Oaktree
Alternative Investments
VicePresident,InvestmentServicing
“Vice President, Investment Servicing at Oaktree. Skills: Investment Servicing, Alternative Investments, Derivatives, Credit. Manage investment servicing teams. Process loan activity”
What You'll Achieve.
Processes completed timely; Deliverables completed accurately; Maximize utilization of technology; Deliver measurable process improvements
Industry & Context.
quantitative skills; problem solving skills; analytical skills
What They're Looking For.
Must Have
10-15 years in investment operations, expertise in alternative investments, Servicing Credit and Equity asset types, Servicing Syndicated Loans, Servicing Derivatives, Servicing Private Credit, Servicing Private Equity, Using SWIFT, Using corporate action sourcing systems, Working with Agent Banks, Working with Agent Notice processing, Working with Transfer Agents, Working with Custodians, bachelor’s degree required
Nice to Have
Using Geneva accounting system, Using Everest order management systems, Measurable process improvement track record
What You'll Do.
Manage investment servicing teams
Process loan activity
Reconcile loan records
Process corporate action events
Execute derivative lifecycle events
Reconcile derivative positions
Manage collateral activities
Implement straight-through-processing
Manage change initiatives
How You'll Work.
Team & Collaboration
Collaborate with Investment Operations teams; Collaborate with Fund Accounting; Inform personnel; Train personnel
Communication Scope
Excellent verbal communication skills; Excellent written communication skills
Process & Methodology
Manage change initiatives, Complete milestones timely, Raise issues, Address issues
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