Oaktree Capital Management, L.P.
Vice President, Real Estate Debt Product Specialist
Oaktree Capital Management, L.P., Los Angeles, California, United States, 90079
Vice President, Real Estate Debt Product Specialist
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Oaktree Capital Management, L.P.
Oaktree is a global investment manager specializing in alternative investments, with about $200 billion in assets under management, over 1,400 employees and offices in 25 cities worldwide.
We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. The Product Strategy team is part of Oaktree’s Business Development organization with responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree’s strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement.
Responsibilities
Serve as the global subject matter expert for Oaktree’s real‑estate debt strategy.
Coordinate fundraising strategy for the strategy globally in partnership with the capital formation and real‑estate investment teams.
Seek to achieve client retention and growth in AUM by handling technical product‑related investor requests and serving as the primary liaison to the real‑estate investment team.
Support the completion of RFPs and ad‑hoc due‑diligence questionnaires in partnership with Oaktree’s diligence services team.
Design, create and manage product‑reporting and collateral suite for internal and external consumption, including performance and market commentary, quarterly letters and other investor communications.
Provide internal training and resources to the capital formation team.
Lead product‑related investor calls and meetings, including new business development pitches, portfolio reviews, and fund webcasts.
Ensure all communications are fully compliant with industry regulations and firm standards.
Partner with the capital formation team, real‑estate investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels.
Conduct market demand assessments, execute new fund launches, and track ongoing client engagement and feedback through the completion of fund closings.
Lead the formation and oversight of separate account and co‑investment strategies designed to achieve client needs and objectives.
Develop internal materials or analysis to support new product ideas.
Qualifications
7+ years of relevant experience preferably within institutional asset management, investment banking, real estate, or consulting; client‑facing experience preferred.
Deep understanding of real‑estate investing with specific knowledge of real‑estate credit markets.
Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree.
Highly resourceful; exercise superior judgment regarding investor requests.
Proven ability to interact directly with clients, portfolio managers and senior leadership; 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.
Personal Attributes
Highly motivated to succeed and to foster the continued success of Oaktree’s Real Estate platform.
I intellectually curious and a student of financial markets.
Demonstrate poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure successful completion of projects.
Highly collaborative in executing work product.
A self‑starter who originates ideas, identifies and captures opportunities.
Excellent interpersonal and communication skills (verbal and written) – aptitude for explaining technical concepts clearly and simply to clients.
Outstanding attention to detail and superior organizational skills.
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.
Natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.
Education Bachelor’s degree in Finance, Business, Marketing, Communications or related field preferred. MBA, CFA or other advanced credentials a plus.
Base Salary Range $190,000 – $225,000
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, disability, veteran status or any other classification protected by applicable law. This policy applies to all Oaktree applicants, employees, clients and contractors.
Seniority level Executive
Employment type Full‑time
Job function Finance
Industries
Financial Services
Investment Management
Venture Capital and Private Equity Principals
#J-18808-Ljbffr
–
Oaktree Capital Management, L.P.
Oaktree is a global investment manager specializing in alternative investments, with about $200 billion in assets under management, over 1,400 employees and offices in 25 cities worldwide.
We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. The Product Strategy team is part of Oaktree’s Business Development organization with responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree’s strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement.
Responsibilities
Serve as the global subject matter expert for Oaktree’s real‑estate debt strategy.
Coordinate fundraising strategy for the strategy globally in partnership with the capital formation and real‑estate investment teams.
Seek to achieve client retention and growth in AUM by handling technical product‑related investor requests and serving as the primary liaison to the real‑estate investment team.
Support the completion of RFPs and ad‑hoc due‑diligence questionnaires in partnership with Oaktree’s diligence services team.
Design, create and manage product‑reporting and collateral suite for internal and external consumption, including performance and market commentary, quarterly letters and other investor communications.
Provide internal training and resources to the capital formation team.
Lead product‑related investor calls and meetings, including new business development pitches, portfolio reviews, and fund webcasts.
Ensure all communications are fully compliant with industry regulations and firm standards.
Partner with the capital formation team, real‑estate investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels.
Conduct market demand assessments, execute new fund launches, and track ongoing client engagement and feedback through the completion of fund closings.
Lead the formation and oversight of separate account and co‑investment strategies designed to achieve client needs and objectives.
Develop internal materials or analysis to support new product ideas.
Qualifications
7+ years of relevant experience preferably within institutional asset management, investment banking, real estate, or consulting; client‑facing experience preferred.
Deep understanding of real‑estate investing with specific knowledge of real‑estate credit markets.
Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree.
Highly resourceful; exercise superior judgment regarding investor requests.
Proven ability to interact directly with clients, portfolio managers and senior leadership; 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.
Personal Attributes
Highly motivated to succeed and to foster the continued success of Oaktree’s Real Estate platform.
I intellectually curious and a student of financial markets.
Demonstrate poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure successful completion of projects.
Highly collaborative in executing work product.
A self‑starter who originates ideas, identifies and captures opportunities.
Excellent interpersonal and communication skills (verbal and written) – aptitude for explaining technical concepts clearly and simply to clients.
Outstanding attention to detail and superior organizational skills.
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.
Natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.
Education Bachelor’s degree in Finance, Business, Marketing, Communications or related field preferred. MBA, CFA or other advanced credentials a plus.
Base Salary Range $190,000 – $225,000
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, disability, veteran status or any other classification protected by applicable law. This policy applies to all Oaktree applicants, employees, clients and contractors.
Seniority level Executive
Employment type Full‑time
Job function Finance
Industries
Financial Services
Investment Management
Venture Capital and Private Equity Principals
#J-18808-Ljbffr