Analyst/Associate, Product Strategy (Liquid Credit)
Oaktree Capital Management is a leader among global investment managers specializing in alternative investments, with a commitment to collaboration and diversity. The Analyst/Associate in Product Strategy will support the liquid credit platform by contributing to product reporting, responding to investor inquiries, and assisting in product development efforts.
Responsibilities
- Contribute to the design, creation and management of product reporting and collateral 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 technical product/investment-related investor requests and the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team
- 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 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 on current and prospective product offerings
- 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
Skills
- 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 appropriate oversight
- Thrive in a dynamic, high-rigor environment where responsibilities may shift daily
- Be highly resourceful, exercising sound judgment in responding to 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
- Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency
- Demonstrate the ability to interact confidently with 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
- 1-3 years of relevant experience preferably within an institutional asset management, investment banking, consulting or product management role; prior client-facing experience is a plus
- 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 Overview