Oaktree
Finance
Associate,DiligenceServices
Neural analysis suggests this role is
optimal for Mid candidates.
“Associate, Diligence Services at Oaktree. Skills: Diligence Services, client reporting, RFP experience, project management. Preparing qualitative client reporting (ad hoc and recurring) and ongoing diligence packages, including standard due diligence questionnaires and auxiliary. Working with other departments and Subject Matter Experts to select, draft and write accurate and consistent responses to routine or nuanced client”
What You'll Achieve.
build efficiencies through process and technological improvements
Industry & Context.
applies research and technical skills to solve problems; makes sound decisions with limited information
What They're Looking For.
Must Have
5–8 years professional experience, 3–5 years of RFP experience in finance, marketing, or legal roles, Bachelor's degree in Accounting or Finance
Nice to Have
RFP experience ideally within an asset management, Experience in high volume processes and technology-enabled, project management skills, Experience in a global environment working with stakeholders across numerous jurisdictions and time zones, Familiarity with investment products and services, including a basic understanding of various asset classes and investment experience in an institutional private fund marketing environment, Bachelor's degree in finance, economics, business management, marketing, communications or other relevant discipline
What You'll Do.
Preparing qualitative client reporting (ad hoc and recurring) and ongoing diligence packages
including standard due diligence questionnaires and auxiliary
Working with other departments and Subject Matter Experts to select
draft and write accurate and consistent responses to routine or nuanced client
Ensuring the integrity of internally stored content
Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine-based tasks
How You'll Work.
Team & Collaboration
working closely with other verticals within Business Development as well as other departments within the firm; Ability to operate independently while also being highly collaborative; works well across teams
Communication Scope
communication skills in English – both written and verbal – is key; excellent interpersonal outstanding initiative
Process & Methodology
project management skills, proven ability to manage timelines, resources, and stakeholders across multiple projects
Full Job Description
**Our Company** Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 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. . For additional information please visit our website at [www.oaktreecapital.com](http://www.oaktreecapital.com/). **Scope & Responsibilities** The Oaktree Diligence & Reporting team is part of the firm’s broader Business Development organization. The team aims to be a key component to providing best-in-class service to Oaktree's global clientele. As a member of the Hyderabad-based Diligence & Reporting team, the Diligence Writer / Project Manager will coordinate and craft responses to client inquiries, working closely with other verticals within Business Development as well as other departments within the firm. **Responsibilities include:** • Preparing qualitative client reporting (ad hoc and recurring) and ongoing diligence packages, including standard due diligence questionnaires and auxiliary documentation; • Working with other departments and Subject Matter Experts to select, draft and write accurate and consistent responses to routine or nuanced client requests; • Ensuring the integrity of internally stored content databases; and • Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine-based tasks. **Qualifications** • Minimum 5–8 years professional experience, including approximately 3–5 years of RFP experience in fin
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