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Oaktree Capital Management, L.P. · 1 day ago

Vice President, Private Credit Product Specialist

New York, United States

Full-time

Hybrid

Mid, Senior Level

$190K/yr - $225K/yr

7+ years exp

Oaktree Capital Management, L.P. is a leader among global investment managers specializing in alternative investments. The Vice President, Private Credit Product Specialist will develop expertise in private debt strategies, coordinate fundraising efforts, and support client engagement while partnering with investment teams to drive growth.

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 and funds, 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

Client-facing experienceDeep understanding of creditProduct specialist experienceMS Office proficiencyFINRA licensesHighly resourcefulSuperior communication skillsAttention to detailTeam collaborationProblem-solving skills

Required

7-10 years of relevant experience preferably within the investment banking, institutional asset management or consulting industries; client-facing experience required

2+ years in a client-facing product specialist role

Deep understanding of credit and broader financial markets

Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree

Highly resourceful and ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, do homework, 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

Be highly motivated to succeed and to foster the continued success of his/her teammates and Oaktree's Global Private Debt platform

Be intellectually curious and a student of financial markets

Have excellent interpersonal and communication skills (verbal and written) – must show aptitude for explaining technical concepts clearly and simply to clients

Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects

Be highly collaborative in the execution of your work product

Be a self-starter who originates ideas, and identifies and captures opportunities

Possess outstanding attention to detail and superior organizational skills

Have strong integrity, professionalism and dedication to excellence

Value differences and uphold all other Oaktree core values

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

Preferred

Bachelor's degree (major in Finance, Business, Marketing, Communications or related field preferred)

MBA, CFA or other recognized advanced credentials a plus

Benefits

Discretionary bonus incentives

Comprehensive benefits package

Flexible work arrangement

Company

Oaktree Capital Management, L.P.

Glassdoor3.6

Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.

Founded in 1995

Los Angeles, California, USA

1001-5000 employees