Associate, Diligence Services

Oaktree Capital Management, L.P.; Hyderabad; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Oaktree Capital Management, L.P. is seeking a seasoned professional to prepare qualitative client reporting and diligence packages, collaborating with multiple departments to craft precise responses to client requests.

The role emphasizes ensuring data integrity across content databases and driving efficiency through technology-enabled improvements. The ideal candidate will bring 5–8 years of finance-focused experience, including 3–5 years in RFPs, plus a Bachelor’s degree in Accounting or

Qualifications

• 5–8 years of professional experience in finance, marketing, or legal roles, including ~3–5 years of RFP experience.
• Experience in high-volume processes and technology-enabled solutions.
• Bachelor’s degree in finance, economics, business management, marketing, or other relevant discipline.

Responsibilities

• Preparing qualitative client reporting (ad hoc and recurring) and ongoing diligence packages, including standard due diligence questionnaires and auxiliary documentation.
• Working with other departments and Subject Matter Experts to select, draft and write accurate and consistent responses to routine or nuanced client requests.
• Ensuring the integrity of internally stored content databases.
• Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine-based tasks.

Skills

RFP experience

Finance

Project management

Global coordination

Stakeholder management

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

Power BI

Job description

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. 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.

Scope & Responsibilities

• Preparing qualitative client reporting (ad hoc and recurring) and ongoing diligence packages, including standard due diligence questionnaires and auxiliary documentation;
• Working with other departments and Subject Matter Experts to select, draft and write accurate and consistent responses to routine or nuanced client requests;
• Ensuring the integrity of internally stored content databases;
• Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine-based tasks.

Qualifications

• Minimum 5–8 years professional experience, including approximately 3–5 years of RFP experience in finance, marketing, or legal roles—ideally within an asset management GCC;
• Experience in high volume processes and technology-enabled solutions;
• Strong project management skills, with a proven ability to manage timelines, resources, and stakeholders across multiple projects simultaneously;
• Experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred;
• Familiarity with investment products and services, including a basic understanding of various asset classes and investment strategies; experience in an institutional private fund marketing environment would be an advantage; and
• Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline.

Personal Attributes

• Communication: Strong communication skills in English – both written and verbal – is key.
• Ownership & Collaboration: Ability to operate independently while also being highly collaborative with excellent interpersonal skills; outstanding initiative and a strong work ethic; works well across teams and represents leadership priorities effectively.
• Execution & Accountability: Self-starter who sets goals, drives results, and follows through with minimal supervision; outstanding attention to detail and organizational skills.
• Adaptability & Judgment: Manages shifting priorities and high-pressure tasks efficiently; makes sound decisions with limited information.
• Learning & Problem-Solving: Quick to learn new topics and tools; applies research and technical skills to solve problems and improve outcomes; leverages firm-wide resources in an effective and judicious manner.
• Pursuing Excellence: A relentless drive for efficiency utilizing process optimization and technology (e.g., automation, use of AI) and data visualization tools (e.g., Power BI).

Education

• Bachelor’s degree in Accounting or Finance.

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.