Senior Associate / Assistant Vice President, Product Specialist Group

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. 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 24 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.

The Product Specialist Group (PSG) is part of Oaktree’s Client Relations organization. Product Specialists within the group act as subject-matter experts for Oaktree’s investment strategies.

The group’s core mission is twofold:

• To deepen and expand Oaktree’s client relationships through clear, consistent, proactive, and responsive communication
• To support and advance the firm’s business development objectives

Product Specialists are responsible for a range of strategic and client-facing initiatives, including:

• Shaping and articulating the strategy and positioning of Oaktree’s investment products
• Leading client-centric product development initiatives
• Creating, refining, and managing materials that effectively communicate Oaktree’s investment philosophy, capabilities, and portfolio activity
• Responding to product-specific investor inquiries
• Delivering portfolio reviews  
• Developing and delivering marketing programs and thought leadership content

This role will be specifically aligned with Oaktree’s flagship Global Opportunities strategy—the largest within the firm’s Opportunistic Credit platform (formerly known as the Distressed Debt platform)—now in its twenty-seventh vintage. The Global Opportunities strategy traces its roots back to 1988 and benefits from the investment team’s deep expertise in distressed debt and restructurings. With a broad and flexible investment mandate, the Global Opportunities strategy has built a thirty-six-year track record that, in our view, exemplifies risk control and consistent performance in action.

For additional information please visit our website at www.oaktreecapital.com

Responsibilities

Product Marketing / Fundraising

• Lead the design, creation or improvement of fundraising-related product/strategy content (e.g., pitch books and presentations, competitor analyses, talking points, thought pieces)
  • Improve existing content or develop new materials based on industry, asset class, or competitor trends
  • Learn compliance and related industry advertising rules to assist in the creation of compliant content (may include creating supporting documentation in partnership with other Oaktree departments)
  • Assume project management responsibilities related to new product launches or other initiatives

Product Investor Relations / Client Servicing

• Prepare standard content (e.g., brochures and portfolio review materials) and custom presentations to be used with investors during update meetings, at client conferences, etc.
  • Assist with collateral, reporting, or website maintenance routines as needed
  • Identify and implement improvements to data aggregation or reporting processes in partnership with Portfolio Analytics Risk and Reporting team
• Craft product/strategy commentary or investment performance commentary
• Respond to or providing information on product- or strategy-specific inquiries and requests under the direction of Product Specialist professionals
  • Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate
  • Coordinate with the appropriate internal resources when information is not readily available
• Prepare content as part of the firm’s bi-annual client conference and other programming/event initiatives
• Support Corporate Communications & Branding team to deliver relevant client events, conferences, or other programs

Product Development

• Work closely with marketing representatives, investment professionals, and other internal stakeholders to research, propose and implement new product ideas, bespoke client solutions or new investor channels for product distribution
• Contribute to internal materials or analysis for new products
• Research and prepare analysis regarding competitive landscape or precedent case studies

Qualifications

• 3-5 years of experience preferably within investment banking, institutional asset management or consulting; prior client-facing experience a plus;
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
• Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment
• FINRA licenses (Series 7 and 63), or the ability to obtain them within a compressed timeframe

Personal Attributes

• Have the ability to quickly develop a deep understanding of the legal, accounting, compliance, and investment aspects of Oaktree’s product offering
• Exhibit outstanding attention to detail and exceptional organizational skills
• Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts  
• Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with limited oversight
• Thrive in a dynamic, high-rigor environment where responsibilities may shift daily
• Be highly resourceful, exercising sound judgment in responding to investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary
• Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution
• Be highly motivated to succeed and committed to supporting the success of teammates
• Excel in a fast-paced, demanding environment while maintaining exceptional quality standards
• Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency
• Demonstrate the ability to interact confidently with clients, investment professionals, and senior leadership
• Uphold the highest standards of integrity, professionalism, and dedication to excellence
• Embrace diversity and uphold all core values of Oaktree

Education

Bachelor’s degree (major in Finance, Business, Economics, or related field preferred).

Base Salary Range

Senior Associate: $130,000 - $160,000

Assistant Vice President: $155,000 - $200,000

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.