Assistant Vice President, Credit Product Specialist jobs in United States
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Oaktree Capital Management, L.P. · 8 hours ago

Assistant Vice President, Credit Product Specialist

Oaktree Capital Management, L.P. is a leader in alternative investments, managing over $200 billion in assets. They are seeking an Assistant Vice President, Credit Product Specialist to support product marketing, fundraising, and product development within their structured credit and asset-backed finance strategies.

Business DevelopmentCreditFinanceFinancial Services

Responsibilities

Support product marketing, fundraising, investor relations, client servicing, and product development
Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries) by:
Building and maintaining presentations including standard or custom materials
Crafting commentary, including in response to client inquiries, prospect RFPs/due diligence questionnaires (in partnership with the Diligence Services team), quarterly letters and other investor communications
Incorporating industry, asset class or competitor trends in new or existing materials
Collaborating with other product specialists as well as other Oaktree departments to standardize, streamline or improve content
Learning compliance and related industry advertising rules to assist in the creation of compliant content
Support fundraising initiatives by:
Accompanying portfolio managers when meeting with prospective clients
Partnering with our Marketing and investment team on strategic planning, inclusive of research on LPs
Building relationships with our Marketing team and driving follow-up where relevant and appropriate
Researching and preparing analysis regarding competitive landscape or precedent case studies
Gathering intel regarding the market reaction to our products and refining messaging/strategy content accordingly to improve traction
Supporting and/or conducting Marketing Rep education about the strategies, throughout a fundraising campaign
Participate in product-related investor calls and meetings, including portfolio reviews, fund webcasts, etc
Work with the Corporate Communications & Branding team to identify and deliver client events, conferences, or other programs
Contribute to product development initiatives by:
Researching, proposing and implementing new product ideas, bespoke client solutions or new investor channels for product distribution
Funneling market intelligence back to Oaktree’s investment teams and senior leadership (i.e., competitor activity, evolution and changes in investor demand, industry responses to policy, etc.)

Qualification

Structured products expertiseFinancial writingMS Office proficiencyInvestment banking experienceProject managementCreative writingTeam collaborationProblem solvingAttention to detailCommunication skills

Required

5-6+ years of relevant experience in an investment banking, structuring, investing, financial writing or product/investment specialist role, with experience in structured products or asset finance preferred
Proven ability to (1) quickly develop expertise and fluency in complex financial topics, (2) interact directly with sophisticated stakeholders in a financial services setting, and (3) demonstrate a high service-orientation
Fluency with MS Office suite for creating client-facing and internal deliverables to include PowerPoint, Excel and Teams
Experience managing multiple projects simultaneously, meeting deadlines and working collaboratively as part of a team
Bachelor's degree with a record of academic excellence

Preferred

MBA, CFA or other recognized advanced credentials a plus

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.

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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Company data provided by crunchbase