Associate, Diligence Services

Our Company 

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 1200 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.

For additional information please visit our website at www.oaktreecapital.com 

Scope & Responsibilities

As a member of the Diligence Services team, the Proposals Writer/Due Diligence Project Manager will support the sales and marketing process by leveraging firm-wide resources to craft standard DDQs, respond to formal RFPs/RFIs for Oaktree’s funds and respond to ad-hoc due diligence questions.  The Diligence Services Hyderabad team will also support client monitoring efforts by preparing RFIs and fulfilling periodic information requests.

Responsibilities include:

• Working with other departments and Subject Matter Experts to select, draft and write accurate and consistent responses to routine or nuanced client and prospective client requests;
• Preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information;
• 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
• Strong understanding of Oaktree’s open-end strategies and their relevant operating, performance and risk metrics.

Experience Required

• Minimum 5–8 years relevant experience, including approximately 3–5 years of RFP experience in finance, marketing, or legal roles—ideally 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;
• 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.

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.