Oaktree Capital Management

Product Analyst, Client Relations

US-CA-Los Angeles
Job ID
2017-1375
Job Department
Client Relations

Company Overview

Oaktree is a leader among global investment managers specializing in alternative investments, with $100 billion in assets under management as of March 31, 2017. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 900 employees and offices in 18 cities worldwide.

 

For additional information please visit our website at www.oaktreecapital.com.

 

 

Responsibilities

The Product Management department is responsible for (i) serving as representatives/spokespeople for Oaktree’s strategies and products to explain strategy positioning and investment theses; (ii) creating and managing content that effectively conveys our strategies’ investment approach, capabilities and portfolio activity; (iii) responding to investor requests for information about their prospective and current investments with us; (iv) managing and/or delivering portfolio reviews; and (v) delivering marketing programming initiatives that serve to raise awareness about Oaktree’s offerings and broad platform capabilities.

This Product Management – Product Analyst will be aligned to multiple Oaktree strategies/products and will support those areas at the direction and under the supervision of Product Specialists. Selected responsibilities include:

  • Developing internal subject matter expertise regarding our strategies’ approach, philosophy, and markets, individual investments/credits, portfolio positioning, etc.
  • Supporting Product Specialist(s) in the creation of certain product/strategy content (e.g., pitch books and presentations, competitor analyses, commentary, thought leadership pieces) to help explain strategy positioning, market activity and material portfolio events as needed throughout the sales and service lifecycle in an effort to retain and grow client assets.
  • Craft content and/or make revisions to content as guided, identifying and independently sourcing data to support the desired message and target audience
  • Stay abreast of and utilize Oaktree’s suite of materials across strategies to capitalize on efficiencies and propose changes
  • Become familiar with compliance and related industry advertising rules to assist in the creation of compliant content (may include creating supporting documentation in partnership with other Oaktree departments)
  • Assist Product Specialist(s) with offshoring of collateral for maintenance purposes
  • At the direction of the Product Specialist(s), assisting with certain operational responsibilities conducted on behalf of our investment teams. 

 

Qualifications

  • 1 to 3 years of experience preferably within the financial services or consulting industries
  • Foundation in investment finance concepts and ability to acquire working knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;
  • Highly resourceful; ability to quarterback assigned projects to resolution, seeking guidance and escalating issues as appropriate;
  • Excellent communication skills, both written and verbal;
  • Experience creating and managing the preparation of presentations and/or client reporting materials, managing multiple projects simultaneously and working collaboratively on a team; and
  • Intermediate PowerPoint skills and proficiency in Microsoft Excel and Word.

Personal Attributes

The successful candidate should:

  • Be highly motivated to succeed and to foster the success of his/her teammates;
  • Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure successful completion of projects;
  • 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;
  • Excel in a demanding, fast-paced environment while maintaining the highest quality standards;
  • 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).

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed