Oaktree is a leader among global investment managers specializing in alternative investments, with $121 billion in assets under management as of March 31, 2018. 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.
The Client Services department is responsible for delivering excellence in service on behalf of our products, strategies and Oaktree operations to limited partners globally. The client services professional will interact directly with clients and coordinate with Oaktree’s Marketing representatives as well as all Oaktree departments, including Portfolio Analysis, Risk & Reporting, Product Management, Diligence Services, Legal, Compliance, Accounting and Portfolio Management to lead and direct client needs throughout the firm.
Client Inquiry Management
Coordinate requests through to completion that contain both operational/firm and product-related components
Respond to a subset of product-related inquiries for our U.S. and Global High Yield Bonds strategy
Serve as the subject matter expert for a subset of the following topics (which are holistically covered within Client Services): ILPA, ESG, accounting topics such as statement or fund financials reconciliations, regulatory and compliance topics, Oaktree organization, Oaktree policies, operational due diligence
Develop working relationships with various Oaktree teams in order to best meet our client needs
Stay current on regulatory changes that may impact client servicing (e.g. Dodd-Frank, EMIR, FATCA, etc.).
Client Meeting Management
Client Relationship Management
Bachelor’s Degree required; MBA or CFA a plus