Senior Manager, Bank Relationship Management

Our CompanyOaktree 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 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 ManagementDevelop and maintain Oaktree's global banking strategy, including banking partner selection criteria, relationship governance standards, and service delivery expectationsServe as the primary relationship manager for Oaktree's Treasury banking partners, fostering senior-level relationships and acting as a strategic liaison across banking servicesEvaluate banking partner capabilities, financial strength, service quality, and strategic alignment through ongoing monitoring of creditworthiness, market developments, periodic relationship reviews, and annual service assessmentsRecommend enhancements to Oaktree's banking structure, service model, provider network, and banking relationships based on performance, strategic alignment, and evolving business needsBanking Analytics & ReportingDevelop 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 metricsEstablish and maintain governance scorecards, key performance indicators, and reporting repositories to improve transparency, consistency, and accessibility of banking relationship information across the enterpriseIdentify opportunities to automate reporting, data collection, and performance monitoring processes through technology-enabled solutions and partnerships with internal technology and data teamsDeliver analytical insights and recommendations to Finance leadership and business stakeholders to support banking strategy, relationship optimization, fee management, liquidity decisions, and partner selection activitiesCommercial Management & Strategic PartnershipsManage banking negotiations, pricing schedules, master service agreements, and related commercial arrangementsConduct benchmarking and analysis of banking fees, deposit rates, service offerings, and pricing structures to ensure competitive and cost-effective relationshipsPartner with Capital Solutions and banking partners to optimize credit capacity and support the firm's financing objectivesSupport strategic banking initiatives, RFP processes, onboarding of new banking services, and expansion of banking capabilitiesEscalation Management & Service ExcellenceServe as the central point of coordination for significant banking issues, service disruptions, operational challenges, and relationship escalationsLead troubleshooting, root-cause analysis, and remediation efforts involving banking partners and internal stakeholdersCoordinate resolution of complex issues while maintaining effective communication and stakeholder transparencyIdentify trends and opportunities to improve banking service delivery, operational resiliency, and client experience across the organizationLeadership & Enterprise PartnershipLead cross-functional initiatives involving Global Treasury, Finance, Operations, Legal, Compliance, Technology, and banking partners to deliver strategic outcomesInfluence stakeholders and drive alignment across multiple business functions while balancing enterprise priorities and banking relationship objectivesPrepare and support senior leaders for strategic banking engagements, relationship reviews, and executive-level meetings by providing relevant relationship insights, performance analysis, key discussion topics, and escalation considerationsSupport the continued evolution of Oaktree's global banking governance framework and Global Treasury organizationAdditional InformationSome travel is expected to support banking partner engagement, strategic reviews, and industry relationship management activities.Qualifications7-9 years of experience in Treasury, Corporate Banking, Transaction Banking, Cash Management, Banking Relationship Management, Treasury Consulting, or related financial services functionsExperience managing relationships with global financial institutions, custodians, investment banks, lenders, and transaction banking providersExperience leading reporting, analytics, data management, or automation initiatives within Treasury, Banking, Finance, or OperationsStrong understanding of banking products and services, including payments, liquidity management, cash management, account services, custody and prime brokerage, credit facilities, and online banking platformsExperience conducting banking performance reviews, service assessments, and relationship governance activitiesDemonstrated ability to influence stakeholders, manage complex initiatives, and drive issue resolution across multiple functionsExperience within investment management, alternative asset management, banking, or global financial services environments preferredExperience with Treasury Management Systems (TMS), banking portals, and financial reporting tools preferredPersonal AttributesExceptional relationship management, communication, and influencing skills with the ability to engage effectively with senior executives, banking partners, and cross-functional stakeholdersStrong analytical, quantitative, and problem-solving skills with the ability to translate complex data into actionable business insights and recommendationsData-oriented mindset with a passion for developing reporting frameworks, performance metrics, and scalable solutions to support decision-makingAbility to partner effectively with Technology, Engineering, and Data teams to translate business requirements into scalable reporting, automation, and data solutionsStrong commercial acumen and negotiation capabilities with the ability to balance service quality, risk considerations, and commercial outcomesStrategic thinker with the ability to balance long-term objectives and day-to-day executionAbility to manage multiple priorities and stakeholders in a fast-paced environment while maintaining strong attention to detailCollaborative, service-oriented mindset with strong professionalism, integrity, and a willingness to lead through influence across diverse teams and functionsEducationBachelor's degree required. Advanced degree and/or treasury, banking, finance, or risk-related certifications preferred.Base Salary Range$135,000 - $170,000In 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 PolicyOaktree 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 AngelesFor 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. #J-18808-Ljbffr Oaktree Capital Management, L.P.