Senior Associate Or Assistant Vice President, Diligence Services

Oaktree Investment Manager Job

Oaktree is a leader among global investment managers specializing in alternative investments, with about $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 1,200 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.

The Diligence Services team (DS) is part of Oaktree's broader Marketing and Client Relations organization. The DS 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 Marketing and Client Relations as well as other departments within the firm.

Scope and responsibilities

The (DS) 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 Proposals 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 on 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.

Experience required

• For the Sr. Associate 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry;
• For the Assistant Vice President 5-8 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.

Personal attributes

• 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 to contribute and edit content for RFP responses;
• The candidate must be detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions;
• They will be organized and able to manage multiple projects with differing priorities to meet deadlines;
• The candidate will be team-oriented and must possess strong integrity and professionalism and share Oaktree's common goal of excellence; and
• Unwavering attention to detail.

Education

A Bachelor's degree is required.

Base Salary range for Senior Associate $105,000 - $130,000

Base Salary range for Assistant Vice President $130,000 - $160,000

In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.

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. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.