Assistant Vice President, Fund Attorney

Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of December 31, 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

• Prepare and negotiate side letters, subscription agreements and other ancillary documents for commingled funds (e.g., LPA amendments, PPM supplements, investment management agreements, guarantees)
• Assist with preparation and negotiation of fund offering documents, including private placement memoranda, limited partnership agreements and distribution agreements
• Negotiate third party trading agreements (e.g., prime brokerage agreements, ISDAs)
• Negotiate fund credit facilities
• Prepare amendments to fund documents and supervise consent solicitations
• Coordinate with and advise other departments regarding operational implications of governing documents
• Review marketing and client reporting materials in coordination with the Compliance Department, including RFPs, webcasts, brochures and one-off requests
• Qualify funds to trade in applicable non-U.S. jurisdictions
• Monitor and address regulatory developments on a global basis
• Participation in cross-departmental initiatives to implement new firm-wide procedures
• Provide transaction support, including reviewing deal documentation and term sheets, assisting with transaction structuring, assisting with HSR and other regulatory filings, preparing Sections 13 and 16 filings, negotiating fund guarantees and restructurings, reviewing transaction documents, and assisting with deal-related trade support and compliance issues
• Provide litigation support, including assistance with preparation of pleadings and other litigation materials, interactions with investment teams, law firms, insurance carriers, and other internal and external parties
• Assisting client services in addressing legal questions that are received from current fund investors
• Oversee confidentiality agreement review process
• Supervise outside counsel and Oaktree legal assistants and paralegals in connection with the above and other similar assignments 

Qualifications

• 2-4 years transactional legal experience with a top law firm and/or within the financial services or asset management industry;
• Fund formation experience is a plus;
• Strong history of exercising good business judgment; and
• Proficiency in Microsoft Office products including Word, Outlook and Excel, as well as other business software

Personal Attributes

• Must be a team player and possess a high level of integrity
• Must be highly collaborative and organized
• Candidate should have strong initiative and be a self-starter with the ability to work with minimal supervision
• The candidate must possess excellent verbal, written and interpersonal communication skills

Education

• Law degree from a top university is required.
• Must be a licensed attorney in the State of California (or other jurisdiction and prepared to sit for California bar exam if necessary).

Base Salary Range

$200,00- $225,000

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.