Qureos Mentor

Oaktree Capital Management

<div><div><div><div>About the Role:</div></div><div><div>
We are seeking an experienced and driven individual to join the Fund Operations team as a Senior Manager in a data-focused, cross-functional capacity. This role is ideal for someone with a strong understanding of finance&mdash;particularly within asset management&mdash;and proven experience leading data and reporting initiatives that intersect with fund accounting. The ideal candidate will be ready to independently lead projects, speak directly with stakeholders, document business requirements, and mentor junior team members.</div></div><div></div><div><div><br>
The Senior Manager will report to the Vice President of Fund Operations, based in Oaktree&rsquo;s Los Angeles, U.S. office. As such, the role requires consistent collaboration across time zones, clear communication, and a proactive leadership style. In addition to taking ownership of major initiatives, the Senior Manager will oversee and support analysts on the team, ensuring alignment and excellence in deliverables.</div></div><div></div><div><div><br>
Key Responsibilities:</div></div><div><div>
1. Report Automation and Analytics Leadership</div></div><div><ul><li><div>
Lead the design and delivery of automated reports and dashboards using SQL and Power BI (Desktop and Report Builder).</div></li></ul></div><div><ul><li><div>
Translate complex business requirements into scalable automation and reporting solutions using tools such as VBA, Office Script, Python, and DAX/Power Query.</div></li></ul></div><div><ul><li><div>
Serve as a subject matter expert for data flows across fund accounting systems such as Geneva, Salesforce, and Oaktree&rsquo;s SQL data warehouse.</div></li></ul></div><div><ul><li><div>
Oversee the maintenance and enhancement of existing automation tools; ensure data integrity and issue resolution.</div></li></ul></div><div><ul><li><div>
Mentor and guide analysts working on automation and analytics efforts.</div></li></ul></div><div><div>
2. Project Ownership and Stakeholder Engagement</div></div><div><ul><li><div>
Independently lead projects from inception to execution, including stakeholder communication, requirement gathering, documentation, and delivery.</div></li></ul></div><div><ul><li><div>
Represent Fund Accounting &amp; Operations in cross-functional projects involving Data Solutions, IT, and other business units.</div></li></ul></div><div><ul><li><div>
Ensure timely updates and deliverables are communicated to global stakeholders and leadership.</div></li></ul></div><div><div>
3. Process Improvement and Team Oversight</div></div></div><div><div><ul><li><div>
Proactively identify and lead opportunities for process automation or reengineering within Fund Accounting &amp; Operations.</div></li></ul></div><div><ul><li><div>
Coordinate with Data Solutions and IT teams to expand access to key datasets and infrastructure needed for reporting and automation initiatives.</div></li></ul></div><div><ul><li><div>
Promote a culture of innovation, data literacy, and process improvement within the Hyderabad team and broader Fund Accounting organization.</div></li></ul></div><div><ul><li><div>
Directly oversee, support, and review the work of team analysts; ensure alignment with project and business goals.</div></li></ul></div><div></div><div><div><br>
Qualifications:</div></div><div><div>
Required:</div></div><div><ul><li><div>
10+ years of experience in fund accounting, audit, or financial services (with strong preference for asset management or real estate/private equity).</div></li></ul></div><div><ul><li><div>
7 &ndash; 9 years of experience in data transformation, report automation, data &amp; analytics, business intelligence, and/or data visualization.</div></li></ul></div><div><ul><li><div>
Demonstrated experience leading data or reporting projects across business functions.</div></li></ul></div><div><ul><li><div>
Proven ability to manage multiple projects simultaneously, define business requirements, and deliver independently.</div></li></ul></div><div><ul><li><div>
Previous experience overseeing or mentoring junior staff.</div></li></ul></div><div><ul><li><div>
Exceptional written and verbal communication skills, with the ability to clearly articulate complex concepts to both technical and non-technical stakeholders, lead cross-functional discussions, and represent the team in stakeholder meetings.</div></li></ul></div><div><ul><li><div>
Expert-level proficiency in SQL and Power BI (including both Desktop and Report Builder), with a track record of designing, building, and optimizing complex data models, reporting suites, and automated workflows used across business units.</div></li></ul></div><div><ul><li><div>
Advanced experience with Python, PowerShell, and DAX/Power Query, with the ability to architect and deploy integrated data solutions, streamline multi-system processes, and implement robust, scalable logic for enterprise reporting and automation needs.</div></li></ul></div><div><ul><li><div>
In-depth understanding of data architecture, accounting workflows, and system interoperability, with demonstrated ability to design and implement solutions that align accounting logic with underlying data structures across enterprise platforms (e.g., data warehouses, general ledger systems, and reporting tools).</div></li></ul></div><div><div>
Preferred:</div></div><div><ul><li><div>
Chartered Accountant (CA &ndash; India), U.S. Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA &ndash; any level); candidates actively pursuing certification are also encouraged to apply.</div></li></ul></div><div><ul><li><div>
Experience working with Geneva and Geneva World Investor.</div></li></ul></div><div><ul><li><div>
Proficiency in Microsoft Power Automate, Power Apps, or Microsoft Fabric.</div></li></ul></div></div><div><div><ul><li><div>
Agile project management experience or certification.</div></li></ul></div><div></div><div><div><br>
Success in this Role Looks Like:</div></div><div><ul><li><div>
Delivering impactful, scalable reporting and automation solutions that significantly reduce manual work.</div></li></ul></div><div><ul><li><div>
Leading cross-functional projects that advance Oaktree&rsquo;s reporting and data strategy.</div></li></ul></div><div><ul><li><div>
Acting as a go-to liaison between Fund Accounting &amp; Operations and data/technology teams.</div></li></ul></div><div><ul><li><div>
Coaching and developing junior staff to enhance team capability and performance.</div></li></ul></div><div><ul><li><div>
Championing a data-first mindset within Fund Accounting &amp; Operations.</div></li></ul></div></div><div></div><div><br>
Equal Opportunity Employment Policy</div><div></div><div>
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.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
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></div>

Senior Manager, Financial Reporting & Data Analysis

<div><div><div>Our Company</div></div><div><div>
Oaktree is a leader among global investment managers specializing in alternative investments, with about $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 1200 employees and offices in 24 cities worldwide.</div><div></div><div>
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.</div><div></div><div>
For additional information please visit our website at <div>www.oaktreecapital.com</div></div></div><div></div><div><div>
Scope &amp; Responsibilities</div><div>
As a member of the Diligence Services team, the Proposals Writer/Due Diligence Project Manager will support the sales and marketing process by leveraging firm-wide resources to craft standard DDQs, respond to formal RFPs/RFIs for Oaktree&rsquo;s funds and respond to ad-hoc due diligence questions. The Diligence Services Hyderabad team will also support client monitoring efforts by preparing RFIs and fulfilling periodic information requests.</div><div></div><div>
Responsibilities include:</div><ul><li>
Working with other departments and Subject Matter Experts to select, draft and write accurate and consistent responses to routine or nuanced client and prospective client requests;</li><li>
Preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information;</li><li>
Ensuring the integrity of internally stored content databases;</li><li>
Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and</li><li>
Strong understanding of Oaktree&rsquo;s open-end strategies and their relevant operating, performance and risk metrics.</li></ul><div></div><div>
Experience Required</div><ul><li>
Minimum 5&ndash;8 years relevant experience, including approximately 3&ndash;5 years of RFP experience in finance, marketing, or legal roles&mdash;ideally within the investment management industry;</li><li>
Experience responding to RFP and/or client related inquiries for firm and fund specific information;</li><li>
Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills;</li><li>
Exceptional writing skills: ability to craft thoughtful and compelling commentary; and</li><li>
Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences.</li></ul><div></div><div>
Personal Attributes</div><ul><li>
The successful candidate will have outstanding initiative and a strong work ethic;</li><li>
Passion for improving systems and processes;</li><li>
Ability to operate independently on short and long term goals;</li><li>
The candidate must be highly collaborative with excellent interpersonal skills;</li><li>
The ability to leverage firm-wide resources in an effective and judicious manner;</li><li>
Strong written and verbal communication skills; ability to contribute and edit content for RFP responses;</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>
Be organized and able to manage multiple projects with differing priorities to meet deadlines;</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>
Unwavering attention-to-detail.</li></ul></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
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.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
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></div>

Associate, Diligence Services

<div><div>Oaktree is a leader among global investment managers specializing in alternative investments, with about $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 1,400 employees and offices in 23 cities worldwide.<br>
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.<br>
For additional information please visit our website at oaktreecapital.com</div><div><br>
About Oaktree&rsquo;s Corporate Communications &amp; Branding Department<br>
The Corporate Communications &amp; Branding Department is responsible for Oaktree&rsquo;s global marketing-communications activities. This includes ensuring that the firm&rsquo;s communications and branding strategies are integrated, coordinated and aligned across all channels and key stakeholders. The team works closely with the firm&rsquo;s CPO/Head of Client Relations, global and regional Marketing leadership, Product Management leadership, Executive Committee and Portfolio Management leadership to deliver the communications and branding activities needed to help drive the firm&rsquo;s growth initiatives. Such activities shall relate to the design, creation and/or maintenance of: Firm-related content and collateral, web, email and social media assets, thought leadership campaigns (e.g., &ldquo;Insights&rdquo;), internal and external communication strategies, media, and live and virtual events.</div><div><br>
Scope and Responsibilities<br>
Oaktree is seeking to hire a Graphic Designer &amp; Financial Presentation Specialist to join the Corporate Communications &amp; Branding Department and support the production and development of various marketing materials and digital assets. The role will be responsible for creating innovative and impactful designs that effectively communicate complex financial information to our clients and stakeholders.<br>
Responsibilities include:<br>
<ul><li>Championing the continuity of and adherence to brand identity and standards across collateral and events</li><li>Assisting in the development and maintenance of marketing and corporate presentations and materials in collaboration with various departments and stakeholders</li></ul>
o Providing PowerPoint, Word and Excel presentation support<br>
o Collaborating with stakeholders to understand their requirements and translate them into visually aesthetic designs<br>
o Advising on brand and design options as a subject matter expert and brand steward<br>
o Converting text and data into compelling designs that support business efforts<br>
o Preparing firm, investment team and corporate structure charts, tables and graphs<br>
<ul><li>Working with the Events team to produce bespoke materials for in-person and virtual events</li><li>Designing digital marketing/Pardot emails and driving consistency of branding across all communication materials</li></ul>
o Ensuring optimal quality of digital assets across various devices<br>
<ul><li>Supporting Graphics department administration</li></ul>
o Maintaining automated brand templates and slide libraries in content management platform (UpSlide)<br>
o Participating in quality assurance checks for deliverables<br>
o Organizing and maintaining the department&rsquo;s digital graphics library<br>
o Developing live training, videos and documentation to support efficiency and internal adoption<br>
o Managing graphics queue to support high intake volumes and multiple projects at different stages of development<br>
<ul><li>Following industry trends and emerging technologies to support innovation across digital assets (video, interactive design, etc.)</li><li>Conducting comprehensive research on industry-specific standards while remaining abreast of current social media, publication, and advertising trends</li></ul></div><div><br>
Experience Required<br>
<ul><li>Bachelor&rsquo;s degree; specialized training in graphic design, visual communication, or a related field</li><li>Minimum 8-10 years of experience as a graphic designer or similar role</li><li>Experience working directly for a financial firm and/or corporation</li><li>Experience in global investment management is a plus</li><li>Strong knowledge of design concepts, practices and procedures</li><li>Strong knowledge of Microsoft Office products, with advanced PowerPoint skills in design, formatting, and charting</li><li>Highly proficient in graphic design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign)</li></ul>
Adobe InCopy, Dreamweaver, Premiere and After Effects experience is a plus<br>
<ul><li>Experience creating emails and implementing campaigns in Pardot or similar marketing software is a plus</li><li>HTML/CSS mid- to high-level knowledge</li></ul></div><div><br>
Personal Attributes<br>
<ul><li>Outstanding initiative, self-starter and passionate about design</li><li>Excellent time management and problem-solving skills</li><li>Ability to manage and quickly adapt with multiple competing priorities and deadlines</li><li>Excellent written, verbal and interpersonal communication skills</li><li>Ability to adhere to and effectively and efficiently implement instructions with strong attention to detail</li><li>Collaborative and team-oriented with a strong sense of integrity and professionalism</li><li>Ability to excel in a demanding, fast-paced environment while maintaining the highest quality standards</li><li>Ability to translate design concepts to stakeholders less familiar with design practices/procedures</li></ul></div><div><br>
Education<br>
<ul><li>Bachelor&rsquo;s degree required</li><li>Portfolio required</li></ul></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
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.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
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></div>

Analyst

<div><div>Our Company</div><div>
Oaktree is a leader among global investment managers specializing in alternative investments, with about $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 1200 employees and offices in 24 cities worldwide.</div><div></div><div><br>
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.</div><div></div><div><br>
For additional information please visit our website at <div>www.oaktreecapital.com</div></div><div></div><div>
Responsibilities</div><div></div><div>
The Senior Associate will support the Information Solutions Operations with a focus on the areas of communications, client services and operational initiatives.<br>
<br>
Specific responsibilities include:<br>
<br>
<ul><li>Leading in project management, system management, process documentation, and strategic planning;</li><li>Design and implement new processes to support business needs;</li><li>Write, review, and edit materials relating to communications with executives and internal/external stakeholders;</li><li>Manages comprehensive department deliverables, calendars and project plans;</li><li>Manages inbound inquiries via our Client Services department with accuracy and efficiency;</li><li>Drives, monitors and tracks responses for various communications;</li><li>Prepares and executes mass email communications ;</li><li>Manages the delivery timeline and packaging of certain reporting deliverables;</li><li>Prepares presentations, reports and data analytics;</li><li>Manages large sets of data with integrity;</li><li>Builds effective working relationships with internal and external stakeholders to ensure high quality process and quick resolution to issues; and</li><li>Effectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to define requirements, identify opportunities, and present solutions to business challenges; and</li><li>Performs other tasks and projects as necessary.</li></ul></div><div></div><div>
Required Experience:</div><div></div><div><div><div><div><div><ul><li>Strong knowledge of general finance, process documentation and cross functional operations;</li><li>8+ years of experience within a professional firm</li><li>Excellent written and verbal communication skills</li><li>Solid analytical skills and ability to understand and resolve complex problems</li><li>Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks</li><li>Strong working knowledge of Microsoft Office applications, including SharePoint, Excel, Word, PowerPoint, and Adobe Acrobat; Salesforce and DocuSign a plus</li></ul></div></div></div></div></div><div></div><div>
Education</div><div>
Bachelor&rsquo;s degree</div><div></div><div>
Equal Opportunity Employment Policy</div><div>
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.</div><div>
This policy applies to all Oaktree applicants, employees, clients, and contractors.</div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
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.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
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></div>

Senior Associate, Information Solutions Operations

Join Oaktree Capital Management and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Oaktree Capital Management

ABOUT_COMPANY

Senior Manager, Financial Reporting & Data Analysis

Associate, Diligence Services

Analyst

Senior Associate, Information Solutions Operations