Job Opportunity
Analyst – Product Strategy, Private Equity
Oaktree | Los Angeles, CA
Job Summary
Develop internal subject matter expertise regarding the firm’s strategies’ approach, areas of focus and portfolios along with industry regulations and firm standards. Bachelor’s degree. 1+ years of relevant experience, preferably in investment banking, institutional asset management, or consulting.
Details
Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 25 cities worldwide.
We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
The Product Strategy team is a part of Oaktree’s Business Development organization with the responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree’s strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement.
For more information, visit https://www.oaktreecapital.com/
About the Job
This role will be primarily aligned to Oaktree’s Special Situations and Power Opportunities strategies. This individual will support these strategies at the direction and under supervision of our senior product specialists. The candidate will be expected to develop internal subject matter expertise regarding our strategies’ approach, areas of focus and portfolios along with industry regulations and firm standards.
Responsibilities:
Product Strategy
* 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 the 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
Product Development
* Support the preparation of market research and demand assessments on current and prospective product offerings
* Assist the 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
Education:
* Bachelor’s degree (major in Finance, Business, Economics, or related field preferred)
Qualifications:
* 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
Personal Attributes:
* Ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and aspects of Oaktree’s product offerings
* Outstanding attention to detail and exceptional organizational skills
* 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
* Excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts
Click here for details on this job
- Job Reference #: 2025-479
- Compensation: $ 120,000
- Min Education: BA/BS
- Min Experience: 1 years