Assistant Vice President, Client Relations

6 months ago

Sydney, Australia OakTree Full time

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 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

The Client Relations Department is responsible for delivering excellence in product marketing, service and communications related to Oaktree, its strategies, products and business practices on behalf of the firm and our investment strategies to clients globally, both current and prospective, internal and external.​

Scope and Responsibilities

Relationship Management

Partners with Marketing representatives on managing client relationships; acts as primary point of contact for servicing large institutional relationships. Monitors client engagement and proactively identifies ways to ensure optimal level of client engagement.

Act as contact point for client enquiries (in partnership with Marketing team), developing strong working relationships with the operating and investment functions at investor organizations; gaining an understanding of how an investor operates and their investment objectives to better service them and position Oaktree’s capabilities

Responsible for responding to inquiries and determining proactive ways to increase client engagement. 

Serves as point of escalation for client issues.

Organizes and leads client review and diligence meetings.

Oversees client onboarding activities (ensures moving through document submissions, mutual understanding of reporting requirements, welcome notes/portal access, etc.).

Sales and Due Diligence Partner

Partners closely with Marketing (sales) to lead or support the Investment Due Diligence (IDD) process (e.g., SMA structuring discussions; facilitating RFPs, legal negotiations, and other diligence activities; prepping investment teams and other firm members with key objectives for upcoming meetings).

Understands key clients’ investment goals, allocations and current manager make-up and new searches; builds relationships with main contacts for both investments and operations at key client organizations.

Assists with presentations and proposals for cross-strategy, multi-strategy or strategic partnership opportunities (working with Product Management on strategy-specific content).

Coordinates and/or creates presentations for cross-selling, multi-strategy or strategic partnership opportunities.

Experience Required

5-9 years of relevant experience managing client relationships and servicing clients

Good understanding of Australian investors and market, including the local regulatory climate;

Solid foundation in investment finance concepts and ability to acquire thorough knowledge of the legal, accounting, compliance and operational aspects of the investment products offered by Oaktree;

Ability to interact directly with clients and demonstrated ability to resolve potential client issues;

Superior communication skills, both written and verbal;

Proven ability to prioritize and execute multiple workstreams while maintaining the highest quality standards; exceptional organizational skills;.

Personal Attributes

The successful candidate should:

Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure client needs are met;

Have excellent oral and written business communication skills. Capable of explaining technical concepts clearly and simply;

Excel in a demanding, fast-paced environment while maintaining the highest quality standards;

Possess strong integrity, professionalism and dedication to excellence;

Have a strong work ethic and the ability to build credibility and gain confidence of others;

Have a strong interest in investments, highly analytical and willing to learn about a large number of diversified investment strategies.

Education

Bachelor’s Degree required; MBA or CFA preferred

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.

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