6-8 years of financial services experience, particularly in hedge fund investor relations.
Strong interpersonal and communication skills for clear client engagement.
Exceptional attention to detail and organizational abilities.
Collaborative mindset for effective teamwork.
Self-starter with a proactive approach to identifying opportunities.
High integrity and professionalism with a commitment to excellence.
Ability to thrive in a fast-paced environment while maintaining quality standards.
Responsibilities
Serve as a subject matter expert on fund performance and competitive landscape.
Synthesize investment insights into client-ready materials and marketing content.
Prepare responses to investor inquiries and due diligence requests.
Coordinate materials for client meetings and periodic engagements.
Support fundraising initiatives and maintain a pipeline of prospective clients.
Plan and execute roadshows and attend industry conferences for client engagement.
Gather market intelligence to refine strategy positioning and messaging.
Benefits
Comprehensive benefits package including flexible work arrangements.
Eligibility for discretionary bonus incentives.
Full Job Description
Responsibilities
Investor Relations sits within Oaktree's investment teams and is responsible for growing and deepening relationships with clients and prospects across our strategies. As both representatives and subject matter experts for Oaktree's products, our IR professionals partner closely with Sales and Fundraising Management to drive growth and strengthen client engagement. They also collaborate with colleagues in Finance and Accounting, Operations, and Compliance to deliver best-in-class client coverage.
Product Investor Relations / Marketing
Serve as a subject matter expert for the Fund, including its portfolio, performance, positioning, competitive landscape and related internal resources
Support the team in synthesizing investment insights into clear, client-ready materials
Contribute to fund brochures, talking points on salient topics, 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) relating to existing portfolios' investments and overall positioning in partnership with relevant internal teams
Support preparation for client meetings, including identifying materials to use, ensuring data accuracy and consistency across materials, and coordinating inputs across teams
Help coordinate materials for periodic client engagement such as co-investment opportunities
Manage and oversee operational due diligences processes for prospective and existing LPs
Develop sound judgment with respect to sensitive, client-facing matters
Fundraising
Partner with lead VOF Sales Specialist to support fundraising initiatives, build and maintain pipeline, and develop 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 partner with CRMs to strategize on prospective LP engagement
Plan regular roadshows to meet with LPs, attend industry conferences, etc.
Work with the Corporate Communications and Branding team to coordinate PR and digital presence
Meet with prospective clients to explain and pitch the strategy/product ahead of investment professional meeting participation
Support and/or conduct training about investment strategy and positioning for Oaktree's Marketing and/or Client Services reps
Understand/gather intelligence/feedback concerning the market reaction to VOF and help refine strategy positioning and messaging
As product knowledge, investor relationships and regional coverage capabilities develop, take on broader responsibilities in support of fundraising efforts
Qualifications
The successful candidate should:
Possess 6-8 years of financial services experience, including experience as a hedge fund investor relations professional.
Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects;
Have excellent interpersonal and communication skills (verbal and written) - must show aptitude for explaining technical concepts clearly and simply to clients;
Possess outstanding attention to detail and superior organizational skills;
Be highly collaborative in the execution of your work product;
Be a self-starter who originates ideas, and identifies and captures opportunities;
Have strong integrity, professionalism and dedication to excellence;
Value differences and uphold all other Oaktree core values;
Excel in a demanding, fast-paced environment while maintaining the highest quality standards; and
Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.
Education
Bachelor's degree (major in Finance, Business, Marketing, Communications or related field preferred). MBA, CFA or other recognized advanced credentials a plus
Base Salary Range
$200,000 - $250,000
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.
About Oaktree Capital Group, LLC
Oaktree Capital Group, LLC is a global investment management firm specializing in alternative investment strategies. The firm was founded in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Oaktree has more than 950 employees and offices in 19 cities worldwide. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Oaktree's clients include 75 of the 100 largest U.S. pension plans, more than 400 corporations around the world, and over 350 endowments and foundations globally.
