ResponsibilitiesOaktree created a centralized Capital Solutions team in 2025 and is seeking an Associate to assist with portfolio company financings across all our funds. The Capital Solutions team was formed in 2025 and has the mandate to centralize financing across the firm, with tremendous white space to create a new business within a long-established asset manager. Assist with the marketing, structuring and execution of financing transactions for new and existing Oaktree portfolio companies across the following markets: Private Credit, Term Loan A, Term Loan B, High Yield and preferred equity.
1. Arrange financing processes to support new buyouts or refinancings of existing portfolio companies, with full ownership from initial outreach and screening, marketing materials creation and data room population through lender diligence, grid negotiation and documentation:
- Coordinate with lenders, external counsel and internal teams (investment professionals, accounting, legal, finance, tax, KYC, etc.) to facilitate transaction documentation and execution
- Assist in the creation of a financing grid (alongside counsel) to support term negotiations
- Drive the creation of key marketing materials, including lender presentations and financial models
- Collaborate with investment teams to address lender diligence requests
- Help provide financing insights to investment teams to support underwriting processes (providing guidance on target market, high-level structure / terms, etc.)
2. Build effective working relationships with banks, direct lenders and key internal stakeholders
- Serve as internal contact for financing-related inquiries from portfolio managers, relationship managers and investment professionals
- Maintain active relationships with bank and direct lending partners to provide up-to-date market color and inform the lender selection process
3. Reporting and Portfolio Management:
- Actively monitor credit facility portfolio, company performance and market developments to recommend proactive refinancings, dividend recaps or other accretive financing transactions to investment teams and management teams
- Prepare presentations and reports for internal stakeholders and external partners, ensuring accuracy and clarity
- Address day-to-day inquiries related to credit facilities from internal teams, lenders, and other third parties
Qualifications- A minimum of 2 years of business experience, which may include a background in 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, while independently driving projects to completion
- Expertise at preparing and reviewing complex financial models and external presentations (e.g., CIMs, Investor Presentations, Lender Presentations, etc.)
- The individual must have exceptional financial modeling skills and be very advanced in the use of Microsoft Excel, PowerPoint and the latest AI tools; Bloomberg experience is preferred
Personal Attributes- The successful candidate must demonstrate considerable initiative and be a self-starter
- The candidate must have excellent written, verbal and interpersonal communication skills
- The individual will be team-oriented and collaborative and must possess strong integrity and professionalism
- The candidate must have the ability to interface with different stakeholders and demonstrate strong problem-solving skills
EducationBachelor's degree required
Base Salary Range$140,000 - $180,000
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. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
