Full-Time
Senior Manager
Bank Relationship Management
Updated on 8/1/2026
Oaktree Capital Management
1,001-5,000 employees
Global asset manager specializing in alternatives
Compensation Overview
$135k - $170k/yr
Los Angeles, CA, USA
In Person
Some travel is expected for banking partner engagement, strategic reviews, and industry relationship management.
 Finance & Banking (1) |
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- 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.
- Exceptional relationship management, communication, and influencing skills with senior executives, banking partners, and cross-functional stakeholders.
- Strong analytical, quantitative, and problem-solving skills with the ability to translate complex data into actionable business insights and recommendations.
- Ability to partner effectively with Technology, Engineering, and Data teams to translate business requirements into scalable reporting, automation, and data solutions.
- Strong commercial acumen and negotiation capabilities with the ability to balance service quality, risk considerations, and commercial outcomes.
- Ability to manage multiple priorities and stakeholders in a fast-paced environment while maintaining strong attention to detail.
- Bachelor's degree required.
- 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.
- 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.
- 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, request for proposal processes, onboarding of new banking services, and expansion of banking capabilities.
- 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.
- 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.
- Experience within investment management, alternative asset management, banking, or global financial services environments.
- Experience with Treasury Management Systems, banking portals, and financial reporting tools.
- An advanced degree and/or treasury, banking, finance, or risk-related certifications is preferred.
Oaktree Capital Management is a global asset manager that specializes in alternative investments, with a focus on credit, equity, and real estate. Its products are built from bottom-up, company-specific research to identify risk-controlled opportunities in sub-investment grade assets—such as high-yield bonds, distressed debt, senior loans, and convertible securities—and are assembled into portfolios managed for institutions seeking risk-adjusted returns. The firm differentiates itself through a long history in credit and distressed assets, a strict value-and-contrarian approach, and independence within the Brookfield Asset Management group since 2019, rather than relying on macro timing. Its goal is to deliver durable, risk-adjusted returns for institutional clients while growing assets under management within an independent Brookfield platform.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$3.3B
Headquarters
Los Angeles, California
Founded
1995
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Simplify's Take
What believers are saying
- Oaktree managed $223 billion as of December 31, 2025.[2]
- Its institutional client base spans pensions, insurers, sovereign wealth funds, and endowments.[9][10]
- Brookfield ownership expands capital access while preserving Oaktree's independent investment teams.[1]
What critics are saying
- Heavy credit exposure ties returns to distressed-debt and high-yield market cycles.[1][3]
- A liquidity shock would stall exits, reduce performance fees, and slow fundraising.[1][2]
- Brookfield control creates governance risk if capital allocation or incentives diverge.[1][10]
What makes Oaktree Capital Management unique
- Founded in 1995 by Howard Marks and Bruce Karsh from TCW Group.[10]
- Specializes in credit, equity, and real estate with risk-controlled, value-oriented investing.[1][10]
- Largest distressed-debt investor worldwide with a strong reputation in inefficient markets.[2][4]
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Benefits
Flexible Work Hours
401(k) Retirement Plan
Health Insurance
Wellness Program
Remote Work Options
Paid Vacation
Company News
IDF and Oaktree to invest $1.7 billion in Bloom Energy fuel cells to power AI infrastructure expansion - EQ. In Short: A $1.7 billion investment by IDF and Oaktree in Bloom Energy's fuel cell technology marks a major step toward meeting the soaring energy demands of artificial intelligence (AI) infrastructure. The investment will support deployment of high-efficiency fuel cells for data centres, enabling reliable, low-emission, and resilient power solutions as AI-driven computing capacity continues to expand globally. In Detail: The announcement that IDF and Oaktree will invest **$1.7 billion** in Bloom Energy's fuel cell technology represents one of the most significant investments in distributed power infrastructure designed specifically for the rapidly expanding artificial intelligence (AI) ecosystem. As AI applications continue to transform industries ranging from healthcare and finance to manufacturing and cloud computing, the demand for reliable, high-density electricity has reached unprecedented levels. Conventional electricity grids are increasingly struggling to accommodate the enormous power requirements of modern AI data centres, creating an urgent need for alternative energy solutions. The investment underscores growing confidence in fuel cell technology as a dependable, scalable, and cleaner source of electricity capable of supporting next-generation digital infrastructure. Artificial intelligence has emerged as one of the largest drivers of electricity demand worldwide. AI training models, high-performance computing clusters, cloud platforms, and hyperscale data centres require continuous power availability, often operating around the clock without interruption. Even a brief power outage can disrupt mission-critical computing operations, result in significant financial losses, and compromise service reliability. As AI adoption accelerates globally, technology companies are actively seeking power solutions that combine reliability, rapid deployment, operational efficiency, and lower carbon emissions. Bloom Energy's fuel cell systems are increasingly viewed as a viable solution capable of meeting these stringent performance requirements while reducing dependence on conventional grid infrastructure. Bloom Energy's solid oxide fuel cell technology generates electricity through an electrochemical process rather than conventional combustion, enabling high electrical efficiency and lower emissions compared to many traditional fossil-fuel-based generation systems. The technology can operate on multiple fuel sources, including natural gas, biogas, hydrogen blends, and potentially green hydrogen in the future. This operational flexibility makes fuel cells attractive for organizations seeking reliable power while pursuing long-term decarbonization goals. Unlike diesel generators commonly used for backup power, fuel cells can operate continuously as primary power sources, providing uninterrupted electricity with reduced local emissions, lower noise levels, and improved operational efficiency. The $1.7 billion investment is expected to accelerate the deployment of Bloom Energy systems across a growing network of AI-focused data centres and digital infrastructure facilities. Rather than relying solely on centralized power grids, operators are increasingly adopting distributed energy resources that can be installed close to the point of consumption. Such decentralized power systems reduce transmission losses, improve energy resilience, and minimize exposure to grid congestion or outages. Fuel cells also offer relatively fast deployment compared to constructing large centralized power plants or expanding transmission infrastructure, making them particularly attractive for rapidly growing AI campuses requiring immediate access to reliable electricity. The partnership between institutional investors and Bloom Energy reflects a broader shift in global infrastructure investment priorities. Financial institutions are increasingly recognizing that digital infrastructure and energy infrastructure are becoming deeply interconnected. Every expansion in AI computing capacity requires corresponding investments in power generation, energy storage, grid modernization, and transmission networks. By supporting advanced distributed power technologies, investors are positioning themselves to benefit from the long-term growth of AI while simultaneously contributing to the development of more resilient and sustainable energy systems capable of supporting future digital economies. Beyond supporting AI applications, the investment also highlights the expanding role of fuel cells in the broader energy transition. Distributed fuel cell systems can enhance grid resilience by reducing reliance on centralized generation and providing dependable electricity during emergencies or periods of grid instability. They can also complement renewable energy resources such as solar and wind by delivering continuous baseload power regardless of weather conditions. As hydrogen production technologies mature and clean hydrogen becomes increasingly available, fuel cells are expected to become even more environmentally sustainable, offering a pathway toward low-carbon power generation across multiple industrial and commercial sectors. The initiative may also stimulate further technological innovation and manufacturing expansion within the fuel cell industry. Increased capital investment enables companies like Bloom Energy to enhance research and development, improve manufacturing efficiency, expand production capacity, reduce system costs, and accelerate commercialization of next-generation fuel cell technologies. Such advancements could make fuel cell solutions more accessible to a broader range of customers, including hospitals, industrial facilities, telecommunications networks, universities, commercial buildings, and utility-scale energy projects seeking reliable, decentralized power solutions. From a global energy perspective, the transaction illustrates how the rapid growth of AI is reshaping investment strategies across the power sector. Governments, utilities, infrastructure developers, and technology companies are increasingly recognizing that traditional electricity networks alone may not be sufficient to support future AI-driven demand. Consequently, substantial investments are flowing into distributed generation, microgrids, energy storage systems, nuclear power, renewable energy, and advanced fuel cell technologies. This evolving landscape presents significant opportunities for innovative energy companies capable of delivering reliable, efficient, and environmentally responsible power solutions for the digital economy. The planned **$1.7 billion investment by IDF and Oaktree in Bloom Energy** represents more than a financial transaction - it signals the growing convergence of artificial intelligence, digital infrastructure, and advanced energy technologies. As AI continues to drive exponential growth in electricity consumption, dependable and sustainable power generation will become a strategic priority for economies worldwide. Bloom Energy's fuel cell platform is well positioned to play an increasingly important role in this transformation, providing resilient, scalable, and lower-emission electricity solutions that support the next generation of AI infrastructure while contributing to a more diversified and sustainable global energy ecosystem. Anand Gupta Editor - EQ Int'l Media Network
Castello SGR acquisition: Anima Holding completes full takeover. Castello SGR acquisition reached its final stage as Anima Holding completed the purchase of the remaining 20% stake from funds managed by Oaktree Capital Management. The transaction concludes a process that began in February 2023, when Anima acquired an initial 80% interest. With this latest step, the Italian asset manager now owns 100% of Castello SGR. Consequently, the company has strengthened its position in Italy's alternative investment sector. Anima invested €19 million to complete the acquisition through previously agreed put options. As a result, the company consolidated full control of one of Italy's leading real estate asset managers. The deal also reflects Anima's long-term strategy to expand its presence in alternative investments, especially in real estate and hospitality. Since the first acquisition in 2023, Castello SGR has experienced significant growth. Assets under management increased from €3.9 billion to €5.9 billion by the end of May 2026. This performance highlights the platform's ability to attract institutional capital. It also demonstrates its capacity to expand its investment portfolio. Moreover, the results confirm the resilience of the Italian real estate investment market despite a challenging macroeconomic environment. The Castello SGR acquisition further reinforces Anima's exposure to sectors with strong long-term potential. Castello manages more than 90 active funds and oversees over 400 assets across multiple property classes. Furthermore, the company serves more than 150 investors. This scale makes it one of Italy's ten largest real estate asset management companies. Hospitality remains one of Castello's core areas of expertise. The firm has built a strong track record in luxury hotel investments and alternative real estate strategies. Consequently, the acquisition gives Anima access to a specialised platform with deep sector expertise and strong asset management capabilities. As demand for hospitality and alternative real estate evolves, the integration of Castello SGR further strengthens Anima's position in one of Italy's most dynamic investment sectors.
Banco Plata has secured a $300 million financing extension from Oaktree, Macquarie Group, Fasanara Capital and Banco Covalto, building on a private credit line initially provided by Nomura in December. The funds will strengthen the bank's strategy and funding base during its growth phase in Mexico. The financing follows Plata's $250 million funding round in October, which doubled its valuation to $3.1 billion. Plata began its regulatory process to become a bank in 2022 and received operating approval in December 2024. "These are some of the most sophisticated institutional lenders globally, and their commitment to our platform reflects the funding structure we are building," said Marcos Kantt, Plata's finance director. The bank recently launched ETF and US stock trading functionality.
Milbank advised an ad hoc group of approximately 25 lenders on the $1.4 billion restructuring of TORM A/S, a listed Danish shipping company. The deal involved re-capitalising TORM's balance sheet and acquiring vessels owned by Oaktree Capital Management affiliates, making TORM one of the largest owner-operators of product tankers globally. The restructuring was implemented through an English law scheme of arrangement, with certain lenders agreeing to exchange debt for equity. The Milbank team was led by Financial Restructuring Group partners Peter Newman in London and Gerard Uzzi in New York, with support from multiple practice groups. Houlihan Lokey provided financial advice to the lender group, whilst Plesner offered Danish law counsel.
Does Ares private credit fund's record loss reshape the risk narrative for Ares Management (ARES)? The punchline. The article discusses the recent record loss experienced by a private credit fund managed by Ares Management, raising concerns about asset quality and valuation in the private credit market. It contrasts Ares's situation with that of its competitor, Oaktree, which is fulfilling its redemption requests, prompting scrutiny of Ares's risk and liquidity management in its credit strategies. Why you should read this. This article is relevant for understanding the implications of Ares Management's recent losses on its market position and risk narrative, especially in comparison to its competitors. Who this is for. This article targets institutional investors, credit analysts, and private equity professionals who are interested in the performance and risk management strategies of credit funds. Investor implications. The developments highlight potential vulnerabilities in Ares's credit management approach, which may affect investor confidence and impact the broader private credit market. Investors may need to reevaluate their positions and strategies given the contrasting performance among peers. Read the full article. For complete coverage and additional details, visit the original article published by simplywall.st.