Senior Associate/Assistant Vice President, Product Strategy

Oaktree Capital Management • Los Angeles, CA

75d • $145,000 - $200,000

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.

Requirements

• 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).
• 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.
• Proven ability to interact directly with clients, portfolio managers and senior leadership.
• Experience operating a function and/or designing or improving processes.
• Superior communication skills, both written and verbal.
• Strong project management and teamwork skills.

Nice To Haves

• FINRA licenses (Series 7 and 63), or the ability to obtain them within a compressed timeframe.

Responsibilities

• Design, create and manage product reporting and collateral suite for internal and external consumption, including performance/market commentary and other investor communications.
• 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.
• Support of technical product/investment-related investor requests; support the completion of due diligence questionnaires.
• Develop subject matter expertise for the relevant strategies, including philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance.
• 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.
• 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.
• 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

• Competitive base salary.
• Discretionary bonus incentives.
• Comprehensive benefits package.
• Flexible work arrangement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree