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 http://www.oaktreecapital.com/

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 Management & Strategic Partnerships

• •Manage banking negotiations, pricing schedules, master service agreements, and related commercial arrangements
• •Conduct benchmarking and analysis of banking fees, deposit rates, service offerings, and pricing structures to ensure competitive and cost-effective relationships
• •Partner with Capital Solutions and banking partners to optimize credit capacity and support the firm's financing objectives
• •Support strategic banking initiatives, RFP processes, onboarding of new banking services, and expansion of banking capabilities

Escalation Management & Service Excellence

• •Serve as the central point of coordination for significant banking issues, service disruptions, operational challenges, and relationship escalations
• •Lead troubleshooting, root-cause analysis, and remediation efforts involving banking partners and internal stakeholders
• •Coordinate resolution of complex issues while maintaining effective communication and stakeholder transparency
• •Identify trends and opportunities to improve banking service delivery, operational resiliency, and client experience across the organization

Leadership & Enterprise Partnership

• •Lead cross-functional initiatives involving Global Treasury, Finance, Operations, Legal, Compliance, Technology, and banking partners to deliver strategic outcomes
• •Influence stakeholders and drive alignment across multiple business functions while balancing enterprise priorities and banking relationship objectives
• •Prepare 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 considerations
• •Support the continued evolution of Oaktree's global banking governance framework and Global Treasury organization

Additional Information

Some travel is expected to support banking partner engagement, strategic reviews, and industry relationship management activities.

Qualifications

• •7-9 years of experience in Treasury, Corporate Banking, Transaction Banking, Cash Management, Banking Relationship Management, Treasury Consulting, or related financial services functions
• •Experience managing relationships with global financial institutions, custodians, investment banks, lenders, and transaction banking providers
• •Experience leading reporting, analytics, data management, or automation initiatives within Treasury, Banking, Finance, or Operations
• •Strong understanding of banking products and services, including payments, liquidity management, cash management, account services, custody and prime brokerage, credit facilities, and online banking platforms
• •Experience conducting banking performance reviews, service assessments, and relationship governance activities
• •Demonstrated ability to influence stakeholders, manage complex initiatives, and drive issue resolution across multiple functions
• •Experience within investment management, alternative asset management, banking, or global financial services environments preferred
• •Experience with Treasury Management Systems (TMS), banking portals, and financial reporting tools preferred

Personal Attributes

• •Exceptional relationship management, communication, and influencing skills with the ability to engage effectively with senior executives, banking partners, and cross-functional stakeholders
• •Strong analy