Senior Associate, Marketing, Strategy & Research

Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $179 billion in assets under management as of June 30, 2023. 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 1,000 employees and offices in 20 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
Responsibilities
We are looking to hire an individual who will report to the Head of Marketing Strategy & Research to aid in further enhancing and developing internal reporting, analytics and business strategy for the Marketing Department. This candidate will be responsible for helping to execute on all of the team's initiatives and will work alongside Marketing management, Marketing Reps and the Global Marketing Strategy & Research team.
Responsibilities include, but are not limited to:

• Manage and liaise with investment teams and Corporate Finance on the development of the Firm's fundraising assumptions (original target vs. projections);
• Manage and report on department's fundraising progress relative to target at the strategy level with Corporate Finance for Oaktree's Board of Directors, senior leadership meetings and firmwide reporting (e.g., Townhall);
• Act as the key conduit between Brookfield and Oaktree for all questions related to fundraising;
• Manage the ongoing implementation and business requirements associated with Salesforce, the CRM system;
• Act as key liaison for Marketing Leadership and Marketing Reps and drive new technology initiatives for the department (including travel to offices and training Reps);
• Provide analytical and research support on fee negotiations related to new business opportunities;
• Work closely with various departments across the organization, including Client Relations, Legal, Compliance, and Accounting, on the implementation of new firm systems (e.g., e-sub doc project);
• Support fundraising efforts by partnering with our Workgroup Leads, to provide regular commitment summary/pipeline updates, help drive marketing-related collateral used during a fundraise, and work with new products group, legal, the product specialist, marketing leadership and others in the development of timelines, marketing materials, webcasts, legal documents, regulator registrations and the appropriate fund container;
• Liaise with regional strategy and research team members to ensure global coordination of department and firm initiatives;
• Perform other tasks and project work

Qualifications

• 5-6 years of experience preferably within the investment banking, institutional asset management or consulting industries
• Strong analytical background and project management skills
• Experience managing and modeling large amounts of data in Microsoft Excel
• Experience analyzing financial data and metrics with sufficient familiarity to recognize potential issues
• Knowledge of other Microsoft Tools, including PowerPoint
• Familiarity with client relationship management systems, including Salesforce
• Proven track record working with individuals across various disciplines including Marketing, product specialists, portfolio managers, and IT teams to understand and define reporting requirements

Personal Attributes

• Strong analytical skills and proficient in building models
• Outstanding initiative and a strong work ethic
• Ability to operate independently on short-term and long-term goals
• Excellent presentation, interpersonal, written and verbal communication skills and the ability to clearly articulate complex concepts, ideas and processes
• Creative passion for understanding databases and systems and improving processes
• High attention to detail and superior organizational skills
• Resourceful, team-oriented and collaborative and must possess strong integrity and professionalism

Education
Bachelor's degree required
Base Salary Range
$110,000 - $125,000
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, 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.