Associate or Senior Associate, Credit Product Specialist

About the position

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.

Responsibilities

• Create, refine and manage content that effectively conveys our strategies' investment approach, capabilities and portfolio activity.
• Respond to existing and prospective investor requests for information.
• Deliver marketing programming and thought leadership to raise awareness about Oaktree's offerings and broad platform capabilities.
• Assess and support development of new product opportunities.
• Serve as a surrogate for Oaktree portfolio managers in some client interactions after acquiring and demonstrating expertise.
• Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries).
• Build and maintain presentations including standard or custom materials.
• Search for and highlight relevant sell-side analysis and third-party data for use in presentations.
• Craft commentary, including in response to client inquiries, prospect RFPs/due diligence questionnaires.
• Incorporate industry, asset class or competitor trends in new or existing materials.
• Collaborate with other product specialists and Oaktree departments to standardize, streamline or improve content.
• Learn compliance and related industry advertising rules to assist in the creation of compliant content.
• Support fundraising initiatives by partnering with our Marketing and investment team on strategic planning.
• Build relationships with our Marketing team and drive follow-up where relevant and appropriate.
• Research and prepare analysis regarding competitive landscape or precedent case studies.
• Gather intel regarding the market reaction to our products and refine messaging/strategy content accordingly.
• Support and/or conduct 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.
• Funnel market intelligence back to Oaktree's investment teams and senior leadership.

Requirements

• 2-4 years of relevant experience in an investment banking, structuring, investing, financial writing or product/investment specialist role.
• Experience in structured products or asset finance preferred.
• Proven ability to quickly develop expertise and fluency in complex financial topics.
• Ability to interact directly with sophisticated stakeholders in a financial services setting.
• Demonstrate a high service-orientation.
• Fluency with MS Office suite for creating client-facing and internal deliverables.
• Experience managing multiple projects simultaneously, meeting deadlines and working collaboratively.

Nice-to-haves

• MBA, CFA (or progress toward CFA), CAIA, or other recognized advanced credentials.

Benefits

• Competitive base salary.
• Discretionary bonus incentives.
• Comprehensive benefits package.
• Flexible work arrangement.