Analyst/Associate, Product Strategy (Liquid Credit)

Oaktree Capital Management•Los Angeles, CA

53d

About The Position

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 This role will be aligned to Oaktree's liquid credit platform. This individual will support these strategies, at the direction and under supervision of our senior product specialists, to help support fundraising strategy and development/ongoing enhancement of marketing collateral. The candidate will be expected to develop internal subject matter expertise regarding our strategies' approach, areas of focus and portfolios. This position will also benefit from the resources of the broader product specialist team at Oaktree.

Requirements

1-3 years of relevant experience preferably within an institutional asset management, investment banking, consulting or product management role; 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
Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment
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 appropriate 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
Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency
Demonstrate the ability to interact confidently with 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
Bachelor's degree (major in Finance, Business, Economics, or related field preferred).

Nice To Haves

prior client-facing experience is a plus

Responsibilities

Contribute to the design, creation and management of product reporting and collateral for internal and external consumption, including performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, insights pieces, talking points etc.)
Respond to or provide 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
Support technical product/investment-related investor requests and the completion of due diligence questionnaires in partnership with Oaktree's diligence and reporting team
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.
Assist with product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events
Assume project management responsibilities related to new product launches or other initiatives
Ensure all communications are fully compliant with industry regulations and firm standards
Support the preparation of market research on current and prospective product offerings
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

Benefits

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.

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