Assistant Vice President, Credit Product Specialist

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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 1,400 employees and offices in 24 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.

For additional information please visit our website at

• Creating, refining and managing content that effectively conveys Oaktree’s structured credit and asset-backed finance strategies, capabilities and portfolio activity.
• Responding to existing and prospective investor requests for information.
• Delivering marketing programming and thought leadership to raise awareness about Oaktree’s offerings and broad platform capabilities.
• Assessing and supporting the development of new product opportunities.
• Serving as a surrogate for Oaktree portfolio managers in some client interactions after acquiring and demonstrating expertise.

• Purchases, or commits to purchase, assets, with or without leverage.
• Lends, or commits to lend, secured by assets, in a senior or mezzanine position.
• Insures, or provides capital relief against, assets.
• Provides essential capital to businesses primarily engaged in the origination and servicing of assets.

• Support product marketing, fundraising, investor relations, client servicing, and product development.
• Lead creation of strategy content (e.g., pitch books, custom presentations, commentaries):
  • Building and maintaining presentations including standard or custom materials.
  • Crafting commentary in response to client inquiries, prospect RFPs/due diligence questionnaires, quarterly letters, and other investor communications.
  • Incorporating industry, asset class or competitor trends in new or existing materials.
  • Collaborating with product specialists and other Oaktree departments to standardize, streamline, or improve content.
  • Learning compliance and related industry advertising rules to assist in the creation of compliant content.
• Support fundraising initiatives by:
  • Accompanying portfolio managers when meeting with prospective clients.
  • Partnering with Marketing and investment team on strategic planning, inclusive of research on LPs.
  • Building relationships with Marketing team and driving follow-up where relevant and appropriate.
  • Researching and preparing analysis regarding competitive landscape or precedent case studies.
  • Gathering intel regarding the market reaction to our products and refining messaging/strategy content accordingly.
  • Supporting and/or conducting Marketing Rep education about the strategies throughout a fundraising campaign.
• Participate in product-related investor calls and meetings, including portfolio reviews, fund webcasts, etc.
• Work with Corporate Communications & Branding team to identify and deliver client events, conferences, or other programs.
• Contribute to product development initiatives by:
  • Researching, proposing and implementing new product ideas, bespoke client solutions, or new investor channels.
  • Funneling market intelligence back to Oaktree’s investment teams and senior leadership (e.g., competitor activity, evolution of investor demand).

• 5‑6+ 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, and (3) demonstrate a high service orientation.
• Fluency with MS Office suite (PowerPoint, Excel, Teams) for creating client-facing and internal…