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,