Associate, Diligence Services

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

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. With 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, career development opportunities, and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. As a member of the Diligence Services team, the Proposals Writer/Due Diligence Project Manager plays a crucial role in supporting the sales and marketing process. Leveraging firm-wide resources, you will craft standard Due Diligence Questionnaires (DDQs), respond to formal Requests for Proposals (RFPs)/Requests for Information (RFIs) for Oaktree's funds, and address ad-hoc due diligence questions. Additionally, you will support client monitoring efforts by preparing RFIs and fulfilling periodic information requests. Your responsibilities will include working with other departments and Subject Matter Experts to select, draft, and write accurate responses to client requests, preparing due diligence packages, ensuring the integrity of internally stored content databases, identifying opportunities for process and technological improvements, and demonstrating a strong understanding of Oaktree's open-end strategies and their relevant metrics. To excel in this role, you should have approximately 3-5 years of RFP experience within a finance, marketing, or legal role, preferably within the investment management industry. You must possess exceptional organizational skills, prioritize work effectively, and have outstanding writing abilities. As a proactive and collaborative individual, you will contribute to enhancing systems and processes, operate independently on both short-term and long-term goals, and communicate complex concepts effectively to various audiences. Personal attributes crucial for success in this role include outstanding initiative, a strong work ethic, passion for process improvement, excellent interpersonal skills, the ability to operate independently while leveraging firm-wide resources effectively, attention to detail, and the capacity to manage multiple projects with differing priorities to meet deadlines. You should be a team-oriented individual who upholds strong integrity, professionalism, and a commitment to excellence in alignment with Oaktree's values. Oaktree is an equal opportunity employer. Applicants for positions in Los Angeles with a criminal history will be considered for employment in accordance with applicable federal, state, and local laws. For more information, please visit our website at www.oaktreecapital.com.,

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