Associate, Investor Relations (Global Opportunities)

Our Company

As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is 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.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

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

Responsibilities

Investor Relations sits within Oaktree’s investment teams and is responsible for growing and deepening relationships with clients (investors) and prospects across our strategies. As both representatives and subject matter experts for Oaktree’s products, our IR professionals partner closely with Sales and Fundraising Management to drive growth and strengthen client engagement. They also collaborate with colleagues in Finance and Accounting, Operations, and Compliance to deliver best-in-class client coverage.

This role will be aligned to Oaktree’s flagship Global Opportunities strategy, supporting the execution of investor communications and materials for the strategy. This individual will work closely with other Investor Relations team members, investment professionals, our Global Client Group, and other internal stakeholders (across Finance and Accounting, Legal and Compliance) to deliver high-quality investor materials, support client engagement efforts, and ensure timely and accurate responses to investor inquiries. The role offers the opportunity to develop deep knowledge of leveraged finance and opportunistic credit strategies within a collaborative, investment-focused environment.

Primary responsibilities will include:

Investor Communications

• Serve as a subject matter expert for the Global Opportunities strategy, including its portfolio, performance, positioning, competitive landscape, and related internal resources

• Support the team in synthesizing investment insights into clear, client-ready materials
  • Contribute to written commentary regarding the portfolios, building the foundation to participate more actively in client discussions over time
  • Develop fund brochures, talking points on salient topics, and other marketing and client-facing materials, working with the offshore team as appropriate
• Assist with preparation for client meetings, including identifying materials to use, ensuring data accuracy and consistency across materials, and coordinating inputs across teams
• Prepare responses to regular and ad hoc investor inquiries relating to existing portfolios’ investments and overall positioning
• Help coordinate materials for periodic client engagement such as Limited Partner Advisory Committee (LPAC) meetings or co-investment opportunities

• Contribute to a high-performing investor relations team by maintaining strong attention to detail and execution quality
• Track deliverables and timelines to ensure timely responses to clients and timely completion of materials
• Identify required information and coordinate across the investment team, reporting teams, the Global Client Group, and other stakeholders to collate and present it to investors
• Take ownership of the quality of the end product, even when multiple teams have contributed
• Demonstrate a proactive approach to problem-solving

Qualifications

• Associate: 2-4 years of relevant financial services experience.  Title will be commensurate with the candidate’s relevant experience and qualifications.
• Strong interest in markets and leveraged finance, with an ability to communicate effectively (written and oral)
• Outstanding initiative and a strong work ethic, with a highly proactive and self-driven approach
• Superior attention to detail and exceptional organizational skills
• Ability to exercise good judgment regarding investor requests
• Ability to interact with clients, investment teams, and investors
• Strong project management and teamwork skills
• FINRA licenses (Series 7 and 63) or the ability to obtain them within a compressed timeframe
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables

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

$125,000 - $155,000

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.