Oaktree Capital Management, L.P.
Vice President, Liquid Credit Product Specialist
Oaktree Capital Management, L.P., New York, New York, us, 10261
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Vice President, Liquid Credit Product Specialist
role at
Oaktree Capital Management, L.P.
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.
Responsibilities This role will be aligned to Oaktree’s liquid and multi‑asset credit strategies, with a primary focus on our flagship Global Credit strategy. This individual will work in close partnership with Oaktree’s capital formation and liquid 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.
Benefit from the resources of the broader product specialist team at Oaktree.
Product Strategy
Coordinate fundraising strategy in partnership with the capital formation team and track ongoing client engagement/feedback.
Serve as a subject matter expert for the relevant strategies, including philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others.
Support clients and prospects with product‑related inquiries; articulate current positioning and outlook, recent market activity and material portfolio events to help retain and grow client assets.
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, etc.).
Own technical product‑related investor requests, liaising directly with the relevant investment team; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team.
Lead 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
Conduct market research and demand assessments on current and prospective product offerings.
Partner with the capital formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution.
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+ years of relevant experience, preferably within an institutional asset management, investment banking, consulting or product/investment specialist role; client‑facing experience preferred.
Deep understanding of credit markets, with specific knowledge of sub‑IG asset classes.
Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree.
Highly resourceful; ability to exercise superior judgment regarding investor requests: interpret them, ask appropriate questions, and only expend internal resources for the most relevant, needed situations.
Proven ability to interact directly with clients, portfolio managers and senior leadership; must demonstrate a 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 communication skills, both written and verbal.
FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe.
Personal Attributes
Highly motivated to succeed and to foster the continued success of teammates and Oaktree’s liquid credit platform.
Intellectually curious and a student of financial markets.
Demonstrate poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects.
Highly collaborative in the execution of work products.
Self‑starter who originates ideas, identifies and captures opportunities.
Excellent interpersonal and communication skills (verbal and written) – aptitude for explaining technical concepts clearly and simply to clients.
Outstanding attention to detail and superior organizational skills.
Strong integrity, professionalism and dedication to excellence.
Value differences and uphold all other Oaktree core values.
Excel in a demanding, fast‑paced environment while maintaining the highest quality standards.
Natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.
Education Bachelor’s degree (major in Finance, Business, Marketing, Communications or related field preferred). MBA, CFA (or progress toward CFA), CAIA, or other recognized advanced credentials a plus.
Base Salary Range $190,000 – $225,000.
In addition to a competitive base salary, the successful candidate will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement.
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, the firm will consider qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
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Vice President, Liquid Credit Product Specialist
role at
Oaktree Capital Management, L.P.
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.
Responsibilities This role will be aligned to Oaktree’s liquid and multi‑asset credit strategies, with a primary focus on our flagship Global Credit strategy. This individual will work in close partnership with Oaktree’s capital formation and liquid 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.
Benefit from the resources of the broader product specialist team at Oaktree.
Product Strategy
Coordinate fundraising strategy in partnership with the capital formation team and track ongoing client engagement/feedback.
Serve as a subject matter expert for the relevant strategies, including philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others.
Support clients and prospects with product‑related inquiries; articulate current positioning and outlook, recent market activity and material portfolio events to help retain and grow client assets.
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, etc.).
Own technical product‑related investor requests, liaising directly with the relevant investment team; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team.
Lead 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
Conduct market research and demand assessments on current and prospective product offerings.
Partner with the capital formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution.
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+ years of relevant experience, preferably within an institutional asset management, investment banking, consulting or product/investment specialist role; client‑facing experience preferred.
Deep understanding of credit markets, with specific knowledge of sub‑IG asset classes.
Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree.
Highly resourceful; ability to exercise superior judgment regarding investor requests: interpret them, ask appropriate questions, and only expend internal resources for the most relevant, needed situations.
Proven ability to interact directly with clients, portfolio managers and senior leadership; must demonstrate a 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 communication skills, both written and verbal.
FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe.
Personal Attributes
Highly motivated to succeed and to foster the continued success of teammates and Oaktree’s liquid credit platform.
Intellectually curious and a student of financial markets.
Demonstrate poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects.
Highly collaborative in the execution of work products.
Self‑starter who originates ideas, identifies and captures opportunities.
Excellent interpersonal and communication skills (verbal and written) – aptitude for explaining technical concepts clearly and simply to clients.
Outstanding attention to detail and superior organizational skills.
Strong integrity, professionalism and dedication to excellence.
Value differences and uphold all other Oaktree core values.
Excel in a demanding, fast‑paced environment while maintaining the highest quality standards.
Natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.
Education Bachelor’s degree (major in Finance, Business, Marketing, Communications or related field preferred). MBA, CFA (or progress toward CFA), CAIA, or other recognized advanced credentials a plus.
Base Salary Range $190,000 – $225,000.
In addition to a competitive base salary, the successful candidate will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement.
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, the firm will consider qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
#J-18808-Ljbffr