Associate, Product Management – Client Relations

Responsibilities The Product Specialist Group (“PSG”) is a part of Oaktree’s Client Relations organization and is responsible for (i) serving as representatives/spokespeople for Oaktree’s strategies and products to explain strategy positioning and investment theses; (ii) creating and refining content that effectively conveys our strategies’ investment approach, capabilities and portfolio activity; (iii) responding to investor requests for information about their prospective and current investments and meeting with those clients/prospects to deliver portfolio reviews; (iv) delivering marketing programming and thought leadership to raise awareness about Oaktree’s offerings and broad platform capabilities; and (v) assessing and supporting development of new-product opportunities.

This Associate position in the PSG will be aligned with Oaktree’s U.S.

and Global High Yield Bond strategies, as well as the growing area of Investment Grade Solutions.

Coverage responsibility will include funds and separately managed accounts.

Candidate will contribute to the creation of customized solutions for current and prospective clients in both retail and institutional channels.

The candidate will report to the Vice President and Credit Product Specialist leading product investor relations, product marketing and product development support of the above-mentioned investment areas.

This role will have frequent engagement with members of our Investment teams and Marketing (sales/distribution), as well as other Credit Product Specialists, Product Analysts and Product Structuring & Launch professionals.

The candidate will also collaborate with the full PSG, with 25+ members globally who regularly convene on cross-strategy matters and strategic initiatives.

Selected responsibilities of the role include: Product Investor Relations * Develop subject-matter expertise for our high yield and investment grade strategies both internally (with Marketing, Client Services and Diligence Services) and over-time externally (with clients or other third parties) on key areas including: (i) investment
– and product-related inquiries, (ii) investment philosophy and approach, (iii) market review/outlook, (iv) key market activity and sector positioning, (v) portfolio construction and asset allocation, (vi) individual investments and (vii) portfolio-specific attributes, as well as any other material events throughout the service lifecycle in an effort to retain and grow client assets.* Quarterback highly technical investor requests through resolution, serving as the primary liaison between clients or Marketing Representatives/Client Services and the investment teams managing the clients’ portfolios.* Support deepening our relationships with existing clients by supporting the continual creation and distribution of thoughtful market and investment insights.* Assist with planning, preparation and materials for product-related investor calls and meetings – including portfolio reviews, fund webcasts, etc.

– in collaboration with lead Product Specialist and the Client Services and Marketing teams.* Produce aspects of qualitative product reporting, including, but not limited to, drafting portfolio, performance and market commentary; other investor communications; and select content posted to our public and client-0nly websites.* Collaborate with other Product Specialists and other Oaktree departments to identify/drive improvements to product reporting, while ensuring consistency in the client experience across strategy lines.

Product Marketing/Fundraising * Support fundraising initiatives by (i) partnering with lead Product Specialist and our Marketing and investment teams on strategic planning, including research on LPs, allocators and peers in the alternative credit space; (ii) understanding/gathering intel on the market reaction to our product set and refining messaging in response; (iii) creating and maintaining talking points about the portfolio and individual investments, including case studies used in marketing materials; and (iv) supporting Marketing Rep education throughout a fundraising campaign.* Create and maintain certain strategy/product content including, but not limited to, pitch books, custom presentations, case studies, due diligence responses, thought leadership (“ Insights ”) pieces, internal research and other strategy communications.* Work with Corporate Communications & Branding team to execute relevant programming initiatives that help raise brand awareness for Oaktree’s Credit platform through key conferences and events including Oaktree’s bi-annual client conference.* Learn/master compliance and related industry rules to ensure the creation of compliant content (may include creation of supporting documentation in partnership with other Oaktree departments including, for example, the firm’s Portfolio Analytics Risk & Reporting (“PARR”) department).

Product Development * Partner with lead Product Specialist, Marketing Representatives, investment professionals and other internal stakeholders to research, propose and implement new product ideas, bespoke client solutions or new investor channels for product distribution.* Research and prepare analyses regarding competitive landscape or precedent case studies.

Qualifications * 2-5 years of relevant investment management experience; preferred product specialist or client-facing investment role; investment banking analyst/associate role; or portfolio analytics and reporting role; candidates with management consulting backgrounds to also be considered;* Solid understanding of financial markets with preferred experience selling to, structuring for, and/or servicing retail/intermediary platforms;* Expertise in credit markets is a plus, especially with fixed income instruments such as investment grade and high yield bonds, banks loans and CLOs;* Ability to interact directly with clients and portfolio managers; must demonstrate a high service orientation and superior communication/presentation skills (both written and verbal);* Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions and only expend other internal resources when necessary;* Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of Oaktree’s investment products; and* FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe.

Personal Attributes The successful candidate should: * Be highly motivated to succeed and foster the success of both her/his teammates and Oaktree’s credit platform;* Demonstrate the poise, confidence and professionalism needed to establish relationships, garner support and engage team members to ensure successful completion of projects; * Possess strong project management skills and be comfortable overseeing the completion of multiple time sensitive deliverables; * Be a self-starter who originates ideas, and identifies and captures opportunities;* Possess a strong desire and a superior ability to articulate complex financial concepts (both verbal and written) to current and prospective clients;* Demonstrate outstanding attention to detail and an aptitude for working with portfolio analytics and data* Desire for continued learning of financial markets and instrument types in an ever changing investment landscape;* Have strong integrity and dedication to excellence;* Value differences and uphold all other Oaktree core values;* Excel in a demanding, fast-paced environment while maintaining the highest quality standards; and* Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.

Education Bachelor’s degree (major in Finance, Business, Marketing, Communications or related field preferred).

CFA preferred.

Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment.

Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances.

This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.

This policy applies to all Oaktree applicants, employees, clients, and contractors.

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