Analyst/Associate, Investor Relations (Private Equity)

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.

Investor Relations is a part of Oaktree’s investment teams with responsibility for growing and deepening relationships with the clients and prospects investing in our respective strategies. Investor Relations professionals serve as representatives and subject matter experts for Oaktree’s strategies and products, partnering closely with our sales and fundraise management teams to drive growth and deepen client engagement.

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

Responsibilities

This role will be primarily aligned to Oaktree’s Special Situations and Power Opportunities strategies.  This individual will support these strategies at the direction and under supervision of our senior Investor Relations professionals.  The candidate will be expected to develop internal subject matter expertise regarding the strategies’ approach, areas of focus and portfolios along with industry regulations and firm standards.  This role is based in Los Angeles, CA.

Selected responsibilities include:

• Support the senior Investor Relations professionals in the design, creation and management of client collateral for internal and external consumption, including marketing materials, performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, talking points etc.)
• Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of senior Investor Relations professionals
  • Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate
  • Coordinate with the appropriate internal resources when information is not readily available
• Support technical product/investment-related investor requests; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team
• Alongside the senior Investor Relations professionals, develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, competitors, portfolio composition and performance, sustainability integration, among others.
• Assist with the preparation for product-related investor calls and meetings, including new business development pitches, portfolio reviews, webcasts, and live events
• Assist in the execution of their respective strategy’s co-investment program, including preparing co-investment deal materials, curating prospective investor lists, and managing the investor due diligence process
• Assist in coordination and preparation of materials for fund LPAC (i.e., limited partner advisory committee) meetings
• Support the formation and oversight of separate accounts designed to achieve client needs and objectives
• Develop internal materials or analysis to support new product ideas
• Ensure all communications are fully compliant with industry regulations and firm standards

Qualifications

• 1-3 years of relevant experience preferably in investment banking, institutional asset management, or consulting; prior client-facing experience is a plus
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
• Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment

Personal Attributes

• Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and other aspects of Oaktree’s product offerings
• Exhibit outstanding attention to detail and exceptional organizational skills
• Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts 
• Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with limited oversight
• Thrive in a dynamic, high-rigor environment where responsibilities may shift daily
• Be highly resourceful, exercising sound judgment in responding to internal and investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary
• Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution
• Be highly motivated to succeed and committed to supporting the success of teammates
• Excel in a fast-paced, demanding environment while maintaining exceptional quality standards
• Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency
• Demonstrate the ability to interact confidently with clients, investment professionals, and senior leadership
• Uphold the highest standards of integrity, professionalism, and dedication to excellence
• Embrace diversity and uphold all core values of Oaktree

Education

Bachelor’s degree (major in Finance, Business, Economics, or related field preferred).

Base Salary Range

Analyst: $100,000 - $120,000

Associate: $115,000 - $135,000

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.

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.