Oaktree - Product Specialist Role, Associate

Hey Everybody,

Wanted to see if anyone has color on the role listed above. Seems more like a middle office role, but name does carry some weight. Does this firm have good internal mobility? Pay is decent, but just curious what to expect in role like this.

Thank!

5 Comments
 
I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

Late to this thread. I am a PS at a competitor and have very good knowledge of the role at Oaktree.

PS is fundamentally a liaison/bridge between investment team and asset raising team. At the junior level you'd be producing/updating fundraising collateral, answering written inbounds, doing data updates, etc. At mid level (VP ish) you'd start doing client update meetings, telling them how their fund is performing. You aren't expected to sell but you are a tool used by the fundraising team. At senior level you will start doing product design/strategy, participating in investment team ICs to present/defend the client viewpoint, etc. Remember these firms are more about gathering assets today than generating excess returns. Yes returns matter but in an age where more and more relies on tried tested and true methods (leverage, process improvement, rationalization, bolt-ons/buy and build), gathering assets becomes more and more important. Put it this way, Blackstone, KKR, Carlyle, Apollo, Ares, Oaktree didn't become huge because they are always generating huge alpha. They became huge because they sell something people want. PS role is part of that.

 

Et eum ex ut libero suscipit natus. Dolores nisi aspernatur explicabo doloribus quidem. Et eius aut aperiam qui.

Deserunt dolores porro et necessitatibus quia sit quam. Laudantium eligendi officiis earum laboriosam. Quasi odit tempore atque commodi consequuntur.

Minima est velit doloribus pariatur expedita aut totam voluptas. Facere repellendus non voluptatem voluptatem. Tenetur quae aspernatur dicta sed quasi ut et.

Career Advancement Opportunities

August 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.2%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

August 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

August 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

August 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (105) $280
  • 2nd Year Associate (235) $272
  • 1st Year Associate (413) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (356) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”