Oaktree Capital Management, L.P. · 2 days ago
Associate, Legal and Operations - Investment Operations - Private
Los Angeles
Full-time
Onsite
Mid Level
$100K/yr - $130K/yr
3+ years expOaktree Capital Management is a leader among global investment managers specializing in alternative investments. The Associate will assist with private deal closing and manage KYC processes while coordinating with various teams to ensure compliance and efficiency in investment operations.
Business DevelopmentCreditFinanceFinancial Services
Responsibilities
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
Manage deal-related counterparty KYC/AML process, including coordinating requests with outside counsel, reviewing supplied documents, organizing the data and ensuring compliance with internal procedures
Manage inbound KYC requests with respect to Oaktree funds and accounts
Coordinate the execution of definitive deal documentation and appropriate file closing sets
Provide corporate finance legal support, including working with outside counsel, in-house lawyers, senior officers and investment professionals
Provide support on other transactional matters, including assisting with preparation of materials for quarterly meetings and other special projects
Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner
Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal closings, asset set up, investment monitoring and reporting accuracy
Support document management for private credit deals
Assist in process improvements and automation as well as the development of longer-term systemic solutions
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
Participate in cross-departmental initiatives to design and implement firm-wide procedures
Participate in developing and documenting operational policies, procedures and controls
Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders
Qualification
Required
3 years of relevant experience at a large law firm, preferably within a transactional practice in a paralegal-type role, and/or within the financial services or alternative asset management industry
Exceptional writing, drafting and interpersonal communication skills are mandatory
Candidate should be a self-starter with the ability to work independently with minimal supervision
Proven capability in analyzing complex data, evaluating information and drawing logical conclusions and demonstrated ability to identify key issues
Track record in planning and project management and in maintaining composure under pressure while meeting deadlines
Solid analytical skills and ability to understand and resolve complex problems
Proficient in Microsoft Office with strong working knowledge of Microsoft Excel
Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
Outstanding organization skills with extremely high attention to detail
Outstanding initiative and a strong work ethic
Responsible with a strong sense of dedication
Excellent interpersonal, verbal and written communication skills
Works well under pressure and with time constraints
Possesses strong integrity and professionalism
A Bachelor's degree relevant to position
Preferred
Exposure to KYC/AML regulations, investment funds, and corporate finance work, or any combination thereof, is a plus
Exposure to private credit investment operations, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms and data points is a plus
Benefits
Discretionary bonus incentives
Comprehensive benefits package
Flexible work arrangement
Company
Oaktree Capital Management, L.P.
Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.
1001-5000 employees
H1B Sponsorship
Oaktree Capital Management, L.P. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (2)
2023 (5)
2022 (7)
2021 (4)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-03-13Acquired
2012-04-12IPO
Leadership Team
Armen Panossian
Co-CEO and Portfolio Manager
Robert O'Leary
Co-CEO and Portfolio Manager, Global Opportunities
Recent News
Alternative Credit Investor
2026-01-16
2026-01-16
Company data provided by crunchbase