Associate, Product Management, Real Estate

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Job description

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $155 billion in assets under management as of May 31, 2021. 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 1000 employees and offices in 19 cities worldwide.

For additional information please visit our website at .

Scope and 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, refining and managing 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 the development of new product opportunities.

This PSG Associate position will be aligned to Oaktree's three real estate strategies (real estate debt, real estate income and opportunistic real estate) and will support those areas at the direction and under the supervision of our real estate product management professionals. The candidate will be expected to develop internal subject matter expertise regarding our strategies' approach, areas of focus and portfolios. Selected responsibilities include:

Product Marketing / Fundraising

• Supporting the real estate Product Management and Investment teams in the design and creation of fundraising-related product/strategy content (e.g., pitch books and presentations, competitor analyses, talking points, thought pieces)
  • Assisting in the development/improvement of existing content or the development of new materials by staying abreast of industry, asset class and competitor trends
  • Learning compliance and related industry advertising rules to assist in the creation of compliant content (may include creating supporting documentation in partnership with other Oaktree departments)
  • Assuming project management responsibilities related to new product launches or other initiatives

Product Investor Relations / Client Servicing

• Preparing standard content (e.g., brochures and portfolio review materials) and custom presentations to be used with investors during update meetings, at client conferences, etc.
  • Assisting with collateral or website maintenance routines as needed
  • Ideating and implementing improvements to associated data aggregation or reporting processes through enhanced or new technology tools
• Crafting product/strategy commentary or investment performance commentary
• Responding to or providing information on product- or strategy-specific inquiries and requests under the direction of Product Management professionals
  • Understanding the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate
  • Coordinating with the appropriate internal resources when information is not readily available
• Preparing content as part of the firm's bi-annual client conference and other programming/event initiatives
• Occasionally supporting the Corporate Communications & Branding team to deliver client events, conferences, or other programs

Product Development

• Working closely with product specialists, marketing representatives, investment professionals and other internal stakeholders to research new product ideas
• Contributing to internal materials or analysis for new products
• Researching and preparing analyses regarding competitive landscape or precedent case studies

Experience Required

• 1 to 4 years of experience preferably within the investment banking, institutional asset management or consulting industries; client-facing experience a plus;
• Prior experience in real estate;
• Excellent PowerPoint skills for creating client-facing and internal presentations;
• Excellent communication skills, both written and verbal;
• Experience managing multiple projects simultaneously and working collaboratively as part of a team;
• Ability to interact directly with clients, portfolio managers and senior leadership;
• Understanding of key macroeconomic, industry and regulatory trends affecting our business and the potential impacts (or opportunities created) for our strategies;
• Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, seeking guidance and escalating issues as appropriate;
• Ability to acquire a thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;
• Research experience utilizing third-party data provider platforms a plus; and
• FINRA licenses (Series 7 and 63) are a plus.

Personal Attributes

The successful candidate should:

• Be highly motivated to succeed and to foster the success of his/her teammates;
• Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure successful completion of projects;
• Desire to be in a dynamic role with a high level of rigor and where the work may change day-to-day;
• Be a self-starter who originates ideas, and identifies and captures opportunities and can push forward on initiatives with limited oversight or guidance;
• Have excellent interpersonal and communication skills (verbal and written) - must show an aptitude for explaining technical concepts clearly and simply;
• Possess outstanding attention to detail and superior organizational skills;
• Have strong integrity, professionalism and dedication to excellence;
• Excel in a demanding, fast-paced environment while maintaining the highest quality standards;
• 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).

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.