Qureos Mentor

Oaktree Capital Management

<div>Oaktree is a leader among global investment managers specializing in alternative investments, with $202 billion in assets under management as of December 31, 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.
Scope and Responsibilities
This position will be responsible for Fund Treasury daily operations and activities including Payments, Standard Settlement Instructions (SSIs), Bank Account Management, Online Banking Administration including access entitlements, Capital Activity and Reporting.<ul><li>
Manage functional teams responsible for Fund Treasury activities ensuring processes and deliverables have well defined success criteria and are consistently completed timely and accurately using KPIs to monitor volume, measure quality, and balance workloads</li><li>
Manage daily approval related tasks which can include but not limited to: payments, payment templates, bank account requests and account data validation across various platforms</li><li>
Create transparency on operational activities and status updates on daily operational requests through dashboard reporting tools and consistent communication</li><li>
Monitor SLAs across functional processes and identify trends to highlight areas of success and/or opportunities for improvements</li><li>
Ensure timely escalation management across daily activities while actively reaching out to banking partners clearly communicating issues and resolution needed</li><li>
Collaborate with teams across the CFO Finance organization including Fund Accounting, Investment Operations and Corporate teams to identify opportunities and deliver measurable process improvements</li><li>
Lead transformation projects including technology-enabled initiatives while clearly presenting ROI and efficiencies</li><li>
Manage change initiatives closely ensuring milestones are completed timely, teams are informed, issues are raised and addressed while mitigating implementation risk</li><li>
Provide leadership and guidance to Treasury team fostering an environment that encourages employee participation, teamwork and communication</li></ul>
Experience Required<ul><li>
15+ years of experience in Treasury and/or Cash Management Operations</li><li>
Investment management or global financial services experience preferred</li><li>
Experience with various financial institutions including investment banks, custodians and prime brokers</li><li>
Using industry utilities and communication protocols such as SWIFT</li><li>
Experience with a TMS, Workday, Geneva platforms preferred</li><li>
Measurable process improvement track record</li></ul>
Personal Attributes<ul><li>
Excellent verbal and written communication skills</li><li>
Strong leadership skills to motivate, develop, and maximize productivity of others</li><li>
Extremely organized and able to manage multiple workstreams and projects simultaneously while addressing escalated issues</li><li>
Strong quantitative, problem solving, and analytical skills</li><li>
Strong technological skills</li><li>
Flexible and team-oriented with strong integrity and professionalism</li></ul>
Education
A bachelor&rsquo;s degree is required. 
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.</div>

Vice President, Regional Head of Treasury Operations

<div>Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 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 Oaktree&rsquo;s website at http://www.oaktreecapital.com/
Scope and Responsibilities
As Oaktree expands its management of Collateralized Loan Obligations (CLOs), we are seeking an individual to fulfill a middle office function to support the growth in our European CLO business. Responsibilities will include:<div><ul><li> 
Daily monitoring/reconciliation of compliance testing;</li><li>Preparation of hypothetical test scenarios;</li><li>Assisting in the monthly reporting process; including updating models, liaising with trustee on data/cash reconciliations and agreeing reports for release to investors;</li><li>Working with internal groups such as Fund Accounting, Trade Support and Data Management throughout monitoring and reporting process to ensure accurate/timely deliverables;</li><li>Understanding the CLO documents and outlining necessary compliance parameters;</li><li>Testing internal compliance models for new/refinanced CLO transactions;</li><li>Working with internal IT teams to develop improved processes and efficiency gains; and</li><li>Ad hoc research and data requests</li></ul></div>
Experience Required<ul><li>2+ years&rsquo; experience in compliance, middle office, and/or monitoring capacity in Financial Services</li><li>Experience in reconciliation and/or trade settlements preferred</li><li>Experience with Bloomberg, WSO/CDO Suite, Sky Road, S&amp;P and Moody&rsquo;s is highly desirable, but not necessary</li></ul>
Personal Attributes<div><ul><li> 
The successful candidate will have outstanding initiative and a strong work ethic;</li><li>The candidate must be detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions;</li><li>The candidate must have excellent interpersonal skills with the ability to leverage firm-wide resources in an effective and judicious manner;</li><li>The candidate will be team-oriented and must possess strong integrity and professionalism and share Oaktree&rsquo;s common goal of excellence; and</li><li>The candidate will have a passion for improving systems and processes.</li></ul></div>
Education<ul><li>
Bachelor&rsquo;s degree is required, preferred in Accounting or Finance</li></ul>
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.
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.</div>

Analyst, CLO Middle Office

<div>Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 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 Oaktree&rsquo;s website at http://www.oaktreecapital.com/
Responsibilities
The Assistant Vice President will operate as the regional payroll team lead in APAC, ensuring timely accurate payroll processing and compliance with regulations. Current jurisdictions include India, Australia, China, Hong Kong, Japan, Singapore, and South Korea. This position will partner closely with the global comp operations team and Oaktree&rsquo;s external service providers, as well as other cross-functional stakeholders in HR, tax, accounting, IT, and legal.
Responsibilities include:<ul><li>
Leading the APAC payroll function including managing the end-to-end payroll process for assigned locations, providing back-up coverage for payrolls in other regions as needed, and leading new payroll implementations;</li><li>
Overseeing the day-to-day team activities and development for the payroll team members and vendor consultants based in APAC, coaching as needed;</li><li>
Reviewing and/or preparing periodic financial reports for internal and external stakeholders;</li><li>
Overseeing roll forward/preparation of payroll communications and control logs for the APAC region;</li><li>
Proactively leading and project managing process improvement and system update efforts;</li><li>
Managing vendor relationships and first point of contact for escalation;</li><li>
Partnering with Tax, HR, and external tax advisors on global mobility and short-term business traveler policies and requests;</li><li>
Ensuring SOX compliance and reviewing audit documents prior to submission;</li><li>
Ensuring compliance with local and national laws;</li><li>
Maintaining strong relationships with internal and external stakeholders;</li><li>
Oversight of regional employment verification requests; and</li><li>
Facilitating periodic review and revisions of standard operating procedures.</li></ul>
Qualifications<ul><li>
Minimum ten years of multi-company payroll administration within a professional firm;</li><li>
Experience with Workday preferred;</li><li>
Experience with ADP Celergo a plus;</li><li>
Proven ability to manage people and tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks; and</li><li>
Strong working knowledge of Microsoft Office applications, including Excel and Word.</li></ul>
Personal Attributes<ul><li>
Strong leadership skills and initiative;</li><li>
Excellent interpersonal, verbal and written communication skills;</li><li>
Outstanding organizational skills with a high attention-to-detail;</li><li>
Strong analytical skills;</li><li>
Works well under pressure and with time constraints;</li><li>
Flexible and team-oriented with strong integrity and professionalism; and</li><li>
Able to handle highly confidential situations with professionalism and tact.</li></ul>
Education
Bachelor&rsquo;s degree or equivalent experience is required.
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. 
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.</div>

Assistant Vice President, Compensation Operations

<div>Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. 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 1400 employees and offices in 24 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
Responsibilities
Based in Hyderabad, the Associate/Senior Associate will assist the Compliance Testing and Enterprise Compliance team. Within the Enterprise Compliance team, this position will support with overseeing the Code of Ethics, US Broker-Dealer, AML, Lobbying, and Training functions for Oaktree. Additionally, the Associate/Senior Associate/AVP will be an integral member of the Compliance Testing team, responsible for participating in all aspects of the firm&rsquo;s compliance testing program. This position will focus on testing activities related to Closed-End Fund (CEF) compliance and other areas of the firm&rsquo;s operations, ensuring that internal controls, policies, and procedures are effectively designed and operating in line with applicable regulatory requirements. The individual will collaborate closely with other Compliance team members and business partners, contributing to a disciplined, risk-based approach to testing that supports the firm&rsquo;s overall compliance framework.
Responsibilities include:<ul><li>
A Compliance Generalist role in the Enterprise Compliance Team;</li><li>
Assisting in the management of Oaktree&rsquo;s Code of Ethics policies;</li><li>
Providing guidance and monitoring conflicts related to personal account trading, outside business activity, political activity, and gifts and entertainment;</li><li>
Assisting in the day-to-day management of responsibilities associated with Oaktree&rsquo;s broker-dealer;</li><li>
Performing anti-money laundering checks for potential investors;</li><li>
Participate in the planning, execution, and documentation of compliance testing reviews, with emphasis on Closed-End Fund Compliance activities and related regulatory obligations.</li><li>
Evaluate the design and operational effectiveness of compliance controls across business lines and functional areas.</li><li>
Contribute to the development of testing methodologies, risk assessments, and annual testing plans.</li><li>
Conduct detailed reviews of policies, procedures, and transactions to identify potential compliance gaps or control weaknesses.</li><li>
Prepare comprehensive workpapers and testing summaries to support findings and conclusions.</li><li>
Collaborate with team members and relevant stakeholders to track remediation efforts and confirm implementation of corrective actions.</li><li>
Assist in analyzing data and system outputs to identify trends, exceptions, or anomalies requiring further review.</li><li>
Stay informed of evolving regulatory developments that impact Closed-End Funds and other investment products.</li><li>
Support broader compliance initiatives and cross-team testing efforts as needed.</li></ul> 
Qualifications<ul><li>
Bachelor&rsquo;s Degree required.</li><li>
General knowledge of SEC and anti-money laundering regulatory frameworks and understanding of Material Non-Public Information (&ldquo;MNPI&rdquo;)</li><li>
Proven ability to manage tasks with competing priorities and deadlines;</li><li>
5-7years of experience in compliance, audit, risk management, or a related control function within the asset management or financial services industry.</li><li>
Understanding of Closed-End Fund regulatory requirements (e.g., 1940 Act, SEC rules, or related investment company regulations) preferred.</li><li>
Strong analytical, research, and problem-solving skills with attention to detail.</li><li>
Excellent written and verbal communication abilities.</li><li>
Ability to work collaboratively within a team, managing multiple assignments and priorities.</li><li>
Proficiency in Microsoft Excel and data analysis tools; experience with compliance testing or audit software is a plus.
</li></ul>Personal Attributes<ul><li>
Outstanding initiative, motivation and detail orientation with strong work ethic and excellent organizational skills;</li><li>
Ability to work well under pressure and with time constraints.</li><li>
Proven ability to manage tasks with competing priorities and deadlines;</li><li>
Responsible individual with a strong sense of integrity and dedication;</li><li>
Demonstrates strong interpersonal skills and the ability to quickly build credibility and gain confidence of individuals at all levels; and</li><li>
Team-oriented and able to partner with colleagues to achieve shared goals.</li></ul>
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.</div>

Associate, Compliance

<div>Our Company<div><div><div><div><div><div><div><div><div>
Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. 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 1400 employees and offices in 25 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.</div></div></div></div></div></div></div></div></div>
Responsibilities
The Analyst will be responsible for maintaining the books and records for various Evergreen and Closed-end Partnerships, as well as reporting to clients and the portfolio group. Responsibilities will include:<ul><li>
Preparation and maintenance of the books and records of pooled private investment funds organized as limited partnerships and/or separate accounts</li><li>
Preparation and/or review of complex management fee and waterfall calculations</li><li>
Understanding of side pocket accounting</li><li>
Understanding of internal rate of returns, time weighted returns and multiple of capital calculations</li><li>
Recording and reconciliation of cash, investments and other balance sheet accounts</li><li>
Recording of purchase and sale transactions</li><li>
Estimating and posting of accruals</li><li>
Preparation of allocations of income and expense allocations to each partner, including updating of distribution waterfall based on the terms of the governing documents</li><li>
Preparation of distributions and drawdowns</li><li>
Preparation monthly, quarterly, and annual financial reports</li><li>
Analyzing and calculating performance metrics for partnerships/accounts as well as for each investment</li><li>
Coordinating with funds&rsquo; independent auditors, custodians, prime brokers and fund administrators</li><li>
Performing other tasks as required</li></ul>
Qualifications<ul><li>
Minimum of 3 years&rsquo; relevant accounting or audit experience within Big Four public accounting or a mix of public accounting and investment management industry experience</li><li>
Solid knowledge of reconciliation and account analysis</li><li>
Solid understanding of accounting and the ability to apply relevant investment company accounting rules</li><li>
Solid analytical skills and ability to understand and resolve complex problems</li><li>
Experience in Geneva and Geneva World Investors preferred</li><li>
Proficiency in Microsoft Excel, Word, Teams, and PowerPoint. (PowerBI is a plus)</li></ul>
Personal Attributes<ul><li>
Work Ethic: strong attention to detail and focus on continual development, performance, and accountability</li><li>
Organization: proven ability to multi-task and efficiently manage time across competing activities; able to effectively prioritize, execute tasks, and thrive in a high-pressure, fast-paced environment</li><li>
Independence: experience working both independently and, in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times); a self-starter with the ability to take initiative, ask questions, detect problems and provide solutions</li><li>
Flexibility: adapting priorities, demands and timelines through analytical and problem-solving capabilities</li><li>
Communication: strong interpersonal and written/verbal communication skills.</li></ul>
Education
Bachelor&rsquo;s degree in accounting or finance. ACA/CPA is a plus
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.
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.</div>

Analyst, Closed-end Fund Accounting Real Estate Strategy

<div>We are seeking a detail-oriented Workday Financials Analyst/Developer to support and maintain our Workday Financials platform. This role is primarily focused on Business-as-Usual (BAU) activities, including day-to-day system support, maintenance, and incremental enhancements across financial modules.
The role will work closely with senior Workday team members and business stakeholders to help resolve issues, support users, and implement approved changes. Success in this role requires strong attention to detail, a collaborative mindset, and a willingness to learn while delivering reliable, high-quality support.
Key Responsibilities<ul><li>
Provide day-to-day support for Workday Financials modules, assisting with issue resolution and routine system maintenance.</li><li>
Support the investigation and resolution of BAU issues, escalating more complex problems to senior team members as appropriate.</li><li>
Communicate clearly and professionally with users, providing timely updates and helping ensure a positive support experience.</li><li>
Assist with the development, testing, and deployment of enhancements, reports, and integrations within Workday Financials.</li><li>
Troubleshoot user-reported issues with guidance from senior team members, focusing on accuracy and timely resolution.</li><li>
Help maintain existing Workday reports and integrations, following established standards and processes.</li><li>
Collaborate with Finance and Technology teams to support a backlog of BAU requests and ongoing improvements.</li><li>
Assist with testing and implementation activities related to Workday updates and releases.</li><li>
Follow internal controls, security standards, and audit requirements in all system activities.</li><li>
Maintain documentation of configurations, changes, and support procedures to aid knowledge sharing and continuity.</li></ul>
Required Experience and Qualifications<ul><li>
4+ years of relevant experience in Workday Financials or a similar financial systems support role.</li><li>
Hands-on experience with one or more Workday Financials modules (e.g., General Ledger, Accounts Payable, Accounts Receivable, Expenses, Procurement).</li><li>
Basic to intermediate experience with Workday reporting, calculated fields, and EIBs.</li><li>
Ability to follow established processes, manage assigned tasks, and meet deadlines with guidance.</li><li>
Strong analytical and problem-solving skills with good attention to detail.</li><li>
Clear written and verbal communication skills, with a customer-service mindset.</li><li>
Willingness to learn, develop technical skills, and grow within a Workday ecosystem.</li><li>
Bachelor&rsquo;s degree in Finance, Information Systems, or a related field (or equivalent practical experience).</li></ul>
Preferred Skills<ul><li>
Experience working in Agile or iterative delivery environments (e.g., Jira).</li><li>
Exposure to Workday release testing and change management activities.</li><li>
Familiarity with integrations or cloud-based tools is a plus, but not required</li></ul>
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.</div>

Associate, Workday Financials Developer

<div>Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 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 Oaktree&rsquo;s website at http://www.oaktreecapital.com/
Responsibilities<div>
Workday Financials Expertise &amp; Cross Vertical Leadership 
<ul><li>Lead a cross functional Workday team including Financials configuration consultants, Integration developers, and Adaptive Planning specialists.</li><li>Drive hands on Workday Financials configuration and functional solutioning aligned with core accounting and financial processes (GL, accounting operations, reporting, controls).</li><li>Understand and guide solutions across other Workday verticals (HCM, Payroll, Integrations, Adaptive Planning) to ensure architectural consistency and cross functional alignment.</li><li>Translate complex business requirements into scalable Workday solutions with strong financial process alignment.</li><li>Support integrated planning and forecasting solutions using Workday Adaptive Planning.</li><li>Provide subject matter expertise and mentor teams on complex design decisions, ensuring accuracy and timely financial outcomes.</li></ul> 
Leadership, Delivery Management &amp; Capability Building 
<ul><li>Lead, mentor, and develop the offshore Workday team &mdash; setting direction, ensuring accountability, and driving continuous skill growth.</li><li>Drive high quality delivery across enhancements, projects, production support, and cross functional initiatives.</li><li>Serve as the primary escalation point for offshore delivery, resolving blockers, technical issues, and prioritization conflicts.</li><li>Partner with stakeholders to ensure predictable, well governed execution with strong documentation and adherence to standards.</li><li>Build Workday capability within the team &mdash; establishing frameworks for learning, certification advancement, reusable assets, and standardization.</li><li>Proactively collaborate with business and onshore teams to understand demand pipelines and align resource planning and capability development.</li></ul> 
Hands-On Contribution &amp; Quality Assurance 
<ul><li>Provide hands-on configuration for high complexity or high risk Workday Financials enhancements.</li><li>Perform rigorous configuration and code reviews, ensuring maintainability, performance, and alignment with architectural standards.</li><li>Define and enforce quality gates, coding standards, and review practices for the team.</li><li>Identify recurring issues or design gaps and drive systematic improvements to reduce production incidents.</li><li>Take end-to-end accountability for overall solution quality and stability of delivered Workday capabilities.</li></ul></div>
Required Experience &amp; Qualifications<ul><li>Bachelor&rsquo;s degree required.</li><li>10+ years of IT experience delivering enterprise applications, with at least 5+ years in Workday.</li><li>Deep hands-on expertise in Workday Financials configuration (mandatory).</li><li>Experience leading and managing offshore/global Workday delivery teams for 5+ years.</li><li>Exposure to other Workday verticals (HCM, Payroll, Adaptive Planning, Integrations) with ability to guide cross functional collaboration.</li><li>Solid understanding of financial and accounting processes and their alignment with enterprise systems.</li><li>Proven experience in delivery governance, code review, production support, and issue resolution.</li><li>Strong understanding of SDLC, Agile methodologies, and Jira-based execution.</li><li>Outstanding communication, stakeholder management, and interpersonal skills.</li></ul> 
Key Attributes 
<ul><li>Strong leadership presence &mdash; collaborative, trustworthy, and highly accountable.</li><li>Hands-on, detail-oriented, and able to operate at both strategic and tactical levels.</li><li>Skilled at managing escalations, cross-team dependencies, and delivery risks.</li><li>Passion for building capability, maturing processes, and achieving continuous improvement.</li><li>Calm, structured, and decisive under pressure.</li></ul> 
Stakeholder Management &amp; Client Interaction 
<ul><li>Build strong working relationships with onshore technology teams, business users, and functional SMEs.</li><li>Act as a proactive partner, aligning priorities, timelines, risks, and delivery approaches early in the lifecycle.</li><li>Facilitate clear communication across time zones, ensuring offshore delivery is seamlessly integrated with onshore planning.</li><li>Support client and stakeholder queries with clarity, strong functional understanding, and timely follow through.</li><li>Represent offshore delivery in governance forums, backlog discussions, and solution workshops.</li></ul> 
SDLC, Agile &amp; Delivery Governance 
<ul><li>Ensure consistent application of SDLC, Agile practices, and enterprise delivery standards.</li><li>Partner with onshore teams on sprint planning, backlog management, refinements, and retrospectives.</li><li>Maintain high hygiene in tools such as Jira &mdash; acceptance criteria, estimates, traceability, and documentation.</li><li>Ensure release readiness with strong testing, validation, and change management discipline.</li></ul>
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.</div>

Assistant Vice President, Workday Financials Lead

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