Oaktree India
Oaktree India | Vice President, Regional Head of Treasury
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Job Highlights
Responsibilities
- This regional leadership role will provide daily oversight across the Treasury Operations, Liquidity Management, and Risk Management teams and activities while driving process excellence, scalability, and strategic transformation initiatives for Global Treasury.
- The role will partner closely with the Global Treasury team leads on their respective initiatives as well as the broader finance organization including the Investment teams, Fund Finance, Capital Solutions, Corporate Finance, Legal, Compliance, and external banking partners to ensure efficient and resilient global treasury management.
- Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
- Oversee regional Treasury Operations teams responsible for payments, bank account management, capital activity support, and treasury reporting.
- Oversee daily approval workflows related to payments, bank account requests, and account maintenance activities across platforms.
- Drive transparency across operational activities through dashboard reporting, metrics, and regular stakeholder communication.
- Manage escalation processes across treasury activities while coordinating closely with banking partners to resolve issues efficiently.
- Oversee global liquidity management processes in the region including liquidity forecasting, cash positioning, excess cash management, and debt-related activities.
- Partner with Finance and business stakeholders to optimize and improve cash reporting across entities and structures.
- Support development and enhancement of liquidity forecasting models, reporting capabilities, and cash management processes.
- Monitor global cash balances and banking structures to support efficient treasury management, operational scalability, intercompany settlements, and minimum cash balance requirements.
- Oversee Treasury-related financial risk management activities on the ground including monitoring and reporting for foreign exchange, interest rate risk, and counterparty risk exposures.
- Contribute to development and enhancement of Treasury policies, procedures, and risk management frameworks.
- Support governance, controls, and escalation related to Treasury risk activities and banking relationships.
- Lead and develop Treasury professionals fostering a collaborative, accountable, and high-performing team environment.
- Drive process improvement and transformation initiatives including technology-enabled solutions and automation opportunities.
- Lead organizational change initiatives ensuring milestones, communication, and implementation risks are effectively managed.
- Collaborate with teams across the Finance organization to identify and implement scalable operational improvements.
- Present liquidity, risk, and operational metrics, process improvement proposals, and strategic initiative outcomes to senior management.
- Support continued build-out and maturation of the Hyderabad Global Treasury function as a strategic center of excellence.
- Partner with internal stakeholders across Fund Finance and Investment Operations to oversee processes, internal risk applications, and workflows supporting the execution, reporting, and monitoring of risk management strategies, including foreign exchange hedging and ISDA-related activities
Requirements
- 12+ years of experience spanning multiple Treasury disciplines including liquidity management, treasury operations, and financial risk management.
- Experience managing global banking relationships including investment banks, custodians, and prime brokers.
- Experience within investment management, alternative asset management, banking, or global financial services environments preferred.
- Experience with financial platforms such as Treasury Management Systems (TMS), Order Management Systems (OMS), Geneva, and Workday preferred.
- Demonstrated track record leading process improvement or transformation for firmwide initiatives.
- Excellent verbal and written communication skills.
- Strong leadership and people management capabilities with the ability to motivate and develop teams.
- Highly organized and detail-oriented with the ability to manage multiple workstreams, priorities, and escalations simultaneously.
- Strong analytical, quantitative, and problem-solving skills.
- Strong technology orientation with an ability to drive automation and process enhancement initiatives.
- Ability to operate effectively in a fast-paced global environment.
- Bachelor’s degree required; advanced degree and/or investment-, risk-, or treasury-related certifications preferred.
About the company
Oaktree Capital Management
Oaktree was founded in Los Angeles in April 1995 by Howard Marks, Bruce Karsh, Larry Keele, Richard Masson and Sheldon Stone, who had earlier worked together at TCW. It manages money for institutional clients in alternative strategies, organised around credit, equity and real estate, and is known for distressed-debt investing. Brookfield bought a majority stake in 2019. In India, Oaktree opened an office in Mumbai in 2023 and a second one in Hyderabad's HITEC City in 2025, which lets it hire and develop staff locally to support clients and internal teams worldwide.
All the finance openings are in Hyderabad. They include fund accounting for real estate and for global, value and emerging markets opportunities funds, a fund accounting role in asset-based finance, revenue accounting, treasury risk, and a regional head of treasury. Roles range from manager to vice president. Postings generally ask for a bachelor's degree in accounting or finance, with ACA, CA or CPA preferred or strongly preferred, and the revenue accounting role asks for a Chartered Accountant with at least five years of experience.
