Talent.com
Vice President, Real Estate Debt Product Specialist
Vice President, Real Estate Debt Product SpecialistOaktree Capital Management • Los Angeles, CA, US
Vice President, Real Estate Debt Product Specialist

Vice President, Real Estate Debt Product Specialist

Oaktree Capital Management • Los Angeles, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Oaktree Real Estate Debt Strategy Product Specialist

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 1,400 employees and offices in 25 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.

The Product Strategy team is a part of Oaktree's Business Development organization with responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree's strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement.

This role will be aligned to Oaktree's Real Estate Debt strategy, covering institutional closed-end and open-end funds, as well as separate account(s). This individual will work in close partnership with Oaktree's capital formation and real estate investment teams to : perform market demand assessments, shape fundraising strategy, launch new products, and lead the development and ongoing enhancement of the strategy's collateral suite. This candidate will be expected to attend real estate investment team meetings and spend considerable time with the portfolio manager(s) of the strategy. This position will also benefit from the resources of the broader product specialist group at Oaktree.

Selected responsibilities include :

  • Serve as the global subject matter expert for Oaktree's real estate debt strategy
  • Coordinate fundraising strategy for the real estate debt strategy globally in partnership with the capital formation and real estate investment teams
  • Seek to achieve client retention and growth in AUM through the ownership of technical product-related investor requests through resolution, serving as the primary liaison to real estate investment team; responsible for articulating current positioning and outlook, recent market activity and material portfolio events
  • Support the completion of request for proposals ("RFPs") and ad hoc due diligence questionnaires in partnership with Oaktree's diligence services team
  • Design, create and manage product-reporting and collateral suite for internal and external consumption, including performance and market commentary, quarterly letters and other investor communications (i.e., presentations, factsheets, quarterly reports, insights pieces, etc.)
  • Provide internal training and resources to the capital formation team
  • Lead product-related investor calls and meetings, including new business development pitches, portfolio reviews, and fund webcasts
  • Ensure all communications are fully compliant with industry regulations and firm standards

Partner with the capital formation team, real estate investment professionals, and other internal stakeholders to explore new product ideas, bespoke client solutions, or new investor channels for product distribution

  • Conduct market demand assessments, execute new fund launches, and track ongoing client engagement and feedback through the completion of fund closings
  • Lead the formation and oversight of separate account and co-investment strategies designed to achieve client needs and objectives
  • Develop internal materials or analysis to support new product ideas
  • Qualifications :

  • 7+ years of relevant experience preferably within the institutional asset management, investment banking, real estate, or consulting industries; client-facing experience preferred
  • Deep understanding of real estate investing, with specific knowledge of real estate credit markets
  • Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
  • Highly resourceful; ability to exercise superior judgment regarding investor requests : to interpret them, ask appropriate questions, and only expend internal resources of the firm for the most relevant, needed situations
  • Proven ability to interact directly with clients, portfolio managers and senior leadership; must demonstrate a high service-orientation
  • Experience operating a function and / or designing or improving processes
  • Fluency with MS Office suite for creating client-facing and internal deliverables
  • Experience managing multiple projects simultaneously and working collaboratively as part of a team
  • Superior communication skills, both written and verbal
  • FINRA licenses (Series 7 and 63) or ability to acquire licenses in a compressed timeframe
  • Personal Attributes :

  • Be highly motivated to succeed and to foster the continued success of his / her teammates and Oaktree's Real Estate platform
  • Be intellectually curious and a student of financial markets
  • Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects
  • Be highly collaborative in the execution of your work product
  • Be a self-starter who originates ideas, and identifies and captures opportunities
  • Have excellent interpersonal and communication skills (verbal and written) must show aptitude for explaining technical concepts clearly and simply to clients
  • Possess outstanding attention to detail and superior organizational skills
  • Have strong integrity, professionalism and dedication to excellence
  • Value differences and uphold all other Oaktree core values
  • Excel in a demanding, fast-paced environment while maintaining the highest quality standards
  • Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency
  • Education :

  • Bachelor's degree (major in Finance, Business, Marketing, Communications or related field preferred). MBA, CFA or other recognized advanced credentials a plus
  • Base Salary Range : $190,000 - $225,000

    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.

    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.

    [job_alerts.create_a_job]

    Vice President Product • Los Angeles, CA, US

    [internal_linking.related_jobs]
    Vice President, Debt

    Vice President, Debt

    Bellwether • El Segundo, CA, United States
    [job_card.full_time]
    Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies thro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Real Estate Manager : Global Portfolio & LatAm Leases

    Senior Real Estate Manager : Global Portfolio & LatAm Leases

    Sony • Culver City, CA, United States
    [job_card.full_time]
    Sony Corporation of America seeks a Senior Manager of Real Estate to lead domestic and international real estate strategy and transactions. Based in Culver City, CA, the position emphasizes managing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Head of Real Estate Due Diligence & Fund Formation

    Head of Real Estate Due Diligence & Fund Formation

    Griffin Capital • El Segundo, California, United States
    [job_card.full_time]
    A leading real estate investment firm in California is seeking an experienced professional to oversee fund formation and launch processes. The candidate will handle due diligence and communicate wit...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Leasing Specialist

    Leasing Specialist

    Los Angeles Staffing • Los Angeles, CA, US
    [job_card.full_time]
    Marketing And Leasing Specialist.Overview The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construct...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote-Real Estate Investment Representative

    Remote-Real Estate Investment Representative

    Rebuilt • Los Angeles, CA, US
    [filters.remote]
    [job_card.full_time]
    Remote-Real Estate Investment Representative.Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real e...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Real Estate Tax Senior Manager — Lead & Elevate Teams

    Real Estate Tax Senior Manager — Lead & Elevate Teams

    Regal Executive Search • Beverly Hills, CA, United States
    [job_card.full_time]
    A leading tax consulting firm is seeking a Senior Tax Manager to oversee U.The ideal candidate will have a Bachelor's degree in a relevant field, with a minimum of 10 years of tax experience.This r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Vice President, Debt Placement

    Senior Vice President, Debt Placement

    Exceptional Dental • Santa Monica, California, United States
    [job_card.full_time]
    Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive v...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Real Estate Exchange Brokerage Specialist (Vice President)

    Real Estate Exchange Brokerage Specialist (Vice President)

    Ploutus Advisors Inc • Torrance, CA, United States
    [job_card.full_time]
    Ploutus Advisors Inc, based in Los Angeles, is part of a family of privately-owned companies committed to delivering excellence in real estate and business advisory. As a full-service real estate in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Real Estate

    Director, Real Estate

    Philz Coffee • Los Angeles, CA, US
    [job_card.full_time]
    California - within a Philz Market in the SF Bay Area or Los Angeles.We have ambitious expansion plans and we're looking for a. In this role, you'll lead the full real estate strategy; from identify...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Real Estate Due Diligence & Fund Launch

    Director of Real Estate Due Diligence & Fund Launch

    Griffin Capital Corp. • El Segundo, California, United States
    [job_card.full_time]
    A leading investment management firm in California is seeking a professional with over 5 years of experience to oversee fund formation and due diligence processes. The ideal candidate has strong ana...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Leasing Specialist

    Leasing Specialist

    The Michaels Organization • Los Angeles, CA, US
    [job_card.full_time]
    Marketing And Leasing Specialist.The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Leasing

    Director of Leasing

    BH Properties • Los Angeles, CA, US
    [job_card.full_time]
    BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, and multi-family properties throughout the Western United S...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Real Estate Valuation Principal

    Real Estate Valuation Principal

    Withum • Los Angeles, CA, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Real Estate Strategy & Portfolio Growth

    VP, Real Estate Strategy & Portfolio Growth

    InterDent Service Corporation • El Segundo, CA, United States
    [job_card.full_time]
    A healthcare organization based in California is seeking a Vice President of Real Estate to manage its real estate activities including strategic planning, site selection, acquisitions, and financi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP, Renewables Investment Banking — Remote Leader

    VP, Renewables Investment Banking — Remote Leader

    Agentis Capital • Los Angeles, CA, United States
    [filters.remote]
    [job_card.full_time]
    A leading global financial advisory firm is seeking a Vice President for their Investment Banking division.This role involves overseeing financial modeling and transaction execution, developing cli...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Real Estate Tax Manager — Client Advisory & Leadership

    Real Estate Tax Manager — Client Advisory & Leadership

    The Agency Recruiting • Torrance, CA, United States
    [job_card.full_time]
    A prominent recruiting agency seeks a Tax Manager in Torrance, California.The successful candidate will manage client relationships and provide a full spectrum of tax services.Responsibilities incl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Real Estate Accounting

    Vice President, Real Estate Accounting

    CIM Group • Los Angeles, California, United States, 90001
    [job_card.full_time]
    Vice President, Real Estate Accounting.CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val...[show_more]
    [last_updated.last_updated_30]
    Senior VP, Economic Damages & Real Estate Valuations (MAI)

    Senior VP, Economic Damages & Real Estate Valuations (MAI)

    J.S. Held LLC • Los Angeles, CA, United States
    [job_card.full_time]
    A global consulting firm is looking for a Vice President of Economic Damages & Valuations in Los Angeles.Responsibilities include overseeing appraisal staff, conducting real estate evaluations, and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]