Senior Vice President, Credit Product Specialist

Oaktree Capital Management, L.P.; Carpinteria (CA); On-site; USD 250,000 - 275,000; Full time

Job summary

An established industry player is seeking a Product Specialist to join its dynamic team. This role involves collaborating closely with sales and investment teams to enhance fundraising efforts and develop marketing strategies for innovative financial products. The successful candidate will leverage their extensive experience in investment management to engage with clients and provide insights into market trends. This is a unique opportunity to thrive in a collaborative environment that values diversity and fosters professional growth. If you are passionate about finance and eager to make a significant impact, this position is perfect for you.

Benefits

Comprehensive benefits package

Flexible work arrangement

Discretionary bonus incentives

Qualifications

• 9+ years in investment banking or asset management.
• Deep understanding of financial markets and compliance.
• Proven ability to interact with clients and senior leadership.

Responsibilities

• Meet with clients to pitch investment strategies and accelerate fundraising.
• Contribute to quarterly earnings processes and investor communications.
• Explore new product ideas and conduct competitive analysis.

Skills

Client-facing experience

Understanding of credit markets

Superior communication skills

Project management

Analytical skills

Education

Bachelor's degree in Finance

MBA or CFA

Tools

MS Office Suite

Job description

Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of December 31, 2024. 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 1200 employees and offices in 23 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

Responsibilities

The Product Specialist Group ("PSG") is a part of Oaktree's Marketing & Client Relations organization and is responsible for serving as representatives and subject matter experts for Oaktree's strategies and products.

This role will be aligned to Oaktree's business development companies ("BDCs") within the Global Private Debt platform. The candidate will be expected to develop subject matter expertise regarding our BDCs' investment approach, portfolios and competitive advantages. The candidate will work in close partnership with portfolio management and investment team, as well as with our sales organization (both Oaktree and Brookfield Oaktree Wealth Solutions) to : (i) formulate marketing strategy and execute fundraising and (ii) serve as a key point of contact for sales reps, bank platforms, advisors and individual investors.

Selected responsibilities include :

• Meet with current and prospective clients to explain and pitch the strategy / product, and accelerate fundraising for the strategy
• Conduct training about investment strategy and positioning for sales organization
• Understand / gather intelligence / feedback around our fund, as well as competing products, to optimize product positioning on an ongoing basis
• Contribute to the design, creation and continuous improvement of fundraising-related product / strategy content for both internal and external consumption (e.g., pitch books and presentations, competitor analyses, talking points, thought pieces), including

Writing and collating responses (in partnership with Oaktree Diligence Services) to client and prospect RFPs, due diligence questionnaires and other inquiries

• Learning compliance and related industry advertising rules to assist in the creation of compliant content

Investor Relations / Client Servicing

• Contribute to :

Quarterly earnings process for our BDCs (public and private), including press releases, presentations, earnings call scripts and talking points;

• Preparation of materials for Board of Director meetings, investor conferences, one-on-one meetings, capital markets activities, rating agencies and other ad hoc events;
• Drafting of written communications and responses to inquiries
• Analyses of key competitors and market trends to inform positioning;
• Lead / coordinate in product-related investor calls and meetings, including portfolio reviews, fund webcasts, etc.
• Maintain sell-side analyst relationships and review models / research reports to analyze forecasts of fund performance and share insights to the BDC management team;
• Work with Corporate Communications and Branding team to identify and deliver relevant programming initiatives that help to raise brand awareness for the strategy through key industry conferences and events including Oaktree's bi-annual client conference

Product Development

• Explore new product ideas by working closely with our sales team, investment professionals and other internal stakeholders, including researching, proposing and implementing new product ideas, bespoke client solutions or new investor channels for product distribution
• Contribute to internal materials or analysis for new products
• Research and prepare analysis regarding competitive landscape or precedent case studies

Qualifications

• 9+ years of relevant experience preferably within the investment banking, institutional asset management or consulting industries; client-facing experience required
• 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; ability to exercise superior judgment regarding investor requests : to interpret them, ask appropriate questions, do homework, and only expend internal resources of the firm 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

The successful candidate should :

• Be highly motivated to succeed and to foster the continued success of his / her teammates and Oaktree's Global Private Debt platform;
• Be intellectually curious and a student of financial markets;
• Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects;
• Be highly collaborative in the execution of your work product;
• Be a self-starter who originates ideas, and identifies and captures opportunities;
• Have excellent interpersonal and communication skills (verbal and written) - must show aptitude for explaining technical concepts clearly and simply to clients;
• Possess outstanding attention to detail and superior organizational skills;
• Have 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; and
• Be a 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 other recognized advanced credentials a plus.

Base Salary Range

250,000 - $275,000

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.

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