Vice President, Private Credit Product Specialist

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 aligned to Oaktree’s Global Private Debt strategies and the candidate will be expected to develop subject matter expertise regarding our strategies’ investment approach, areas of focus and portfolios.  This individual will work in close partnership with Oaktree’s capital formation and private credit investment teams to: perform market demand assessments, shape fundraising strategy, launch new products, and lead the development and ongoing enhancement of the strategy’s collateral suite. This candidate will be expected to attend investment team meetings and spend considerable time with the portfolio manager(s) of the strategy. This position will also benefit from the resources of the broader product strategy team at Oaktree.

Selected responsibilities include:

Product Strategy

• Coordinate fundraising strategy in partnership with the capital formation team and track ongoing client engagement/feedback
• Serve as a subject matter expert for the relevant strategies and funds, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others
• 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
• 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, etc.)
• Have ownership of technical product-related investor requests, liaising directly with the relevant investment team; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team
• Lead 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

• Conduct market research and demand assessments on current and prospective product offerings
• Partner with the capital formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution
• Lead 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

• 7-10 years of relevant experience preferably within the investment banking, institutional asset management or consulting industries; client-facing experience required
• 2+ years in a client-facing product specialist role
• Deep understanding of credit and broader financial markets
• Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
• Highly resourceful and 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
• Fluency with MS Office suite for creating client-facing and internal deliverables
• Experience managing multiple projects simultaneously and working collaboratively as part of a team
• Superior communication skills, both written and verbal
• FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe

Personal Attributes

The successful candidate should:

• Be highly motivated to succeed and to foster the continued success of his/her teammates and Oaktree’s Global Private Debt platform
• Be intellectually curious and a student of financial markets
• Have excellent interpersonal and communication skills (verbal and written) – must show aptitude for explaining technical concepts clearly and simply to clients
• Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects
• Be highly collaborative in the execution of your work product
• Be a self-starter who originates ideas, and identifies and captures opportunities
• Possess outstanding attention to detail and superior organizational skills
• Have strong integrity, professionalism and dedication to excellence
• Value differences and uphold all other Oaktree core values
• Excel in a demanding, fast-paced environment while maintaining the highest quality standards
• Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency

Education

Bachelor’s degree (major in Finance, Business, Marketing, Communications or related field preferred). MBA, CFA or other recognized advanced credentials a plus

Base Salary Range

$190,000 - $225,000

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.