Associate, Credit Product Specialist

Our Company

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

The Product Specialist Group (“PSG”) is a part of Oaktree’s Client Relations organization and is responsible for (i) creating, refining and managing content that effectively conveys our strategies’ investment approach, capabilities and portfolio activity; (ii) responding to existing and prospective investor requests for information; (iii) delivering marketing programming and thought leadership to raise awareness about Oaktree’s offerings and broad platform capabilities; and (iv) assessing and supporting development of new product opportunities and (v) eventually, after acquiring and demonstrating expertise, serve as a surrogate for Oaktree portfolio managers in some client interactions..

This role will be aligned to Oaktree’s liquid and multi-asset credit strategies and will support those areas at the direction and under the supervision of our liquid credit product management professionals. The candidate will be expected to develop internal subject matter expertise regarding our strategies’ approach, areas of focus and portfolios. Selected responsibilities include:

• Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries) by:
  • Building and maintaining presentations including standard or custom materials
  • Searching for and highlighting relevant sell-side analysis and third-party data for use in presentations
  • Crafting commentary, including in response to client inquiries, prospect RFPs/due diligence questionnaires (in partnership with the Diligence Services team), quarterly letters and other investor communications
  • Incorporating industry, asset class or competitor trends in new or existing materials
  • Collaborating with other product specialists as well as other Oaktree departments to standardize, streamline or improve content
  • Learning compliance and related industry advertising rules to assist in the creation of compliant content
• Support fundraising initiatives by:
  • Partnering with our Marketing and investment team on strategic planning, inclusive of research on LPs
  • Building relationships with our Marketing team and driving follow-up where relevant and appropriate
  • Researching and preparing analysis regarding competitive landscape
  • Gathering intel regarding the market reaction to our products and refining messaging/strategy content accordingly to improve traction
  • Supporting and/or conducting Marketing Rep education about the strategies, throughout a fundraising campaign
• Participate in product-related investor calls and meetings, including portfolio reviews, fund webcasts, etc.
• Work with the Corporate Communications & Branding team to identify and deliver client events, conferences, or other programs
• Contribute to product development initiatives by:
  • Researching, proposing and implementing new product ideas, bespoke client solutions or new investor channels for product distribution
  • Funneling market intelligence back to Oaktree’s investment teams and senior leadership (i.e., competitor activity, evolution and changes in investor demand, industry responses to policy, etc.)

Qualifications

• 2 to 4 years of relevant experience in an investment banking, institutional asset management, consulting, financial writing or product/investment specialist role;
• Proven ability to (1) quickly develop expertise and fluency in complex financial topics, (2) interact directly with sophisticated stakeholders in a financial services setting, and (3) demonstrate a high service-orientation;
• Fluency with MS Office suite for creating client-facing and internal deliverables to include PowerPoint, Excel and Teams; and
• Experience managing multiple projects simultaneously, meeting deadlines and working collaboratively as part of a team.

Personal Attributes

The successful candidate should:

• Be an engaging, economical, coherent and creative writer, visual communicator and story teller;
• Be intellectually curious and consider themselves a student of the markets;
• Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects;
• Desire to be in a dynamic role with a high level of rigor and where the work may change day-to-day;
• Maintain a positive attitude where others might become frustrated;
• Possess outstanding attention to detail and superior organizational skills;
• Have strong integrity, professionalism and dedication to excellence;
• Value differences and uphold all other Oaktree core values;
• Have high situational awareness and the ability to adapt message and communication style to the audience and circumstances;
• Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.
• Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;
• Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, do homework, and only expend internal resources of the firm for the most relevant, needed situations;

Education

Bachelor’s degree with a record of academic excellence. MBA, CFA (or progress toward CFA), CAIA, or other recognized advanced credentials a plus

Base Salary Range

$110,000 - $125,000

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.