Senior Associate / Assistant Vice President, Product Specialist Group

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 1200 employees and offices in 24 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 Specialist Group (PSG) is part of Oaktree’s Client Relations organization. Product Specialists within the group act as subject-matter experts for Oaktree’s investment strategies.

The group’s core mission is twofold:

• To deepen and expand Oaktree’s client relationships through clear, consistent, proactive, and responsive communication
• To support and advance the firm’s business development objectives

Product Specialists are responsible for a range of strategic and client-facing initiatives, including:

• Shaping and articulating the strategy and positioning of Oaktree’s investment products
• Leading client-centric product development initiatives
• Creating, refining, and managing materials that effectively communicate Oaktree’s investment philosophy, capabilities, and portfolio activity
• Responding to product-specific investor inquiries
• Delivering portfolio reviews  
• Developing and delivering marketing programs and thought leadership content

This role will be specifically aligned with Oaktree’s flagship Global Opportunities strategy—the largest within the firm’s Opportunistic Credit platform (formerly known as the Distressed Debt platform)—now in its twenty-seventh vintage. The Global Opportunities strategy traces its roots back to 1988 and benefits from the investment team’s deep expertise in distressed debt and restructurings. With a broad and flexible investment mandate, the Global Opportunities strategy has built a thirty-six-year track record that, in our view, exemplifies risk control and consistent performance in action.

For additional information please visit our website at www.oaktreecapital.com

Responsibilities

Product Marketing / Fundraising

• Lead the design, creation or improvement of fundraising-related product/strategy content (e.g., pitch books and presentations, competitor analyses, talking points, thought pieces)
  • Improve existing content or develop new materials based on industry, asset class, or competitor trends
  • Learn compliance and related industry advertising rules to assist in the creation of compliant content (may include creating supporting documentation in partnership with other Oaktree departments)
  • Assume project management responsibilities related to new product launches or other initiatives

Product Investor Relations / Client Servicing

• Prepare standard content (e.g., brochures and portfolio review materials) and custom presentations to be used with investors during update meetings, at client conferences, etc.
  • Assist with collateral, reporting, or website maintenance routines as needed
  • Identify and implement improvements to data aggregation or reporting processes in partnership with Portfolio Analytics Risk and Reporting team
• Craft product/strategy commentary or investment performance commentary
• Respond to or providing 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
• Prepare content as part of the firm’s bi-annual client conference and other programming/event initiatives
• Support Corporate Communications & Branding team to deliver relevant client events, conferences, or other programs

Product Development

• Work closely with marketing representatives, investment professionals, and other internal stakeholders to research, propose and implement new product ideas, bespoke client solutions or new investor channels for product distribution
• Contribute to internal materials or analysis for new prod