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VP

Vice President, Regional Head of Treasury Operations

Oaktree Capital Management, L.P.·Posted 1 month ago

Location

All India

Experience

15–19 years

Required Skills

Treasury OperationsPaymentsSWIFTTMSWorkdayProcess ImprovementLeadership SkillsProblem SolvingAnalytical SkillsStandard Settlement Instructions SSIsBank Account ManagementOnline Banking AdministrationCapital ActivityReportingGeneva platformsVerbalWritten CommunicationQuantitative SkillsTechnological SkillsEqual Opportunity Employment Policy

About the Role

As a leader among global investment managers specializing in alternative investments, you will be joining Oaktree, a firm with $202 billion in assets under management as of December 31, 2024. Oaktree emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. With over 1200 employees and offices in 23 cities worldwide, Oaktree is committed to fostering a collaborative, curious, inclusive environment that honors diversity of thought. Training and career development opportunities, as well as strong support for local communities through philanthropic initiatives, are essential to Oaktree's culture.

Scope And Responsibilities: - Manage Fund Treasury daily operations and activities including Payments, Standard Settlement Instructions (SSIs), Bank Account Management, and Online Banking Administration. - Lead functional teams responsible for Fund Treasury activities, ensuring processes and deliverables meet defined success criteria and are consistently completed timely and accurately using KPIs. - Oversee daily approval tasks related to payments, payment templates, bank account requests, and account data validation across various platforms.

  • • Provide transparency on operational activities and status updates through dashboard reporting tools and consistent communication.

  • • Monitor SLAs across functional processes, identify trends, and highlight areas for improvement.

  • • Collaborate with teams across the CFO Finance organization to identify opportunities and deliver measurable process improvements.

  • • Lead transformation projects and technology-enabled initiatives, presenting ROI and efficiencies.

  • • Provide leadership and guidance to the Treasury team, fostering employee participation, teamwork, and communication.
  • Experience Required: - 15 years of experience in Treasury and/or Cash Management Operations.

  • • Investment management or global financial services experience preferred.

  • • Experience with various financial institutions, industry utilities, communication protocols, and platforms such as SWIFT, TMS, Workday, and Geneva.

  • • Demonstrated track record of measurable process improvement.
  • Personal Attributes: - Excellent verbal and written communication skills.

  • • Strong leadership skills to motivate, develop, and maximize productivity.

  • • Exceptional organizational skills to manage multiple workstreams and projects simultaneously.

  • • Strong quantitative, problem-solving, and analytical skills.

  • • Technologically proficient, flexible, team-oriented, with strong integrity and professionalism.
  • Education: - A bachelor's degree is required.

    Equal Opportunity Employment Policy: Oaktree is committed to diversity and equal opportunity employment, making decisions without regard to various factors. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members can report violations or suspected violations of this policy to the head of their department or Human Resources.

    For positions based in Los Angeles:
    The firm will consider qualified applicants with a criminal history in a manner consistent with applicable laws.

    This detailed job description provides insight into the responsibilities, qualifications, and company policies that you would encounter in the role at Oaktree. As a leader among global investment managers specializing in alternative investments, you will be joining Oaktree, a firm with $202 billion in assets under management as of December 31, 2024. Oaktree emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. With over 1200 employees and offices in 23 cities worldwide, Oaktree is committed to fostering a collaborative, curious, inclusive environment that honors diversity of thought. Training and career development opportunities, as well as strong support for local communities through philanthropic initiatives, are essential to Oaktree's culture.

    Scope And Responsibilities:

  • • Manage Fund Treasury daily operations and activities including Payments, Standard Settlement Instructions (SSIs), Bank Account Management, and Online Banking Administration.

  • • Lead functional teams responsible for Fund Treasury activities, ensuring processes and deliverables meet defined success criteria and are consistently completed timely and accurately using KPIs.

  • • Oversee daily approval tasks related to payments, payment templates, bank account requests, and account data validation across various platforms.

  • • Provide transparency on operational activities and status updates through dashboard reporting tools and consistent communication.

  • • Monitor SLAs across functional processes, identify trends, and highlight areas for improvement.

  • • Collaborate with teams across the CFO Finance organization to identify opportunities and deliver measurable process improvements.

  • • Lead transformation projects
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