Oaktree Capital Management, L.P. · 3 months ago
Vice President, Liquid Credit Product Specialist
New York
Full-time
Hybrid
Mid, Senior Level
$190K/yr - $225K/yr
7+ years expOaktree Capital Management is a leader among global investment managers specializing in alternative investments. The Vice President, Liquid Credit Product Specialist will coordinate fundraising strategies and serve as a subject matter expert for liquid credit strategies, focusing on market demand assessments and product development.
Business DevelopmentCreditFinanceFinancial Services
Responsibilities
Coordinate fundraising strategy in partnership with the capital formation team and track ongoing client engagement/feedback
Serve as a subject matter expert for the relevant strategies, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others
Support clients and prospects with product-related inquiries; responsible for articulating current positioning and outlook, recent market activity and material portfolio events to help retain and grow client assets
Design, create and manage 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, etc.)
Have ownership of technical product-related investor requests, liaising directly with the relevant investment team; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team
Lead product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events
Provide internal training and resources to the capital formation team detailing the market opportunity, competitive advantages, and current fund strategy and positioning
Ensure all communications are fully compliant with industry regulations and firm standards
Conduct market research and demand assessments on current and prospective product offerings
Partner with the capital formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution
Lead the formation and oversight of separate accounts designed to achieve client needs and objectives
Develop internal materials or analysis to support new product ideas
Qualification
Required
7+ years of relevant experience preferably within an institutional asset management, investment banking, consulting or product/investment specialist role; client-facing experience preferred
Deep understanding of credit markets, with specific knowledge of sub-IG asset classes
Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, and only expend internal resources of the firm for the most relevant, needed situations
Proven ability to interact directly with clients, portfolio managers and senior leadership; must demonstrate a high service-orientation
Experience operating a function and/or designing or improving processes
Fluency with MS Office suite for creating client-facing and internal deliverables
Experience managing multiple projects simultaneously and working collaboratively as part of a team
Superior communication skills, both written and verbal
FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe
Preferred
Bachelor's degree (major in Finance, Business, Marketing, Communications or related field preferred)
MBA, CFA (or progress toward CFA), CAIA, or other recognized advanced credentials a plus
Benefits
Discretionary bonus incentives
Comprehensive benefits package
Flexible work arrangement
Company
Oaktree Capital Management, L.P.
Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-03-13Acquired
2012-04-12IPO
Leadership Team
Armen Panossian
Co-CEO and Portfolio Manager
Robert O'Leary
Co-CEO and Portfolio Manager, Global Opportunities
Recent News
2026-01-23
2026-01-22
Alternative Credit Investor
2026-01-16
Company data provided by crunchbase