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Oaktree Capital Management, L.P. · 1 day ago

Senior Associate/Assistant Vice President, Product Strategy (Private Equity)

Los Angeles, CA

Full-time

Hybrid

Mid Level

$145K/yr - $170K/yr

4+ years exp

Oaktree Capital Management is a leader in alternative investments, managing about $200 billion in assets. The Product Strategy team is responsible for building, marketing, and servicing investment strategies, requiring a candidate to enhance product collateral, support fundraising activities, and engage with clients on product inquiries.

Business DevelopmentCreditFinanceFinancial Services

Responsibilities

Design, create and manage product reporting and collateral suite for internal and external consumption, including performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, insights pieces, talking points etc.)

Improve existing content or develop new materials based on industry, asset class, or competitor trends

Assume project management responsibilities related to new product launches or other initiatives

Support fundraising strategy in partnership with the Capital Formation team and track ongoing client engagement/feedback

Support clients and prospects with product-related inquiries; responsible for articulating current positioning and outlook, recent market activity and material portfolio events to help retain and grow client assets

Support of technical product/investment-related investor requests; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team

Alongside the senior product specialist, develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others

Support product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events

Provide internal training and resources to the Capital Formation team detailing the market opportunity, competitive advantages, and current fund strategy and positioning

Ensure all communications are fully compliant with industry regulations and firm standards

Support the preparation of market research and demand assessments on current and prospective product offerings

Partner with the senior Product Specialists, Capital Formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution

Support the formation and oversight of separate accounts designed to achieve client needs and objectives

Develop internal materials or analysis to support new product ideas

Qualification

Investment BankingInstitutional Asset ManagementProject ManagementMicrosoft Office SuiteFINRA LicensesCommunication SkillsTeamwork SkillsInterpersonal SkillsAttention to DetailProblem-Solving

Required

4-7 years of relevant experience preferably in investment banking, institutional asset management, or consulting; prior client-facing experience is a plus

Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables

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

Superior communication skills, both written and verbal

Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment

FINRA licenses (Series 7 and 63), or the ability to obtain them within a compressed timeframe

Preferred

Bachelor's degree (major in Finance, Business, Economics, or related field preferred)

Benefits

Discretionary bonus incentives

Comprehensive benefits package

Flexible work arrangement

Company

Oaktree Capital Management, L.P.

Glassdoor3.6

Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.

Founded in 1995

Los Angeles, California, USA

1001-5000 employees