it investment/portfolio manager

Laksh Consultants

Overall Experience - 4 to 7 years onlyNotice Period Requirement: 30 Days (Maximum)Working Days: 6 Days from officeAbout the Role:We are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.Key Responsibilities:Fundraising &amp; AUM Growth-<ul><li>Drive growth in Assets Under Management (AUM) by meeting set targets.</li><li>Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.</li></ul>Investor Relationship Management-<ul><li>Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).</li><li>Nurture relationships with inactive investors and convert them into active contributors.</li><li>Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.</li><li>Proactively outreach and pitch value proposition and curated startup campaigns.</li><li>Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.</li></ul>Business Development &amp; Conversion-<ul><li>Source, qualify, and onboard new investors through referrals, networking, and events.</li><li>Leverage existing investor networks for introductions and referrals.</li><li>Manage pipeline of new investor conversions and ensure smooth onboarding process.</li></ul>Networking &amp; Outreach-<ul><li>Represent the firm in industry events, conferences, and investor summits to expand reach.</li><li>Stay updated on funding trends, investor behavior, and competitive landscape.</li><li>Conduct one-on-one investor meetings to present opportunities and investment strategies.</li><li>Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.</li></ul>Strategic Input &amp; Reporting-<ul><li>Prepare and present investment proposals and performance reports.</li><li>Work closely with the investment team to align fundraising strategy with portfolio needs.</li><li>Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).</li></ul>Ideal Candidate<ul><li>Strong investor management profile</li><li>Mandatory (Experience): 4+ years of fundraising experience, with at least 1 year in Category II AIFs (PE / VC / Credit / Special Situations) selling to HNIs, Family Offices, or Wealth Managers.</li><li>Mandatory (Tech Skills 1): Must be proficient in pitching investment opportunities and onboarding investors</li><li>Mandatory (Tech Skills 2 ): Must have experience conducting investor meetings &amp; presentations</li><li>Mandatory (Tech Skills 3): Must have experience achieving revenue targets</li><li>Mandatory (Tech Skills 4): Must have experience representing the company at networking events</li><li>Mandatory (Tech Skills 5): Must understand startup valuation basics, portfolio reporting, investment products.</li><li>Mandatory (Tech Skills 6): Must prepare investment proposals, performance reports, and KPIs.</li><li>Mandatory (Education): No strict requirement, but finance background preferred.</li><li>Mandatory (Note): Must have high ownership and target-driven mindset.</li><li>Preferred (Company): Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.</li><li>Preferred (Industry): Events industry</li><li>Preferred (Work background): Experience in startup funding events &amp; roadshows</li></ul>Job Type: Full-timePay: ₹1,100,000.00 - ₹1,500,000.00 per yearWork Location: In person

Investment Manager

Dubai Holding

<div>
 
 Established in 2004, Dubai Holding is a global investment company with investments in more than 34 countries and a combined workforce of nearly 45,000 individuals. In line with the vision of Dubai&rsquo;s leadership and economic diversification strategy, Dubai Holding companies have nurtured sectors, irrevocably transforming Dubai&rsquo;s socio-economic landscape and positioning Dubai as a diversified, globally integrated economy.
 
 
 
 
 
 Dubai Holding is committed to the diversification of Dubai&rsquo;s non-oil economy. Our portfolio, valued at over AED 284+ billion, spans 10 sectors, including real estate, hospitality, leisure &amp; entertainment, ICT, design, education, media, retail, manufacturing &amp; logistics, and science.
 
 
 
 
 
 
 For the Good of Tomorrow
 
 
 
 
 
 
 Dubai Holding is looking to hire an
 
 Analyst &ndash; Investments &amp; Portfolio Management
 
 at Dubai Holding Investments. The role holder is responsible for conducting comprehensive financial analyses and market research to support the execution of investment strategies. This role entails building and maintaining financial models, performing due diligence, and monitoring portfolio performance to provide actionable insights that drive informed decision-making. The Analyst will collaborate closely with senior team members to assess investment opportunities and contribute to the overall management of the investment portfolio, ensuring alignment with organizational goals.
 
 
 
 
 
 If you are ready to embark on a dynamic journey where your talents are valued, and your contributions make a real impact, we would like to hear from you.
 
 
 
 
 
 
 Key Accountabilities:
 
 
 
 
 
 
 
 Investment Analysis:
 
 
 
 
 
 <ul>
 <li>
 Build and maintain financial models to evaluate potential investments and assess their financial viability
 </li>
 <li>
 Participate in the due diligence process for prospective investments, analysing financial statements, operational metrics, and market conditions to identify risks and opportunities
 </li>
 <li>
 Conduct thorough valuations of investment opportunities using methods such as comparable company analysis and precedent transactions analysis
 </li>
 <li>
 Perform sensitivity analysis on key financial assumptions to assess how changes in variables impact investment outcomes, providing deeper insights into risk factors
 </li>
 <li>
 Prepare comprehensive memos for Investment Committees, detailing transaction analyses and recommendations
 </li>
 </ul>
 
 
 
 
 
 Market Research:
 
 
 
 
 
 <ul>
 <li>
 Perform comprehensive research on market trends, industry dynamics, and competitive landscapes to inform investment decisions
 </li>
 <li>
 Monitor relevant macro trends and microeconomic factors that could impact investment performance and portfolio strategy
 </li>
 <li>
 Assist in developing and articulating investment theses based on quantitative analysis and qualitative insights from research
 </li>
 </ul>
 
 
 
 
 
 Portfolio Monitoring &amp; Reporting:
 
 
 
 
 
 <ul>
 <li>
 Monitor the monthly performance of the assigned investment portfolio, analysing variances against historical periods, budgets &amp; benchmarks and providing insights into performance drivers
 </li>
 <li>
 Conduct risk analysis for current investments, identifying potential exposures and recommending mitigation strategies based on quantitative metrics
 </li>
 <li>
 Support the development and implementation of strategic initiatives focused on driving value creation and enhancing overall organizational performance
 </li>
 </ul>
 
 
 
 
 
 Execution Support:
 
 
 
 
 
 <ul>
 <li>
 Support the execution of investment transactions, including analysing deal structures, terms, and pricing to ensure alignment with strategic objectives
 </li>
 <li>
 Participate in post-transaction evaluations to assess the success of executed investments and learnings for future transactions
 </li>
 <li>
 Work closely with cross-functional teams (e.g., legal, compliance) to facilitate smooth execution of investment processes and ensure adherence to regulatory requirements
 </li>
 </ul>
 
 
 
 
 
 Who we are looking for:
 
 
 
 
 
 
 <ul>
 <li>
 Minimum 2&ndash;5 years of relevant experience within a financial institution, with a proven track record in supporting investment analysis
 </li>
 </ul>
 
 
 
 
 
 Education/Professional Certification:
 
 
 
 
 
 
 
 
 Minimum requirements:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, Accounting, Investments, Economics, or a related discipline
 </li>
 </ul>
 
 
 
 
 
 Desirable requirements:
 
 
 <ul>
 <li>
 Professional qualification or progress toward a recognised certification such as CA, CFA, or equivalent
 </li>
 </ul>
 
 
 
 
 
 Technical Competencies:
 
 
 
 
 
 <ul>
 <li>
 Understanding of financial markets, investment products, portfolio management techniques, and divestment processes. Proficiency in financial modelling, valuation methodologies, and investment analysis tools
 </li>
 <li>
 Strong analytical and quantitative skills, with the ability to interpret complex data, conduct financial analysis, and make informed investment and divestment decisions
 </li>
 <li>
 High level of accuracy and attention to detail in all aspects of investment analysis, reporting, and documentation
 </li>
 </ul>
 
 
 
 
 
 Behavioral Competencies:
 
 
 
 
 
 <ul>
 <li>
 Customer Focus
 </li>
 <li>
 Results Orientation
 </li>
 <li>
 Business Awareness
 </li>
 <li>
 Curious &amp; Creative
 </li>
 <li>
 Adaptability &amp; Flexibility
 </li>
 <li>
 Builds Relationships
 </li>
 <li>
 Problem Solving &amp; Decision Making
 </li>
 <li>
 Planning and Organizing
 </li>
 <li>
 Communication Skills
 </li>
 </ul>
 
 
 
 
 
 As much as we would be delighted to entertain all applicants, due to the high volumes of applications, only successful applicants will be contacted within 14 business days.
 
 
 
 
 
 
 
 This job description is not all inclusive. Dubai Holding reserves the right to amend this job description at any time. Dubai Holding is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
 
 
</div>

Analyst - Investments & Portfolio Management

Egis

<div>
 
 Egis is an international player active in architecture, consulting, construction engineering and mobility services. We create and operate intelligent infrastructures and buildings that respond to the climate emergency and contribute to more balanced, sustainable and resilient territorial development. Operating in 100 countries, Egis puts the expertise of its 19,500 employees at the service of its clients and develops cutting-edge innovations accessible to all projects. Through its wide range of activities, Egis is a key player in the collective organisation of society and the living environment of citizens all over the world.
 
 
 
 
 With 3,500 employees across 8 countries in the Middle East, Egis has delivered over 700 complex development projects, stimulating economic growth and enhancing quality of life. Ranked among the top ten firms in the Middle East by Engineering News Record (ENR), Egis is committed to sustainable development. The Group&rsquo;s operations in the Middle East are built on strategic acquisitions and a deep understanding of local market conditions. Egis&rsquo; long history of providing comprehensive engineering, consulting, and project management services makes it a trusted partner for regional governments, investors, and developers.
 
 
 
 
 
 
 
 
 
 
 Job Description
 
 
 
 
 We are seeking a visionary and strategic Senior Manager of Investment to join our team in Riyadh, Saudi Arabia. In this pivotal role, you will lead our investment initiatives, driving growth and maximizing returns for our program.
 
 
 
 <ul>
 <li>
 Identify and maintain a comprehensive inventory of all potential assets within the program
 </li>
 <li>
 Analyze each asset to determine the most suitable investment model, leveraging studies and inputs provided by others
 </li>
 <li>
 Develop detailed investment plans that include potential revenue streams and return projections for each asset
 </li>
 <li>
 Coordinate with the Procurement Department to ensure investment plans are considered for upcoming tenders, concession models, and public-private partnership (PPP) opportunities
 </li>
 <li>
 Collaborate with technical and operational teams to validate asset data and assumptions used in financial planning
 </li>
 <li>
 Ensure investment models align with the overall program objectives and long-term financial sustainability
 </li>
 <li>
 Monitor and update asset investment strategies based on evolving data, market feedback, and stakeholder input
 </li>
 <li>
 Oversee the management of large-scale investment portfolios, ensuring optimal performance and risk mitigation
 </li>
 <li>
 Conduct in-depth financial analysis and modelling to inform investment decisions
 </li>
 <li>
 Collaborate with senior leadership to shape the organization's long-term financial vision
 </li>
 <li>
 Stay abreast of global market trends and economic indicators to identify investment opportunities
 </li>
 <li>
 Present investment recommendations and performance reports to executive management and stakeholders
 </li>
 <li>
 Ensure compliance with Saudi Arabian financial regulations and international best practices
 </li>
 <li>
 Cultivate relationships with key partners, financial institutions, and industry leaders
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Master's degree in Finance, Economics, or a related field and Minimum of 10 years of experience in investment planning or a related field Or Bachelor&rsquo;s degree in Finance, Economics, or a related field and Minimum of 15 years of experience in investment planning or a related field
 </li>
 <li>
 CFA (Chartered Financial Analyst) certification preferred
 </li>
 <li>
 Proven track record in managing large investment portfolios and achieving strong returns
 </li>
 <li>
 In-depth knowledge of global financial markets and investment strategies
 </li>
 <li>
 Strong understanding of Saudi Arabian financial regulations and market dynamics
 </li>
 <li>
 Experience in international markets, particularly in the Middle East
 </li>
 <li>
 Advanced skills in financial modeling, analysis, and risk management
 </li>
 <li>
 Proficiency in Excel and other financial software tools
 </li>
 <li>
 Exceptional leadership and team management abilities
 </li>
 <li>
 Outstanding presentation and communication skills in English and Arabic is mandatory
 </li>
 <li>
 Strategic thinker with a decisive approach to investment decision-making
 </li>
 <li>
 Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions
 
 </li>
 </ul>
</div>

Sr. Manager Investment

Autonomous Investment In Commercial Enterprises and Management LLC

Role SummaryThe Finance &amp; Investment Manager will be responsible for leading the Group&rsquo;s financial strategy, taxation compliance, investment analysis, treasury management, and internal financial controls.This is a senior strategic role above the Assistant Manager &ndash; Accounts &amp; Finance position and will supervise and guide the finance department while maintaining oversight across subsidiaries and new ventures.KEY RESPONSIBILITIES1. Financial Strategy, Reporting &amp; Planning<ul><li>Oversee preparation of monthly, quarterly, and annual financial statements for the Group and subsidiaries under IFRS.</li></ul><ul><li>Develop short-term and long-term financial plans (6-month, 1-year, 3-year projections).</li></ul><ul><li>Conduct financial analysis, KPI tracking, and variance reporting.</li></ul><ul><li>Identify financial trends, risks, and opportunities.</li></ul><ul><li>Prepare financial reports for Board and Chairman-level review.</li></ul><ul><li>Lead annual budgeting process and rolling forecast monitoring.</li></ul><ul><li>Ensure proper consolidation across all Group entities.</li></ul>2. Cash Flow &amp; Treasury Management<ul><li>Prepare and monitor 12-month cash flow forecasts across subsidiaries.</li></ul><ul><li>Optimize working capital cycles.</li></ul><ul><li>Oversee receivables and payables discipline.</li></ul><ul><li>Manage banking relationships and negotiate credit facilities.</li></ul><ul><li>Structure funding strategies for expansion and operations.</li></ul><ul><li>Identify alternative financing solutions (bank loans, investors, partnerships).</li></ul>3. Investment &amp; Business Growth Strategy<ul><li>Conduct feasibility studies for acquisitions, joint ventures, and expansions.</li></ul><ul><li>Perform due diligence and financial risk assessments.</li></ul><ul><li>Develop detailed financial models (Buy vs Build, IRR, NPV, ROI analysis).</li></ul><ul><li>Conduct valuation analysis for mergers, acquisitions, and divestments.</li></ul><ul><li>Provide strategic recommendations on restructuring or liquidation of underperforming units.</li></ul><ul><li>Conduct industry and market financial research to identify new opportunities.</li></ul>4. Taxation &amp; Regulatory Compliance<ul><li>Ensure accurate and timely filing with UAE Federal Tax Authority (VAT, Corporate Tax, Excise where applicable).</li></ul><ul><li>Liaise with external tax advisors and auditors.</li></ul><ul><li>Maintain updated knowledge of UAE tax regulations and compliance requirements.</li></ul><ul><li>Develop tax-efficient structuring strategies.</li></ul><ul><li>Manage tax audits and documentation.</li></ul><ul><li>Monitor tax exposure across subsidiaries and related entities.</li></ul>5. Accounting Oversight &amp; Internal Controls<ul><li>Supervise the Assistant Manager &ndash; Accounts &amp; Finance and accounting team.</li></ul><ul><li>Oversee general ledger, AR, AP, payroll (WPS), and reconciliations.</li></ul><ul><li>Lead external audits and implement corrective actions.</li></ul><ul><li>Establish and enhance internal controls to prevent fraud and financial mismanagement.</li></ul><ul><li>Monitor fixed assets, inventory, and insurance coverage.</li></ul><ul><li>Ensure compliance with UAE corporate laws and accounting standards.</li></ul>6. Risk Management<ul><li>Identify and mitigate financial risks (liquidity, FX exposure, credit risk, operational risk).</li></ul><ul><li>Ensure proper insurance coverage (professional liability, staff, asset insurance).</li></ul><ul><li>Conduct periodic financial health reviews.</li></ul>7. Mergers, Acquisitions &amp; Divestments<ul><li>Lead financial evaluation for mergers and acquisitions.</li></ul><ul><li>Prepare structured due diligence reports.</li></ul><ul><li>Support transaction structuring and negotiation from financial perspective.</li></ul><ul><li>Recommend optimal timing and strategy for investments and exits.</li></ul>8. Financial Systems &amp; Automation<ul><li>Evaluate and implement ERP and MIS systems.</li></ul><ul><li>Improve financial reporting automation.</li></ul><ul><li>Ensure secure and efficient financial software management.</li></ul><ul><li>Coordinate with IT regarding financial system infrastructure.</li></ul>9. Stakeholder &amp; Banking Relations<ul><li>Maintain relationships with banks, investors, and financial institutions.</li></ul><ul><li>Negotiate credit lines and financial facilities.</li></ul><ul><li>Manage partner/shareholder reporting and capital contribution tracking.</li></ul>10. Leadership &amp; Department Development<ul><li>Mentor and supervise finance team.</li></ul><ul><li>Build financial discipline across the organization.</li></ul><ul><li>Establish financial governance standards.</li></ul><ul><li>Participate in hiring and structuring finance department growth.</li></ul>Skills &amp; Qualifications Required<ul><li>Master&rsquo;s Degree in Finance, Accounting, or Business Administration.</li></ul><ul><li>CPA / ACCA / CMA / CFA (preferred).</li></ul><ul><li>Minimum 7&ndash;10 years of experience in finance, accounting, and investment analysis.</li></ul><ul><li>Experience in M&amp;A, valuation, financial modeling, and strategic planning.</li></ul><ul><li>Strong knowledge of UAE financial regulations, IFRS, VAT, Corporate Tax.</li></ul><ul><li>Experience handling FTA audits and tax compliance.</li></ul><ul><li>Strong ERP and financial modeling proficiency.</li></ul><ul><li>Excellent analytical, negotiation, and leadership skills.</li></ul>Job Types: Full-time, PermanentPay: AED17,000.00 - AED22,000.00 per monthExperience:<ul><li>Finance &amp; Investment Managment: 8 years (Preferred)</li></ul>

Finance & Investment Manager

EP Wealth Advisors

<div>
 EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
 
 
 Our Headquarter office located in Torrance, CA is hiring for a Investment Operations Associate. The Investment Operations Associate position will support the Director of Investments, Investment Operations Manager, Portfolio Managers, and Advisors with day to day operations Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
 
 
 
 Duties And Responsibilities
 
 
 
 <ul>
 <li>
 Data entry related to account setup and security coding
 </li>
 <li>
 Ensure data feed is established with multiple custodians, Pontera and DST Fanmail
 </li>
 <li>
 Trade accounts to model, establish future allocations and rebalance per EP protocol
 </li>
 <li>
 Monitor accounts for reconciliation status and address discrepancies
 </li>
 <li>
 Audit accounts quarterly and bring all accounts to reconciled status
 </li>
 <li>
 Generate investment proposals as requested by advisors
 </li>
 <li>
 Obtain and store statements as needed
 </li>
 <li>
 Provide support to advisors with ad hoc requests
 </li>
 <li>
 Identify fund options, coordinate fund selection and model build with PM Analysts
 </li>
 <li>
 Oversee required Custodial forms prepared by Advisory support team
 </li>
 <li>
 Collaborate with Billing, Compliance and Partnership Integration Departments
 </li>
 <li>
 Work with Partnership Integration when M&amp;A firms bring in annuities and other external (or specialized) accounts, advising on required paperwork, monitoring data feed and trading accounts to EP model
 </li>
 <li>
 Communicate with Custodian firms frequently
 </li>
 <li>
 Communicate with Tamarac Support and Data Team frequently
 </li>
 <li>
 Document external (or specialized account) management procedures
 </li>
 <li>
 Develop informational and instructional materials for internal website and training program
 </li>
 <li>
 Perform additional duties as necessary to support and enhance investment department objectives
 </li>
 <li>
 Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Undergraduate degree or equivalent experience preferred
 </li>
 <li>
 1-3 years of experience within financial industry a plus; desire to work in financial investment industry
 </li>
 <li>
 Previous experience or knowledge of annuities a plus
 </li>
 <li>
 Able to learn quickly in a fast-paced work environment
 </li>
 <li>
 Proficient in Microsoft Office including Excel, PowerPoint, Word, and Outlook
 </li>
 <li>
 Reliable, organized and goal-oriented
 </li>
 <li>
 Extremely detail oriented, exceptional follow through
 </li>
 <li>
 Able to multi-task and work well under pressure
 </li>
 <li>
 Good interpersonal skills with the ability to work well with others in a collaborative environment
 </li>
 <li>
 Able to work independently and exercise discretion without direct and immediate supervision
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
 
 
 <ul>
 <li>
 11 Paid Holidays + 2 floating holidays
 </li>
 <li>
 3 Weeks PTO
 </li>
 <li>
 Paid Volunteer Time
 </li>
 <li>
 Paid Parental Leave
 </li>
 <li>
 Flexible Work Schedule
 </li>
 <li>
 Highly subsidized Health, Dental, and Vision Plans
 </li>
 <li>
 401k Retirement Account with company match contributions
 </li>
 <li>
 Free Mental Health services, Life Insurance, Long &amp; Short-Term Disability Insurance
 </li>
 <li>
 Flexible Spending Accounts and Health Savings Accounts
 </li>
 <li>
 Employee Financial Education
 </li>
 <li>
 Employee Educational Expense Reimbursement
 </li>
 <li>
 Employee Charitable Donations
 </li>
 <li>
 Employee Referral Incentives
 </li>
 <li>
 Employee Team Building Activities
 </li>
 <li>
 Employee Assistance Program
 
 
 </li>
 </ul>
 EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
 
 
</div>

Investment Operations Associate - Hybrid

Oaktree Capital Management

<div><div>Role Description:</div><div>
Manager will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. The candidate will work closely with investment professionals, legal and compliance, accounting and tax, technology, and reporting teams.</div><div>
Key responsibilities include: 
<ul><li>Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities</li><li>Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy</li><li>Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner</li><li>Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal</li><li>Assist in managing all banking, custodian and facility relationships across the credit platform</li><li>Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties</li><li>Develop a complete understanding of the roles and responsibilities, systems and processes across each internal functional group, and serve as a central point of contact between the Investment Team and the back office.</li><li>Partner with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process.</li><li>Participate in developing and documenting operational policies, procedures and controls</li><li>Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders</li><li>Support document management for private credit deals</li><li>Analyze process issues and bottlenecks to make improvements</li><li>Assist in process improvements and automation as well as the development of longer-term systemic solutions</li></ul></div><div></div><div>
Required Experience:</div><ul><li>8+ years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company</li><li>2+ years of experience in private credit investment operations and middle-office support, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances</li><li>Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending. Extensive knowledge of BSL market is a plus.</li><li>Strong knowledge of general finance, process documentation and cross functional operations</li><li>Solid analytical skills and ability to understand and resolve complex problems</li><li>Proficient in Microsoft Office with strong working knowledge of Microsoft Excel</li><li>Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion</li></ul><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>

Manager, Investment Ops Private

Mashreq

<div>
 Job Purpose:
 
 - The primary responsibility of this role is to engage with existing clients to promote the bank's investment offerings. This includes assisting clients in completing their investment transactions through the bank's digital platforms.
 
 - A key aspect of the position is to develop strategies that drive user adoption and engagement with the bank's investment products. This involves understanding client needs and behavior to effectively encourage greater use of these offerings.
 
 - The role is accountable for achieving KPIs related to investment penetration, growth in assets under management (AUM) and increasing the bank's investment revenues through proactive client engagement and targeted strategies.
 
 - Collaborate with internal stakeholders to create campaigns, educational content, and tools aimed at promoting awareness of investment products among clients.
 
 - Collecting and providing feedback based on customer interactions for continuous improvement. Insights gathered are used to enhance the digital journey and refine the investment offerings available to clients
</div>

Manager - Investment Specialist, NEO (Mashreq Global Network Pakistan)

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