Job Description

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with over $192 billion in assets under management as of March 31, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. Headquartered in Los Angeles, the firm has over 1,200 employees and offices in 22 cities worldwide.

For additional information please visit our website at

Scope and Responsibilities

The Client Services department is responsible for delivering excellence in service to Oaktree investors globally on behalf of Oaktree. (In connection with Oaktree's products, strategies and operations. The Client Services Representative (CSR) will interact directly with clients and partners with Oaktree's Marketing (sales) representatives and all Oaktree departments, including Product Management, Reporting & Performance, Diligence Services, Legal, Compliance, Accounting and Portfolio Management to lead and direct a successful Oaktree client experience.

Relationship Management

Partners with Marketing representatives on managing client relationships; acts as primary point of contact for servicing large institutional relationships. Monitors client engagement and proactively identifies ways to ensure optimal level of client engagement.

Responsible for responding to inquiries and determining proactive ways to increase client engagement.

Serves as point of escalation for client issues.

Organizes and leads client review and certain diligence meetings.

Oversees client onboarding activities (ensures moving through document submissions, mutual understanding of reporting requirements, welcome notes/portal access, etc.).

Sales and Due Diligence Partner

Partners closely with Marketing (sales) to lead or support the Investment Due Diligence (IDD) process (e.g., SMA structuring discussions; facilitating RFPs, legal negotiations, and other diligence activities; prepping investment teams and other firm members with key objectives for upcoming meetings).

Understands key clients' investment goals, allocations and current manager make-up and new searches; builds relationships with main contacts for both investments and operations at key client organizations.

Assists with presentations and proposals for cross-strategy, multi-strategy or strategic partnership opportunities (working with Product Management on strategy-specific content).

Coordinates and/or creates presentations for cross-selling, multi-strategy or strategic partnership opportunities.

May create operational due diligence content.

Experience Required

Solid foundation in investor servicing and investment finance concepts including existing knowledge of, or ability to rapidly acquire knowledge of, the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;

Prior client-facing and sales-support experience;

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

Superior communication skills, both written and verbal;

6+ years of experience in a similar role within the financial services Industry;

Personal Attributes

The successful candidate will have outstanding initiative and be a self-starter;

Excellent interpersonal, verbal and written business communication skills;

Must be capable of explaining operational and technical concepts clearly and simply to clients and client-facing personnel;

Outstanding organization skills with high attention-to-detail;

Team-oriented and collaborative and must possess strong integrity and professionalism.

Education

Bachelor's Degree CFA, CAIA, or MBA designations a plus

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.

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