ResponsibilitiesThis role will be aligned to Oaktree's corporate direct lending and multi-strategy private credit strategies, supporting the execution of investor communication and materials for the relevant strategies. This individual will work closely with other investor relations team members, investment professionals, our Global Client Group, and other internal stakeholders to deliver high-quality investor materials, support client engagement efforts, and ensure timely and accurate responses to investor inquiries. The role offers the opportunity to develop deep knowledge of leveraged finance and private credit strategies within a collaborative, investment-focused environment.
Primary responsibilities would include:
Investor Communications- Support preparation for client meetings, including identifying materials to use, ensuring data accuracy and consistency across materials, and coordinating inputs across teams
- Prepare responses to regular and ad-hoc investor inquiries relating to existing portfolios' investments and overall positioning
- Help coordinate materials for periodic client engagement such as LPAC meetings or co-investment opportunities
- Contribute to fund brochures, talking points on salient topics, and other marketing and client-facing materials
Project Management & Execution- Contribute to a high-performing investor relations team by maintaining strong attention to detail and execution quality
- Track deliverables and timelines to ensure timely reply to clients and timely completion of materials
- Identify required information and coordinate across investment team, reporting teams, Global Client Group and other stakeholders to collate required information and present it to investors
- Take ownership of the quality of the end-product, even when multiple teams have contributed
- Demonstrate a proactive approach to problem-solving
Insight Development- Develop a strong understanding of portfolio holdings, strategy positioning, and market dynamics
- Support the team in synthesizing investment insights into clear, client-ready materials
- Contribute to written commentary regarding the portfolios, building the foundation to participate more actively in client discussions over time
- Develop sound judgment with respect to sensitive, client-facing matters
Qualifications- 2-4 years of relevant experience in a client-facing role in institutional asset management
- Strong interest in markets and leveraged finance, with an ability to communicate effectively (written and verbal)
- Ability to exercise good judgment regarding investor requests
- Ability to interact with clients, investment teams and investors
- Strong project management and teamwork skills
- FINRA licenses (Series 7 and 63) or the ability to obtain them within a compressed timeframe
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
Education- Bachelor's degree (major in Finance, Business, Marketing, Communications, or related field preferred).
- MBA, CFA or other recognized advanced credentials is a plus.
Base Salary Range$125,000 - $155,000
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.
