HYDERABAD · FULLTIME
Assistant Vice President, Investment Operations - Private
Oaktree
Hyderabad · onsite · Posted 4d ago
Sourced from
Undisclosed11–13 yrsfulltimeHyderabad
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Section · 01
About this role
Job Summary
Key responsibilities
Required Experience
Education
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
The Assistance Vice President will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. The candidate will work closely with investment professionals, legal and compliance, accounting and tax, technology, and reporting teams.
Key responsibilities
- 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
Required Experience
- 11-13 years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company
- 2+ 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 personal attributes
- Outstanding organization skills with extremely high attention to detail
- Outstanding initiative and a strong work ethic;
- Responsible with a strong sense of dedication;
- Excellent interpersonal, verbal and written communication skills;
- Works well under pressure and with time constraints; and
- Possesses strong integrity and professionalism.
Education
- Bachelor's degree required.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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Section · 02
Skills
AutomationDocument Managementanalytical thinkingcounselAsset ManagementclassificationCancerBankingadvertisingCommunication SkillsAlternative InvestmentsData ManagementEquityAccountingcomplianceback officefinance
Section · Company
About Oaktree Capital Management
Oaktree
Investment Banking / Venture Capital / Private Equity
1001-5000
employees
1995
31 years old
Los Angeles, California
United States
About
Oaktree Capital Management is a leader among global investment managers specializing in alternative investments.
Our competitive advantages include our experienced team of investment professionals, a global platform and a unifying investment philosophy that is complemented by a set of core business principles.
Our expertise in investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in three categories: credit, equity, and real estate. We emphasize an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes.
Industries
Investment Banking / Venture Capital / Private Equity
Employees rate it well for
Senior Management7
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