Oaktree

Oaktree

Sr. Associate, Credit – ABF – Product Specialist

Los Angeles · Senior

Sponsorship not specified$150k-$225kDetected 14 days ago
AccountingExcelResearchLeadershipCommunicationPublic SpeakingMicrosoft OfficeCFA

About the role

  • Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management.
  • The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate.
  • The firm has more than 1,400 employees and offices in more than 25 cities worldwide.

Responsibilities

  • Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries) by:
  • Building and maintaining presentations including standard or custom materials
  • The candidate will be expected to develop subject matter expertise regarding our strategies' market trends, investment approach, areas of focus and portfolios.
  • Support product marketing, fundraising, investor relations, client servicing, and product development.
  • Support fundraising initiatives by:
  • Building relationships with GCG and driving follow-up where relevant and appropriate
  • Work with the Marketing & Client Communications team to deliver client events, conferences, or other programs
  • Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

Requirements

  • Exercise situational awareness, emotional intelligence and the ability to adapt message and communication style to the audience and circumstances;

Nice to have

  • 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, client sensitivities, industry responses to policy, etc.)
  • 4+ years of relevant experience in investment banking, structuring, investing, financial writing or product/investment specialist role, with experience in structured products or asset finance preferred.
  • Fluency with MS Office suite for creating client-facing and internal deliverables to include PowerPoint, Excel and Teams
  • MBA, CFA or other recognized advanced credentials a plus

Compensation

  • $150,000 - $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.

Benefits

  • Learning compliance and related industry advertising rules to assist in the creation of compliant content
  • Supporting and/or conducting GCG education about the strategies, throughout a fundraising campaign

Company info

  • We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought.

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.

Visa & Work Authorization

  • 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

This listing is sourced directly from Oaktree's careers page and normalized into a canonical job model.