Associate, Investor Relations (Global Opportunities)

Oaktree Capital Management•Los Angeles, CA

About The Position

The Associate, Investor Relations will support Oaktree’s flagship Global Opportunities strategy by executing investor communications and preparing client materials. Investor Relations professionals represent and serve as subject matter experts for Oaktree’s products, partnering with Sales and Fundraising Management to grow and strengthen client relationships. The role works closely with Investor Relations colleagues, investment professionals, the Global Client Group, and teams across Finance and Accounting, Legal, Compliance, and Operations to provide high-quality client coverage and respond to investor inquiries accurately and on time. It offers the opportunity to develop deep knowledge of leveraged finance and opportunistic credit strategies in a collaborative, investment-focused environment. The Associate will develop expertise in the Global Opportunities strategy, including its portfolio, performance, positioning, competitive landscape, and internal resources. The role supports the creation of clear, accurate, client-ready communications and materials, contributes to portfolio commentary, helps prepare for client meetings and periodic engagement, and coordinates information and deliverables across teams. The Associate is expected to take ownership of execution quality, maintain attention to detail, and approach problem-solving proactively. The position requires 2–4 years of relevant financial services experience. A bachelor’s degree is required; a major in Finance, Business, Marketing, Communications, or a related field is preferred. The base salary range is $125,000–$155,000, with discretionary bonus incentives, a comprehensive benefits package, and a flexible work arrangement. Salary will be commensurate with experience and/or qualifications, industry knowledge and expertise, and prior training and education.

Requirements

2–4 years of relevant financial services experience.
Strong interest in markets and leveraged finance, with the ability to communicate effectively in writing and orally.
Outstanding initiative, strong work ethic, and 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 Series 7 and 63 licenses, or ability to obtain them within a compressed timeframe.
Proficiency in Microsoft Office Suite, including PowerPoint, Excel, and Word, and ability to create client-facing and internal deliverables.
Bachelor’s degree.

Nice To Haves

Bachelor’s degree major in Finance, Business, Marketing, Communications, or a related field preferred.
MBA, CFA, or other recognized advanced credentials a plus.

Responsibilities

Serve as a subject matter expert for the Global Opportunities strategy, including its portfolio, performance, positioning, competitive landscape, and related internal resources.
Synthesize investment insights into clear, client-ready materials.
Contribute written commentary regarding the portfolios and build 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 appropriate materials, ensuring data accuracy and consistency, and coordinating inputs across teams.
Prepare responses to regular and ad hoc investor inquiries about existing portfolio investments and overall positioning.
Help coordinate materials for periodic client engagement, including Limited Partner Advisory Committee (LPAC) meetings or co-investment opportunities.
Maintain strong attention to detail and execution quality as part of a high-performing Investor Relations team.
Track deliverables and timelines to ensure timely client responses and completion of materials.
Identify required information and coordinate with the investment team, reporting teams, Global Client Group, and other stakeholders to collate and present information to investors.
Take ownership of the quality of final deliverables, including materials contributed to by multiple teams.
Demonstrate a proactive approach to problem-solving.