Sr. Associate, Credit – ABF – Product Specialist

Responsibilities

• Create, refine and manage content that effectively conveys strategies’ investment approach, capabilities and portfolio activity.
• Respond to existing and prospective investor requests for information.
• Deliver marketing programming and thought leadership to raise awareness about Oaktree’s offerings and broad platform capabilities.
• Absess and support development of new product opportunities.
• Develop subject matter expertise regarding strategies’ market trends, investment approach, areas of focus and portfolios.
• Support product marketing, fundraising, investor relations, client servicing, and product development.
• Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries).
• Craft commentary, including in response to client inquiries, prospect requests-for-proposals/due diligence questionnaires (in partnership with the Diligence Services team), quarterly letters and other investor communications.
• Incorporate industry, asset class or competitor trends in new or existing materials.
• Collaborate with other IR professionals as well as other Oaktree departments to standardize, streamline or improve content.
• Use artificial intelligence tools to improve both efficiency and quality.
• Learning compliance and related industry advertising rules to assist in the creation of compliant content.
• Support fundraising initiatives.
• Accompany portfolio managers when meeting with prospective clients, virtually and in-person.
• Partner with our Global Client Group (“GCG”) and investment teams on strategic planning, inclusive of research on LPs.
• Research and prepare analysis regarding competitive landscape or precedent case studies.
• Gather intel regarding the market reaction to our products and refine messaging/strategy content accordingly to improve traction.
• Support and/or conduct GCG 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 Marketing & Client Communications team to deliver client events, conferences, or other programs.
• Contribute to product development initiatives.
• Research, propose and implement new product ideas, bespoke client solutions or new investor channels for product distribution.
• Funnel market intelligence back to Oaktree’s investment teams and senior leadership (i.e., competitor activity, evolution and changes in investor demand, client sensitivities, industry responses to policy, etc.).

Qualifications

• 4+ years of relevant experience in 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.

Personal Attributes

• Be an engaging, economical, coherent and creative writer, visual communicator and storyteller;
• Be both an effective, entertaining teacher and a curious, absorbent student in challenging subjects;
• Build relationships and credibility with various groups;
• Comfortably solicit and, if necessary, extract necessary technical input from colleagues to meet deliverables;
• Thrive in a dynamic role with simultaneous, often time-sensitive, projects with little room for error or delay;
• Maintain a positive attitude, as the IR professional must facilitate communication amongst disparate perspectives, priorities and levels of understanding;
• Be responsive and action oriented;
• Exercise situational awareness, emotional intelligence and the ability to adapt message and communication style to the audience and circumstances;
• Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency;
• Acquire, over time, a thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;
• Exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions and respond with appropriate team or firm resources;
• Possess outstanding attention to detail and superior organizational and time-management skills;
• Have strong integrity, professionalism and dedication to excellence;
• Value differences and uphold all other Oaktree core values;
• Bachelor’s degree with a record of academic excellence. MBA, CFA or other recognized advanced credentials a plus.