Oaktree Capital Management, L.P.
Vice President, Private Credit Product Specialist
Oaktree Capital Management, L.P., New York, New York, us, 10261
Vice President, Private Credit Product Specialist
Join to apply for the
Vice President, Private Credit Product Specialist
role at
Oaktree Capital Management, L.P.
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.
Attend investment team meetings and spend considerable time with the portfolio manager(s) of the strategy.
Serve as a subject matter expert on the strategy’s approach, markets, sustainability integration, competitors, portfolio composition and performance.
Support clients and prospects with product-related inquiries and articulate current positioning and outlook.
Design, create and manage product reporting and collateral suite for internal and external consumption.
Own technical product-related investor requests and liaise with investment and diligence teams.
Lead product-related investor calls, meetings and new business development pitches.
Provide internal training and resources to the capital formation team detailing market opportunity and fund strategy.
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 capital formation, investment professionals, and internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels.
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 investment banking, institutional asset management or consulting; 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 exercise superior judgment regarding investor requests.
Proven ability to interact directly with clients, portfolio managers and senior leadership; 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 written and verbal communication skills.
FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe.
Personal Attributes
Highly motivated to succeed and foster the continued success of teammates and Oaktree’s Global Private Debt platform.
Intellectually curious and a student of financial markets.
Excellent interpersonal and communication skills; can explain technical concepts clearly to clients.
Demonstrate poise, confidence and professionalism to establish relationships.
Collaborative in the execution of work product.
Self-starter who originates ideas, identifies and captures opportunities.
Outstanding attention to detail and superior organizational skills.
Strong integrity, professionalism and dedication to excellence.
Value differences and uphold all core values.
Excel in a demanding, fast-paced environment while maintaining high quality standards.
Natural problem solver who can independently identify and recommend improvements.
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.
Senior Level Executive
Employment Type Full-time
Job Function Finance
Industries Financial Services, Investment Management, and Venture Capital and Private Equity Principals
#J-18808-Ljbffr
Vice President, Private Credit Product Specialist
role at
Oaktree Capital Management, L.P.
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.
Attend investment team meetings and spend considerable time with the portfolio manager(s) of the strategy.
Serve as a subject matter expert on the strategy’s approach, markets, sustainability integration, competitors, portfolio composition and performance.
Support clients and prospects with product-related inquiries and articulate current positioning and outlook.
Design, create and manage product reporting and collateral suite for internal and external consumption.
Own technical product-related investor requests and liaise with investment and diligence teams.
Lead product-related investor calls, meetings and new business development pitches.
Provide internal training and resources to the capital formation team detailing market opportunity and fund strategy.
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 capital formation, investment professionals, and internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels.
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 investment banking, institutional asset management or consulting; 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 exercise superior judgment regarding investor requests.
Proven ability to interact directly with clients, portfolio managers and senior leadership; 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 written and verbal communication skills.
FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe.
Personal Attributes
Highly motivated to succeed and foster the continued success of teammates and Oaktree’s Global Private Debt platform.
Intellectually curious and a student of financial markets.
Excellent interpersonal and communication skills; can explain technical concepts clearly to clients.
Demonstrate poise, confidence and professionalism to establish relationships.
Collaborative in the execution of work product.
Self-starter who originates ideas, identifies and captures opportunities.
Outstanding attention to detail and superior organizational skills.
Strong integrity, professionalism and dedication to excellence.
Value differences and uphold all core values.
Excel in a demanding, fast-paced environment while maintaining high quality standards.
Natural problem solver who can independently identify and recommend improvements.
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.
Senior Level Executive
Employment Type Full-time
Job Function Finance
Industries Financial Services, Investment Management, and Venture Capital and Private Equity Principals
#J-18808-Ljbffr