Senior Associate, Capital Solutions/Portfolio Company Facilities Management
Apply NowCompany: Oaktree Capital Group, LLC
Location: Los Angeles, CA 90011
Description:
Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of September 30, 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.
For additional information please visit our website at www.oaktreecapital.com.
Responsibilities
Oaktree has created a centralized capital solutions team in 2025 and is seeking a Senior Associate to assist with the management of portfolio company credit facilities across all our funds. The Capital Solutions team is newly formed in 2025 and has the mandate to centralize financing across the firm, with tremendous white space to create a new business within a long-established asset manager. This is a fantastic career track opportunity to join a lean team working directly with senior leadership. It is an opportunity to join a new 4-person team. This person has the option to be based in either the Los Angeles or New York office.
1. Assist with transaction execution & structuring of portfolio company credit facilities:
2. Build effective working relationships with banks and internal stakeholders
3. Reporting and Data Management:
Qualifications
Personal Attributes
Education
Bachelor's degree required.
Base Salary Range
$180,000 - $250,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
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.
Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of September 30, 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.
For additional information please visit our website at www.oaktreecapital.com.
Responsibilities
Oaktree has created a centralized capital solutions team in 2025 and is seeking a Senior Associate to assist with the management of portfolio company credit facilities across all our funds. The Capital Solutions team is newly formed in 2025 and has the mandate to centralize financing across the firm, with tremendous white space to create a new business within a long-established asset manager. This is a fantastic career track opportunity to join a lean team working directly with senior leadership. It is an opportunity to join a new 4-person team. This person has the option to be based in either the Los Angeles or New York office.
1. Assist with transaction execution & structuring of portfolio company credit facilities:
- Arranging a combination of private credit, syndicated loan, Term Loan A, high yield debt and revolving credit facilities to support portfolio company purchase, acquisitions and refinancing
- Arranging and running financing processes for portfolio companies; interface with deal team and management to put together the data room, company model, marketing materials, construction of lender grid and management of various institutions during that process
- Coordinate with lenders, external counsel and internal teams (accounting, legal, finance, investment teams, tax, KYC) to facilitate transaction documentation and compliance
- Maintain standard execution processes
- Monitor facilities after placement and make recommendations on refinancing or repricing as appropriate
2. Build effective working relationships with banks and internal stakeholders
- Serve as internal contact for fund finance inquiries from portfolio managers, relationship managers, investment professionals, corporate and accounting teams
3. Reporting and Data Management:
- Prepare presentations and reports for internal stakeholders and external partners, ensuring accuracy and clarity
- Assist with the creation and maintenance of a master data base for portfolio company finance facilities and documentation terms
- Assist with implementation of 3rd party workflow management software
- Maintain and oversee the wallet share and legal fee tracking database, handling regular and ad hoc reporting requests
- Liaise with data management, information solutions to automate as much of the work as possible
Qualifications
- A minimum of 6 years of business experience, which may include a background in investment banking, private credit lending and capital markets
- Outstanding analytical and project management skills
- Ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
- Expertise at reviewing complex financial models
- The individual must have exceptional financial modeling skills and be very advanced in the use of Microsoft Excel, PowerPoint, Power BI/Python/Database experience is preferred
- Experience in preparing marketing materials and workflow process for portfolio company financings
Personal Attributes
- The successful candidate must demonstrate considerable initiative and be a self-starter
- The candidate must have excellent written, verbal, and interpersonal communication skills
- The individual will be team-oriented and collaborative and must possess strong integrity and professionalism
- Ability to interface with different stakeholders and demonstrate strong problem-solving skills
Education
Bachelor's degree required.
Base Salary Range
$180,000 - $250,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
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.