Serve as a liaison and advisor to all business, technology, data, and third-party vendors on an ongoing basis; driving strategic priorities and managing expectations in partnership with Product Management
Build and manage trusting relationships with stakeholders across functions
Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s)
o This is inclusive of adjusting communication styles and presentations to the audience need(s)
Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress
Gather, document, analyze and draw conclusions regarding complex data and information; succinctly present findings to various audiences in a consumable presentation
Be seen as a subject matter expert (SME) for the procedure, process or technology within the scope of initiative responsibilities
Setting key performance indicators to measure project performance and intended outcomes
Manage multiple highly visible initiatives with minimal oversight
Drive the end to end effort to operationalize initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines and tasks, including:
o Create and own project plan, project charter and other artifacts
o Plan and facilitate working sessions with business and technology stakeholders
o Facilitating and supporting efforts of prioritization
o Develop new processes in collaboration with business; document and deliver trainings for business as usual (BAU) team
o Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action
Effectively grow and manage direct reports both in their professional growth and in the successful delivery of their initiatives
Effectively communicate across different audiences and ability to manage up, lateral and down
Requirements
10+ years in transformation, process improvement, project management, change management, and/or business analysis experience within the financial services industry, preferably in investment management;
Experience in "Big 4" type organizations (or comparable), in consulting preferred
Track record in advisory/transformation, project management and process improvement;
Experience managing and growing direct reports;
Solid analytical skills and ability to understand and resolve complex problems;
Strong ability to quickly synthesize challenges and effectively tell a story through consumable materials
Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment
Experience in working with and reviewing large sets of data including data manipulation in logical data structures and reconciliations;
Expertise in Microsoft Excel, Word, PowerPoint, Jira/Confluence, Monday.com, and Visio.
Personal Attributes:
Relationship Building: works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best 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 upper management, clients, other departments, and 3rd party providers.
Communication: strong interpersonal, verbal, and written communication skills; ability to prepare and present complex material. Able to provide transparency in communication style to appropriate audiences.
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-so
Benefits
Vision insuranceEquity / stock options
Additional Information
Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $223billion in assets under management as of December 31, 2025. 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 26 cities worldwide.
For additional information please visit our website at www.oaktreecapital.com .