Senior Associate, Proposal Writer/Due Diligence Project Manager, Diligence & Reporting jobs in United States
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Oaktree Capital Management, L.P. · 6 days ago

Senior Associate, Proposal Writer/Due Diligence Project Manager, Diligence & Reporting

Oaktree Capital Management, L.P. is a leader among global investment managers specializing in alternative investments. The Proposal Writer/Due Diligence Project Manager will manage the coordination and submission of client inquiries and proposals, ensuring high-quality responses while collaborating with various departments within the firm.

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H1B Sponsor Likelynote

Responsibilities

The D&R team is responsible for managing the coordination and submission of Request for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Oaktree clients and prospects globally
As a Proposal Writer/Due Diligence Project Manager, you will play an important role in the firm’s client servicing and business development initiatives
The team collaborates with various departments across the organization to ensure that all responses are compelling, accurate and timely
You will work closely with subject matter experts to write and edit both standard and customized content, while also managing the integrity and quality of the content within the team’s database
Team members thrive in both independent and collaborative settings, fostering a culture that encourages teamwork and professional growth
Interacting with functional areas across the company including but not limited to portfolio management, product specialists, marketing representatives, client services representatives, accounting, compliance, legal, sustainability, technology and operations in order to complete marketing requests
Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests
Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information
Participating in quality assurance reviews for peer work products
Ensuring the integrity of internally stored content databases
Identifying and executing opportunities to build efficiencies through process and technological improvements around routine based data related tasks
Understanding of all or a majority of Oaktree’s investment strategies and their relevant operating, performance and risk metrics

Qualification

RFP experienceWriting skillsOrganizational skillsCommunication skillsProblem solvingTeam-orientedAttention to detail

Required

Approximately 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry
Experience responding to RFP and/or client related inquiries for firm and fund specific information
Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills
Exceptional writing skills: ability to craft thoughtful and compelling commentary
Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences
Outstanding initiative and a strong work ethic
Passion for improving systems and processes
Ability to operate independently on short- and long-term goals
Highly collaborative with excellent interpersonal skills
Ability to leverage firm wide resources in an effective and judicious manner
Strong written and verbal communication skills; ability to contribute and edit content for RFP responses
Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions
Organized and able to manage multiple projects with differing priorities to meet deadlines
Team-oriented and must possess strong integrity and professionalism and share Oaktree's common goal of excellence
Unwavering attention to detail
A Bachelor's degree is required

Benefits

Discretionary bonus incentives
Comprehensive benefits package
Flexible work arrangement

Company

Oaktree Capital Management, L.P.

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

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 Company
Total Funding
unknown
2019-03-13Acquired
2012-04-12IPO

Leadership Team

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Armen Panossian
Co-CEO and Portfolio Manager
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Robert O'Leary
Co-CEO and Portfolio Manager, Global Opportunities
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