Senior Associate, Proposal Writer​/Due Diligence Project Manager, Diligence & Reporting

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with over $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 1,300 employees and offices in 26 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 Diligence & Reporting team (D&R) is part of Oaktree’s broader Business Development organization. The D&R team aims to be a key component to raising capital and providing best-in-class service to the Oaktree's global clientele. Team members coordinate and craft responses to fundraising and client inquiries, working closely with other verticals within Business Development as well as other departments within the firm.

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The D&R team is responsible for managing the coordination and submission of Request for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Oaktree clients and prospects globally. As a Proposal Writer/Due Diligence Project Manager, you will play an important role in the firm’s client servicing and business development initiatives. The team collaborates with various departments across the organization to ensure that all responses are compelling, accurate and timely.

You will work closely with subject matter experts to write and edit both standard and customized content, while also managing the integrity and quality of the content within the team’s database. Team members thrive in both independent and collaborative settings, fostering a culture that encourages teamwork and professional growth.

Additional responsibilities include:

• Interacting with functional areas across the company including but not limited to portfolio management, product specialists, marketing representatives, client services representatives, accounting, compliance, legal, sustainability, technology and operations in order to complete marketing requests;
• Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests;
• Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information;
• Participating in quality assurance reviews for peer work products;
• Ensuring the integrity of internally stored content databases;
• Identifying and executing opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and
• Understanding of all or a majority of Oaktree’s investment strategies and their relevant operating, performance and risk metrics.

• Approximately 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry;
• Experience responding to RFP and/or client related inquiries for firm and fund specific information;
• Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills;
• Exceptional writing skills: ability to craft thoughtful and compelling commentary; and
• Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences.

• The successful candidate will have outstanding initiative and a strong work ethic;
• Passion for improving systems and processes;
• Ability to operate independently on short- and long-term goals;
• The candidate must be highly collaborative with excellent interpersonal skills;
• The ability to leverage firm wide resources in an effective and judicious manner;
• Strong written and verbal communication skills; ability…