Our company

Oaktree is a leader among global investment managers specializing in alternative investments, with $205 billion in assets under management as of September 30, 2024. 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 23 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 and Responsibilities:

Market coverage and understanding:

• Accurate mapping and knowledge of UK Institutional landscape. This would ideally include DB and DC Pension funds, LGPS pools/local LGPS, insurance companies, endowments/foundations as well as a network of Single and Multi-Family offices.

• The candidate would understand the requirements of institutional clients in terms of product design, approval process and implementation within their portfolios

• The candidate would have experience selling traditional GP/LP closed end fund structures across Private Credit/ PE/Real Estate.

• The candidate would understand local regulatory investment vehicles such as OEIC’c, SICAV’s and potentially ELTIF/LTAF structures.

• Ability to engage at different levels of the target organisations including internal manager selection teams through to CIO’s

• This role would ideally suit a candidate who is ready to take the step up to an external facing sales and business development role perhaps having been an internal sales support/junior relationship manager. Whilst providing support on some established relationships this role will provide the opportunity to build and develop their own relationships over time targeting some mid sized institutional LP’s and sourcing new family office clients.

Product knowledge:

• Sound understanding of the Private/public Credit, PE and RE landscape. Ability to communicate the investment strategies to ensure interest and progress to the next steps of meeting with investment teams for deeper dives.

• Understanding of the main asset allocation themes affecting the institutional marketplace within the UK

• Ability to explain and identify where Oaktree’s products may fit and resonate within prospects portfolios

• Good understanding of ESG trends and best practices shaping the industry

• Some level of understanding of private markets/alternative funds where appropriate including strategies and fund structures

Sales strategy/activity:

• Development and implementation of sales strategy to target audience to position Oaktree suite of funds

• Ability to source and engage with new prospective clients not currently covered by the senior team members

• Ability to work closely with relevant product specialists and investment personal to execute sales strategy

• Structured interaction with target accounts including regular strategy updates/ad hoc pitch/update meetings and ability to plan roadshows with relevant investment teams

• Ability to represent Oaktree at conferences and client events

• Maintenance of internal CRM system (Salesforce), maintaining meeting notes and accurate up to date sales pipelines

Manage internal firm relationships:

• Ability to work with investments, legal, operations, client services, product specialists and form strong inter firm relationships

Experience Required

• 6-10 years of relevant experience VP level in top tier Asset Manager/Private bank

• Proven track record in knowing the UK institutional market and successfully selling and servicing it

• Proficiency in Microsoft Excel and Word as well as marketing databases

Personal Attributes

• Ability to work independently/self-motivator

• Ability to work on a number of different leads at once

• Demonstratable sales and closing skills, including a track record of successfully raising capital

• Able to install trust and build long term lasting relationships

• Responsible with a strong work ethic and sense of dedication

• Excellent interpersonal, verbal, and written communication skills

• Works well under pressure and with time constraints

• Outstanding organization skills with high attention-to-detail

Education

• Undergraduate or equivalent degree

• Postgraduate/professional qualification preferable but not required (MBA/CFA/CAIA etc.)

• Investment Management certificate (IMC) required

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.