Associate, Capital Markets

Oaktree Capital Management, L.P.•New York, NY

1d•$140,000 - $180,000

About The Position

Oaktree is seeking an Associate to support its centralized Capital Solutions team, established in 2025 to coordinate financing across the firm’s funds. The team works across Private Credit, Term Loan A, Term Loan B, High Yield and preferred equity markets, with an opportunity to help build a new business within a long-established asset manager. The Associate will support the marketing, structuring and execution of financings for new and existing Oaktree portfolio companies. The role includes managing financing processes from initial lender outreach and screening through preparation of marketing materials, lender diligence, term negotiations and documentation. It also involves advising investment teams on financing markets and structures, maintaining lender and internal stakeholder relationships, and monitoring portfolio credit facilities and company performance to identify potential financing opportunities. Oaktree is part of Brookfield’s credit platform and describes its culture as collaborative, curious and inclusive, with an emphasis on diversity of thought, training, career development and support for local communities.

Requirements

At least 2 years of business experience, which may include investment banking, capital markets and/or private credit.
Fundamental understanding of credit markets and corporate finance.
Outstanding analytical, communication and project management skills.
Ability to manage high-pressure tasks with competing priorities and deadlines, and independently drive projects to completion.
Expertise preparing and reviewing complex financial models and external presentations, such as CIMs, investor presentations and lender presentations.
Exceptional financial modeling skills and advanced proficiency in Microsoft Excel, PowerPoint and the latest AI tools.
Bachelor’s degree required.
Considerable initiative and a self-starter approach.
Excellent written, verbal and interpersonal communication skills.
Team-oriented and collaborative approach, with strong integrity and professionalism.
Ability to work with different stakeholders and demonstrate strong problem-solving skills.

Nice To Haves

Bloomberg experience.

Responsibilities

Arrange financing processes for new buyouts and refinancings of existing portfolio companies, owning the process from initial outreach and screening through lender diligence, grid negotiation and documentation.
Coordinate with lenders, external counsel and internal investment, accounting, legal, finance, tax and KYC teams to facilitate transaction documentation and execution.
Assist counsel with creating financing grids to support term negotiations.
Create key marketing materials, including lender presentations and financial models.
Collaborate with investment teams to respond to lender diligence requests.
Provide financing insights to investment teams to support underwriting, including guidance on target markets and high-level structures and terms.
Serve as an internal contact for financing inquiries from portfolio managers, relationship managers and investment professionals.
Maintain active relationships with bank and direct-lending partners, provide current market information and inform lender selection.
Monitor credit facilities, portfolio company performance and market developments, and recommend proactive refinancings, dividend recaps or other accretive financing transactions to investment and management teams.
Prepare accurate and clear presentations and reports for internal stakeholders and external partners.
Respond to day-to-day credit facility inquiries from internal teams, lenders and other third parties.