Analyst, Product Strategy (Private Equity)
Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. The Analyst, Product Strategy role is focused on supporting the Product Strategy team in designing and managing product reporting, responding to investor inquiries, and assisting with market research and product development initiatives.
Responsibilities
- Support the Product Specialist professionals in the design, creation and management of 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, talking points etc.)
- Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of Product Specialist professionals
- Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate
- Coordinate with the appropriate internal resources when information is not readily available
- Support of technical product/investment-related investor requests; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team
- Alongside the Product Specialist professionals, develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others
- Assist with the preparation for product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events
- Assume project management responsibilities related to new product launches or other initiatives
- Ensure all communications are fully compliant with industry regulations and firm standards
- Support the preparation of market research and demand assessments on current and prospective product offerings
- Assist Product Specialists, Capital Formation team, investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution
- Support the formation and oversight of separate accounts designed to achieve client needs and objectives
- Develop internal materials or analysis to support new product ideas
Skills
- 1-2 years of relevant experience preferably in investment banking, institutional asset management, or consulting; prior client-facing experience is a plus
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
- Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment
- Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and aspects of Oaktree's product offerings
- Exhibit outstanding attention to detail and exceptional organizational skills
- Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts
- Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with limited oversight
- Thrive in a dynamic, high-rigor environment where responsibilities may shift daily
- Be highly resourceful, exercising sound judgment in responding to internal and investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary
- Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution
- Be highly motivated to succeed and committed to supporting the success of teammates
- Excel in a fast-paced, demanding environment while maintaining exceptional quality standards
- Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency
- Demonstrate the ability to interact confidently with clients, investment professionals, and senior leadership
- Uphold the highest standards of integrity, professionalism, and dedication to excellence
- Embrace diversity and uphold all core values of Oaktree
- Bachelor's degree (major in Finance, Business, Economics, or related field preferred)
Benefits
- Discretionary bonus incentives
- Comprehensive benefits package
- Flexible work arrangement
Company Overview