Assistant Vice President, Transformation/Project Management

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.

Scope and responsibilities:

The position Assistant Vice President is within the Business Transformation/Project Management team of the Finance Operations department. This person will own and deliver on process and technology improvement projects that are transformational to the CFO organization

Typical responsibilities include:

• Serve as a liaison and advisor to all business, IT and third party vendors on an ongoing basis; supporting strategic priorities and managing expectations
• Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress
• Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s)
  • This is inclusive of adjusting communication styles and presentations to the audience need(s)
• Gather, document, analyze and draw conclusions regarding complex data and information; present findings to various audiences in a consumable presentation
• Work closely with leadership to operationalize initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines, OKRs, and tasks, including:
  • Create and own project plan, success metrics through OKRs, project charter and other artifacts
  • Plan and facilitate working sessions with business and IT stakeholders
  • Develop new processes in collaboration with business; document and deliver trainings for business as usual (BAU) team
  • Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action
  • Facilitate and drive working sessions with business stakeholders to capture business processes
• Manage multiple viewpoints from business stakeholders across departments to build consensus and achieve positive outcomes to achieve the intended goal(s)
• Serve as subject matter expert (SME) for the procedure, process, or technology within the scope of project responsibility
• Continuously identify opportunities and make actionable recommendations to improves processes and standards of the Finance Operations team; employing best practices to ensure optimal value delivery
• Serve as player-coach within the Finance Operations team

Experience required:

• 8+ years business analysis experience within the financial services or professional services /consulting industry;
• Track record in project management, change management, advisory (management consulting), and/or process improvement;
• Solid analytical skills and ability to understand and resolve complex problems;
• Effective communication skills and ability to tailor communications to different audiences
• Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment
• Experience in working with large sets of data including data manipulation in logical data structures and reconciliations;
• Expertise in Microsoft Excel, Word, PowerPoint, Confluence, Monday.com, and Visio

Personal attributes:

• Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds.  He or she is known for doing what is best irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers.
• Communication; strong interpersonal, verbal, and written communication skills; ability to prepare and present complex material. Able to provide transparency in communication style to appropriate audiences.   
• Independence & Collaboration; experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns.
• Work Ethic; focus