Oaktree Capital Management, L.P. · 15 hours ago
Analyst, Product Strategy (Private Equity)
Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. The Analyst, Product Strategy role involves supporting the Product Strategy team in the creation and management of product reporting and collateral, responding to investor inquiries, and assisting with market research and product development initiatives.
Business DevelopmentCreditFinanceFinancial Services
Responsibilities
Support the Product Specialist professionals in the design, creation and management of 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.)
Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of Product Specialist professionals
Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate
Coordinate with the appropriate internal resources when information is not readily available
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 Product Specialist professionals, 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
Assist with the preparation for product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events
Assume project management responsibilities related to new product launches or other initiatives
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
Assist 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
1-2 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
Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment
Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and aspects of Oaktree's product offerings
Exhibit outstanding attention to detail and exceptional organizational skills
Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts
Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with limited oversight
Thrive in a dynamic, high-rigor environment where responsibilities may shift daily
Be highly resourceful, exercising sound judgment in responding to internal and investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary
Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution
Be highly motivated to succeed and committed to supporting the success of teammates
Excel in a fast-paced, demanding environment while maintaining exceptional quality standards
Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency
Demonstrate the ability to interact confidently with clients, investment professionals, and senior leadership
Uphold the highest standards of integrity, professionalism, and dedication to excellence
Embrace diversity and uphold all core values of Oaktree
Bachelor's degree (major in Finance, Business, Economics, or related field preferred)
Benefits
Discretionary bonus incentives
A comprehensive benefits package
A 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.
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
Recent News
Alternative Credit Investor
2026-01-06
Alternative Credit Investor
2026-01-06
Alternative Credit Investor
2026-01-03
Company data provided by crunchbase