Vice President, Investment and Trading Technology

Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of September 30, 2024. 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 23 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 www.oaktreecapital.com

Summary

Oaktree is looking for a Lead Business Analyst to join the Investment and Trading Technology (ITT) group. Oaktree is on a multi-year journey to enhance our technology landscape by adopting modern tools and leveraging modern solutions. This is an exceptional opportunity to help build our future state business architecture to support and expand our capabilities. This position will work closely with our Portfolio Managers, Traders, Middle Office, and Compliance team.

Responsibilities

• Establish strong working relationships with both business and technology teams to ensure seamless application support and adoption.
• Serve as the Subject Matter Expert (SME) for Trading systems and associated workflows, advising business stakeholders and development teams to enhance business processes and operational efficiencies.
• Identify, recommend, and implement process improvements across trading workflows, leveraging technology to automate manual tasks and improve efficiency across the trade lifecycle.
• Lead User Acceptance Testing (UAT) and system validation efforts, ensuring that functionality meets business requirements.
• Manage relationships with vendors, overseeing ongoing engagements and onboarding of new vendors.
• Conduct interviews, workshops, and document analysis to gather detailed business requirements and translate them into actionable plans.
• Analyze business processes, workflows, and systems to identify inefficiencies and propose solutions to enhance operational effectiveness.
• Stay current with industry trends and best practices in investmet

Qualifications

• Minimum 8-10 years of relevant experience in maintaining, implementing, or supporting an Order Management System (OMS) within the investment industry.
• Strong experience with OMS solutions such as Charles River Development, Aladdin, SimCorp, Thinkfolio, Bloomberg AIM, or Enfusion.
• Deep understanding of financial instruments, including bonds (bank loans, CLO’s, corporates), derivatives, and FX.
• In-depth knowledge of industry standards such as FIX protocol and SWIFT messaging.
• Experience writing and managing business requirements, functional specifications, use cases, and test plans.
• Proven track record of identifying opportunities for process improvements and optimizing workflows, particularly within trading and investment management functions.
• Experience with electronic trading platforms (e.g., Tradeweb, MarketAxess, TSOX, EMSX, Flextrade).
• Understanding pre, post and batch compliance.
• Experience with SQL queries or programming knowledge in Python.
• Strong analytical skills with the ability to identify inefficiencies and propose technology-driven solutions to enhance business operations.
• Excellent interpersonal and communication skills, with the ability to engage both technical teams and business stakeholders effectively.
• Strong leadership and project management skills, with the ability to manage cross-functional teams and lead discussions to drive consensus on project requirements and priorities.
• Ability to work in a fast-paced environment with a focus on meeting deadlines and delivering high-quality results.
• Ability to provide training and support to end-users, ensuring smooth transitions and effective use of new technology solutions.
• A proactive and results-driven approach to problem-solving and continuous improvement.
• Demonstrated experience working in Agile team settings.

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
• Possess intellectual curiosity to improve systems and processes
• Team-oriented with strong integrity and professionalism; and
• Must be able to handle highly confidential information and situations with professionalism and tact.

Education

Bachelor’s degree or higher in Finance, Computer Science, Engineering, Mathematics, Physics, or other related STEM subjects

Base Salary Range

$175,000-$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.