Senior Associate, Credit Product Specialist

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of December 31, 2024. 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 23 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 our website at www.oaktreecapital.com

Responsibilities

The Product Specialist Group (“PSG”) is a part of Oaktree’s Client Relations organization and is responsible for (i) creating, refining and managing content that effectively conveys our strategies’ investment approach, capabilities and portfolio activity; (ii) responding to existing and prospective investor requests for information; (iii) delivering marketing programming and thought leadership to raise awareness about Oaktree’s offerings and broad platform capabilities; and (iv) assessing and supporting development of new product opportunities and (v) eventually, after acquiring and demonstrating expertise, serve as a surrogate for Oaktree portfolio managers in some client interactions..

This role will be aligned with Oaktree’s structured credit and asset-backed finance strategies. Oaktree’s Structured Credit strategy invests in tranches of ABS, CLOs and, in partnership with the Real Estate Debt strategy, RMBS and CMBS.  Oaktree’s ABF strategy invests in pools of contractual assets, such as loans, leases, receivables, and mortgages. Within its ABF strategy, Oaktree

• Purchases, or commits to purchase, assets, with or without leverage
• Lends, or commits to lend, secured by assets, in a senior or mezzanine position
• Insures, or provides capital relief against, assets
• Provides essential capital to a business primarily engaged in the origination and servicing of assets

The candidate will be expected to develop subject matter expertise regarding our strategies’ market trends, investment approach, areas of focus and portfolios. Selected responsibilities of the role include: 

Support product marketing, fundraising, investor relations, client servicing, and product development.

• Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries) by:
  • Building and maintaining presentations including standard or custom materials
  • Crafting commentary, including in response to client inquiries, prospect RFPs/due diligence questionnaires (in partnership with the Diligence Services team), quarterly letters and other investor communications
  • Incorporating industry, asset class or competitor trends in new or existing materials
  • Collaborating with other product specialists as well as other Oaktree departments to standardize, streamline or improve content
  • Learning compliance and related industry advertising rules to assist in the creation of compliant content
• Support fundraising initiatives by:
  • Accompanying portfolio managers when meeting with prospective clients
  • Partnering with our Marketing and investment team on strategic planning, inclusive of research on LPs
  • Building relationships with our Marketing team and driving follow-up where relevant and appropriate
  • Researching and preparing analysis regarding competitive landscape or precedent case studies
  • Gathering intel regarding the market reaction to our products and refining messaging/strategy content accordingly to improve traction
  • Supporting and/or conducting Marketing Rep education about the strategies, throughout a fundraising campaign
• Participate in product-related investor calls and meetings, including portfolio reviews, fund webcasts, etc.
• Work with the Corporate Communications & Branding team to identify and deliver client events, conferences, or other programs
• Contribute to product development initiatives by:
  • Researching, proposing and implementing new product ideas, bespoke client solutions or new investor channels for product distribution
  • Funneling market intelligence back to Oaktree’s investment teams and senior leadership (i.e., competitor activity, evolution and changes in investor demand, industry responses to policy, etc.)

Quali