Vice President, Investor Relations (Value Opportunities)
About The Position
Oaktree is seeking a Vice President of Investor Relations for its Value Opportunities strategy. Investor Relations sits within Oaktree’s investment teams and grows and deepens relationships with clients and prospects across its strategies. The team represents Oaktree’s products and serves as a subject matter expert, partnering with Sales and Fundraising Management to drive growth and strengthen client engagement. It also collaborates with Finance and Accounting, Operations, and Compliance to provide client coverage. The role supports product investor relations, marketing, and fundraising. The successful candidate will develop expertise in the Fund and its portfolio, performance, positioning, and competitive landscape; prepare clear client-facing materials and responses to investor inquiries; support client engagement and due diligence; and help advance fundraising and investor coverage. Over time, the position may assume dedicated regional coverage and broader fundraising responsibilities as product knowledge, investor relationships, and coverage capabilities develop.
Requirements
- 6–8 years of financial services experience, including experience as a hedge fund investor relations professional.
- Poise, confidence, and professionalism to establish relationships, garner support, and engage team members to complete projects successfully.
- Excellent verbal and written interpersonal and communication skills, including the ability to explain technical concepts clearly and simply to clients.
- Outstanding attention to detail and superior organizational skills.
- A highly collaborative approach to work.
- Self-starter who originates ideas and identifies and captures opportunities.
- Strong integrity, professionalism, and dedication to excellence.
- Values differences and upholds Oaktree’s core values.
- Ability to excel in a demanding, fast-paced environment while maintaining high quality standards.
- Natural problem solver who can independently identify and recommend productivity and efficiency improvements.
- Bachelor’s degree; a major in Finance, Business, Marketing, Communications, or a related field is preferred.
Nice To Haves
- MBA, CFA, or other recognized advanced credentials.
- Bachelor’s degree major in Finance, Business, Marketing, Communications, or a related field.
Responsibilities
- Serve as a subject matter expert for the Fund, including its portfolio, performance, positioning, competitive landscape, and related internal resources.
- Help synthesize investment insights into clear, client-ready materials.
- Contribute to fund brochures, talking points, and other marketing and client-facing materials, working with the offshore team as appropriate.
- Prepare responses to regular and ad-hoc investor inquiries, including DDQs, RFPs, and other diligence requests concerning portfolio investments and positioning, in partnership with relevant internal teams.
- Support client meeting preparation by identifying appropriate materials, ensuring data accuracy and consistency, and coordinating input across teams.
- Help coordinate materials for periodic client engagement, including co-investment opportunities.
- Manage and oversee operational due diligence processes for prospective and existing LPs.
- Exercise sound judgment on sensitive client-facing matters.
- Partner with the lead VOF Sales Specialist on fundraising initiatives, pipeline development, and multi-prong marketing strategy.
- Over time, assume dedicated coverage responsibilities for hedge fund investors, Fund LPs, and CRMs in a prescribed region.
- Identify prospective clients and work with CRMs to develop prospective LP engagement strategies.
- Plan regular roadshows, meet with LPs, and attend industry conferences.
- Coordinate public relations and digital presence with the Corporate Communications and Branding team.
- Meet with prospective clients to explain and pitch the strategy or product before investment professionals participate in meetings.
- Support or conduct training on investment strategy and positioning for Oaktree Marketing and/or Client Services representatives.
- Gather market intelligence and feedback on VOF and help refine strategy positioning and messaging.
- Take on broader fundraising responsibilities as product knowledge, investor relationships, and regional coverage capabilities develop.
Benefits
- Discretionary bonus incentives.
- Comprehensive benefits package.
- Flexible work arrangement.
- Training and career development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
