools & Technologies

Microsoft Office

Industry Keywords

Asset ManagementInvestment BankingFinancial ServicesCorporate Direct LendingBSL Market

About the role

Key responsibilities & impact

Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities
Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy
Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner
Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal
Assist in managing all banking, custodian and facility relationships across the credit platform
Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties
Develop a complete understanding of the roles and responsibilities, systems and processes across each internal functional group, and serve as a central point of contact between the Investment Team and the back office.
Partner with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process.
Participate in developing and documenting operational policies, procedures and controls
Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders
Support document management for private credit deals
Analyze process issues and bottlenecks to make improvements
Assist in process improvements and automation as well as the development of longer-term systemic solutions

Requirements

What you’ll need

6-8 years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company
1+ years of experience in private credit investment operations and middle-office support, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances
Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending. Extensive knowledge of BSL market is a plus.
Strong knowledge of general finance, process documentation and cross functional operations
Solid analytical skills and ability to understand and resolve complex problems
Proficient in Microsoft Office with strong working knowledge of Microsoft Excel
Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion

Benefits

Comp & perks

Discretionary bonus incentives
Comprehensive benefits package
Flexible work arrangement