Oaktree Capital Management, L.P. · 4 weeks ago
Senior Associate/Assistant Vice President, Product Strategy (Private Equity)
Los Angeles, CA
Full-time
Hybrid
Mid Level
$145K/yr - $200K/yr
4+ years expOaktree Capital Management is a leader among global investment managers specializing in alternative investments. The role involves leading the development and enhancement of product strategies, managing client inquiries, and supporting fundraising activities in partnership with investment teams.
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
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.
Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.
1001-5000 employees
H1B Sponsorship
Oaktree Capital Management, L.P. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (2)
2023 (5)
2022 (7)
2021 (4)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-03-13Acquired
2012-04-12IPO
Leadership Team
Armen Panossian
Co-CEO and Portfolio Manager
Robert O'Leary
Co-CEO and Portfolio Manager, Global Opportunities
Recent News
Private Equity Wire
2026-01-08
Alternative Credit Investor
2026-01-07
Alternative Credit Investor
2026-01-06
Company data provided by crunchbase