Senior Vice President
About The Position
Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 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. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/
Requirements
- 5-8 years of relevant experience in a client-facing role in institutional asset management
- Exposure to and a strong interest in credit investing, leveraged finance, or private markets
- Experience interacting with clients, investment teams and investors
- Highly effective communication skills (written and verbal)
- Ability to exercise good judgment regarding investor requests
- Strong project management and teamwork skills
- FINRA licenses (Series 7 and 63)
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
Nice To Haves
- MBA, CFA or other recognized advanced credentials is a plus.
Responsibilities
- Prepare responses to investor inquiries relating to portfolio investments, performance, and positioning; and anticipate what investors may want to know based on market backdrop and relationship context
- Participate in regular client updates on portfolios to learn how we communicate with clients and manage relationships
- Partner closely with Client Relationship Managers (CRMs) and Investment Specialists to support investor engagement efforts
- Support LPAC processes and related investor governance activities
- Develop the skills to be a credible, client-facing extension of the investment teams with time and experience
- Partner with Global Client Group to support fundraising and client engagement efforts, including in forming fundraising narrative
- Provide product and portfolio expertise in the LP diligence process
- Support co-investment processes, including investor communication and coordination
- Contribute to customized client solutions (e.g., separate accounts), working alongside Global Client Group and investment team
- Contribute to a high-performing investor relations team by maintaining strong attention to detail and execution quality
- Track deliverables and timelines to ensure timely reply to clients and timely completion of materials
- Identify required information and coordinate across investment team, reporting teams, Global Client Group and other stakeholders to collate required information and present it to investors
- Take ownership of the quality of the end-product, even when multiple teams have contributed
- Demonstrate a proactive approach to problem-solving
- Develop a strong understanding of portfolio holdings, strategy positioning, and market dynamics
- Support the team in synthesizing investment insights into clear, client-ready materials
- Contribute to written commentary regarding the portfolios, building the foundation to participate more actively in client discussions over time
- Demonstrate sound judgment with respect to sensitive, client-facing matters, and coach more junior members of the team in the same
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What This Job Offers
Job Type
Full-time
Career Level
Senior
