Senior Associate, Credit – ABF – Product Specialist

TOIGO Foundation; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Oaktree is seeking an Investor Relations professional to craft and manage content that communicates our strategies, responds to investor requests, and supports fundraising efforts. The role emphasizes collaboration with GCG and investment teams, development of market insights, and creating high-quality client communications.

Ideal candidates will have 4+ years in financial services, strong writing skills, and experience with structured credit or asset finance.

Qualifications

• 4+ years in investment banking, structuring, investing, or product/investment specialist roles.
• Experience with structured products or asset finance preferred.
• Fluency with MS Office for client deliveries and internal materials.
• Experience managing multiple projects and meeting deadlines.

Responsibilities

• Lead creation of strategy content (pitch books, presentations, commentaries).
• Build and maintain presentations and materials.
• Craft commentary in response to client inquiries and due diligence questionnaires.
• Collaborate with IR professionals and other departments to standardize content.
• Utilize AI tools to improve content quality and efficiency.
• Learn compliance and advertising rules for compliant content.
• Attend portfolio manager meetings with clients, virtually and in-person.
• Partner with Global Client Group on strategic planning and LP research.
• Develop new product ideas and investor channels for distribution.

Skills

4+ years experience

Financial writing

MS Office proficiency (PowerPoint, • x

Project management

Education

Bachelor’s degree

MBA or CFA preferred

Tools

MS Office (PowerPoint)

Excel

Teams

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.

Please visit Oaktree’s website at http://www.oaktreecapital.com/.

Responsibilities

The Investor Relations (“IR”) function sits within the investment team and is responsible for (i) creating, refining and managing content that effectively conveys our strategies’ investment approach, capabilities and portfolio activity; (ii) responding to existing and prospective investor requests for information; (iii) delivering marketing programming and thought leadership to raise awareness about Oaktree’s offerings and broad platform capabilities; (iv) assessing and supporting development of new product opportunities and (v) eventually, after acquiring and demonstrating expertise, serve as a surrogate for Oaktree portfolio managers in some client interactions.

This role will be aligned with Oaktree’s structured credit and asset-backed finance (“ABF”) strategies. Oaktree’s Structured Credit strategy invests in tranches of ABS, CLOs and, in partnership with the Real Estate Debt strategy, RMBS and CMBS. Oaktree’s ABF strategy makes privately sourced and negotiated investments in pools of contractual assets, such as loans, leases, receivables, and mortgages. Within its ABF strategy, Oaktree

• Purchases, or commits to purchase, assets, with or without leverage
• Lends, or commits to lend, secured by assets, in a senior or mezzanine position
• Insures, or provides capital relief against, assets
• Provides essential capital to a business primarily engaged in the origination and servicing of assets

The candidate will be expected to develop subject matter expertise regarding our strategies’ market trends, investment approach, areas of focus and portfolios.

Selected responsibilities of the role include: Support product marketing, fundraising, investor relations, client servicing, and product development.

• Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries) by:
• Building and maintaining presentations including standard or custom materials
• Crafting commentary, including in response to client inquiries, prospect requests-for-proposals/due diligence questionnaires (in partnership with the Diligence Services team), quarterly letters and other investor communications
• Incorporating industry, asset class or competitor trends in new or existing materials
• Collaborating with other IR professionals as well as other Oaktree departments to standardize, streamline or improve content
• Creatively utilize artificial intelligence tools to improve both efficiency and quality
• Learning compliance and related industry advertising rules to assist in the creation of compliant content
• Accompanying portfolio managers when meeting with prospective clients, virtually and in-person
• Partnering with our Global Client Group (“GCG”) and investment teams on strategic planning, inclusive of research on LPs
• Building relationships with GCG and driving follow-up where relevant and appropriate
• Researching and preparing analysis regarding competitive landscape or precedent case studies
• Gathering intel regarding the market reaction to our products and refining messaging/strategy content accordingly to improve traction
• Supporting and/or conducting GCG 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 Marketing & Client Communications team to deliver client events, conferences, or other programs
• Contribute to product development initiatives by:
• 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.)

Qualifications

• 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.
• Proven ability to (1) quickly develop expertise and fluency in complex financial topics, (2) interact directly with sophisticated stakeholders in a financial services setting, and (3) demonstrate a high service-orientation;
• Fluency with MS Office suite for creating client-facing and internal deliverables to include PowerPoint, Excel and Teams; and
• Experience managing multiple projects simultaneously, meeting deadlines and working collaboratively as part of a team.

Personal Attributes

• Be an engaging, economical, coherent and creative writer, visual communicator and storyteller;
• Be both an effective, entertaining teacher and a curious, absorbent student in challenging subjects;
• Build relationships and credibility with various groups;
• Comfortably solicit and, if necessary, extract necessary technical input from colleagues to meet deliverables;
• Thrive in a dynamic role with simultaneous, often time-sensitive projects with little room for error or delay;
• Maintain a positive attitude, as the IR professional must facilitate communication amongst disparate perspectives, priorities and levels of understanding;
• Be responsive and action oriented;
• Exercise situational awareness, emotional intelligence and the ability to adapt message and communication style to the audience and circumstances;
• Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency;
• Acquire, over time, a thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;
• Exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions and respond with appropriate team or firm resources;
• Possess outstanding attention to detail and superior organizational and time-management skills;
• Have strong integrity, professionalism and dedication to excellence;
• Value differences and uphold all other Oaktree core values;

Education

Bachelor’s degree with a record of academic excellence. MBA, CFA or other recognized advanced credentials a plus

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.