Analyst/Associate, Investor Relations (Private Equity)

Oaktree Capital Management, L.P. • Los Angeles, CA

19d • Onsite

About The Position

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.

Requirements

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

Nice To Haves

• prior client-facing experience is a plus

Responsibilities

• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level