Associate, Investor Relations (Global Opportunities)
About The Position
Oaktree’s Investor Relations team develops and deepens relationships with clients and prospects across the firm’s investment strategies. The team represents and serves as a subject matter resource for Oaktree’s products, partnering with Sales and Fundraising Management to support growth and client engagement and collaborating with Finance and Accounting, Operations, and Compliance to provide client coverage. Aligned with Oaktree’s flagship Global Opportunities strategy, the Associate supports investor communications and materials. The role works closely with Investor Relations colleagues, investment professionals, the Global Client Group, and other internal stakeholders to produce high-quality investor materials, support client engagement, and respond accurately and promptly to investor inquiries. It offers the opportunity to develop knowledge of leveraged finance and opportunistic credit strategies.
Requirements
- 2–4 years of relevant financial services experience.
- Strong interest in markets and leveraged finance, with effective written and oral communication skills.
- Outstanding initiative, strong work ethic, and a highly proactive, self-driven approach.
- Superior attention to detail and exceptional organizational skills.
- Good judgment when handling 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 are a plus.
Responsibilities
- Serve as a subject matter expert on the Global Opportunities strategy, including its portfolio, performance, positioning, competitive landscape, and internal resources.
- Synthesize investment insights into clear, client-ready materials and contribute written commentary about the portfolios.
- Develop fund brochures, talking points, and other marketing and client-facing materials, coordinating with the offshore team as appropriate.
- Prepare for client meetings by identifying appropriate materials, checking data accuracy and consistency, and coordinating inputs across teams.
- Respond to regular and ad hoc investor inquiries about portfolio investments and overall positioning.
- Coordinate materials for periodic client engagement, including Limited Partner Advisory Committee meetings and co-investment opportunities.
- Maintain attention to detail and execution quality while contributing to a high-performing Investor Relations team.
- Track deliverables and timelines to support timely client responses and completion of materials.
- Identify required information and coordinate with investment, reporting, Global Client Group, and other teams to present it to investors.
- Take ownership of the quality of final deliverables, including those involving multiple contributing teams.
- Take a proactive approach to problem-solving.
Benefits
- Discretionary bonus incentives.
- Comprehensive benefits package.
- Flexible work arrangement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
