Senior Manager, Bank Relationship Management

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 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.

Global Treasury offers integrated, enterprise solutions for bank administration, payments execution, liquidity and risk management across all Oaktree entities and investment strategies. By centralizing these core functions for our key stakeholders, Treasury aims to enhance operational efficiency, reduce costs, increase yields on excess liquidity, and ensure disciplined, firm-wide risk management.

For additional information, please visit Oaktree’s website at Responsibilities Oaktree is seeking a Senior Manager of Bank Relationship Management to lead Global Treasury’s banking relationship strategy and governance framework across a global network of financial institutions. This role serves as the primary liaison between Global Treasury and its banking partners, ensuring banking services effectively support the firm's treasury operations, liquidity management, risk management, investment activities, and strategic growth initiatives.

The successful candidate will be responsible for developing and executing Oaktree's banking strategy, overseeing banking partner performance evaluation frameworks, and building scalable reporting, analytics, and governance processes across the firm's banking network. A key responsibility will be establishing and enhancing the bank relationship management infrastructure, including the development of centralized reporting and data management capabilities related to bank balances, interest rates, fee structures, service utilization, and banking partner performance.

The role will be expected to identify opportunities to streamline and automate reporting processes, improve data transparency, and deliver actionable insights to Finance leadership and business stakeholders while leveraging Oaktree's global banking relationships and enterprise scale to enhance service delivery, optimize commercial outcomes, and support the firm's financing and liquidity objectives.

This role will collaborate closely with internal stakeholders including Finance, Investment and Trading Operations, Capital Solutions, Legal, Compliance, and external banking partners.

Banking Strategy & Relationship Management Develop and maintain Oaktree's global banking strategy, including banking partner selection criteria, relationship governance standards, and service delivery expectations

Serve as the primary relationship manager for Oaktree's Treasury banking partners, fostering senior-level relationships and acting as a strategic liaison across banking services

Evaluate banking partner capabilities, financial strength, service quality, and strategic alignment through ongoing monitoring of creditworthiness, market developments, periodic relationship reviews, and annual service assessments

Recommend enhancements to Oaktree's banking structure, service model, provider network, and banking relationships based on performance, strategic alignment, and evolving business needs

Banking Analytics & Reporting Develop and maintain the firm's bank relationship management reporting framework, including centralized reporting across bank balances, interest rates, earnings credits, fee structures, service utilization, and banking partner performance metrics

Establish and maintain governance scorecards, key performance indicators, and reporting repositories to improve transparency, consistency, and accessibility of banking relationship information across the enterprise

Identify opportunities to automate reporting, data collection, and performance monitoring processes through technology-enabled solutions and partnerships with internal technology and data teams

Deliver analytical insights and recommendations to Finance leadership and business stakeholders to support banking strategy, relationship optimization, fee management, liquidity decisions, and partner selection activities

Commercial…