Senior Associate/Assistant Vice President, Product Strategy

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 1,400 employees and offices in 25 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 Strategy team is a part of Oaktree’s Business Development organization with responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree’s strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement.

For more information, visit: www.oaktreecapital.com

Responsibilities

This role will be primarily aligned to Oaktree’s Special Situations and Power Opportunities strategies. This individual will work in close partnership with Oaktree’s Capital Formation and investment teams to: lead the development and ongoing enhancement of the strategy’s collateral suite, serve as the subject matter expert for client inquiries related to the Special Situations and Power Opportunities strategies, assist in the project management and execution of various fundraising activities, perform market demand assessments, shape fundraising strategy, and launch new products. This candidate will likely spend considerable time with investment team members and will leverage resources of the broader Product Strategy team at Oaktree.

Selected responsibilities include:

Product Strategy

• Design, create and manage product reporting and collateral suite for internal and external consumption, including performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, insights pieces, talking points etc.)
• Improve existing content or develop new materials based on industry, asset class, or competitor trends
• Assume project management responsibilities related to new product launches or other initiatives
• Support fundraising strategy in partnership with the Capital Formation team and track ongoing client engagement/feedback
• Support clients and prospects with product-related inquiries; responsible for articulating current positioning and outlook, recent market activity and material portfolio events to help retain and grow client assets
• Support of technical product/investment-related investor requests; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team
• Alongside the senior product specialist, develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others.
• Support product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events
• Provide internal training and resources to the Capital Formation team detailing the market opportunity, competitive advantages, and current fund strategy and positioning
• Ensure all communications are fully compliant with industry regulations and firm standards

Product Development

• Support the preparation of market research and demand assessments on current and prospective product offerings
• Partner with the senior Product Specialists, Capital Formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution
• Support the formation and oversight of separate accounts designed to achieve client needs and objectives
• Develop internal materials or analysis to support new product ideas

Qualifications

• 4-7 years of relevant experience preferably in investment banking, institutional asset management, or consulting; prior client-facing experience is a plus
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
• 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;
• Proven ability to interact directly with clients, portfolio managers and senior leadership; must demonstrate a high service-orientation;
• Experience operating a function and/or designing or improving processes;
• Superior communication skills, both written and verbal.
• 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 investment, legal, accounting, compliance, and aspects of Oaktree’s product offerings
• 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: $145,000 - $170,000

Assistant Vice President: $175,000 - $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.