Analyst, Investor Engagement - Client Services

Our Company

As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is 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.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Our Company

As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is 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.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Scope and responsibilities

The Client Services department is responsible for delivering excellence in service to Oaktree investors globally on behalf of our products, strategies and Oaktree operations.  The client services professional will interact directly with clients and coordinate with Oaktree’s Capital Formation relationship managers and all Oaktree departments, including, Legal, Accounting, Audit and Tax to lead and direct client inquiries throughout the firm.

Responsibilities include:

• Serve as the first point of client contact for inquiries about their Oaktree investments for U.S.-based clients with the goal of enhancing client relationships with Oaktree.
• Receive, evaluate and lead investor requests through to resolution;
• Be the primary owner of operational and administrative requests such as tax re-solicitations and audit confirmations;
• Self-direct/manage inquiries where information/resources are readily available;
• Where information is not readily available, interface with the appropriate internal resources (e.g., Client Services, Capital Formation, Accounting, Tax, Legal, Audit, etc.) to respond to investor requests;
• Deliver thoughtful, complete and easily understood responses to clients in a timely manner;
• Partner closely with our Capital Formation relationship managers to continuously maintain and grow our client relationships;
• Develop and maintain good working relationships with counterparts and operating functions at investor organizations; gain an understanding of how an investor operates in order to better service them;
• Develop and maintain strong relationships across Oaktree teams in order to facilitate meeting client needs;
• Prepare and process regular and ad-hoc client communications related to fund reporting and partner/account activity;
• Complete callbacks with investors for wire updates;
• Partner with our offshore business process outsourcing team to facilitate new requests and review outputs related to tax re-solicitations, audit confirmations, wire updates, recurring report distributions, etc.;
• Solve client problems in a way that prevents the issue from recurring in the future; and
• Recommend improvements to our client interactions, internal processes/technology and be an active participant in making enhancements/working on key strategic initiatives.

 Experience required

• Minimum 4 years relevant experience, preferably in financial services;
• Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks; and
• Strong working knowledge of Microsoft Office and CRM system such as Salesforce.

Personal attributes

• Highly resourceful; ability to exercise superior judgment regarding investor requests;
• Ability to interact with internal and external clients;
• Strong communication skills (written and verbal);
• Superior organizational skills with strong attention-to-detail;
• Excellent interpersonal, verbal and written communication skills;
• Self-starter with a proven ability to take initiative;  
• Strong work ethic and the ability to quickly build credibility and gain confidence of others; and
• Team-oriented with strong integrity and professionalism.

 Education

• Bachelor’s degree 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

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.