Oaktree Capital Group, LLC

Vice President

Oaktree Capital Group, LLC$200K — $275K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years of client-facing experience in institutional asset management
  • Strong interest in credit investing, leveraged finance, or private markets
  • Experience collaborating with clients and investment teams
  • Excellent written and verbal communication skills
  • Good judgment in managing investor requests
  • Solid project management and teamwork abilities
  • FINRA licenses (Series 7 and 63) required
  • Proficient in Microsoft Office Suite with deliverable creation skills

Responsibilities

  • Prepare and respond to investor inquiries regarding portfolios and performance
  • Participate in client updates to enhance communication and relationship management
  • Collaborate with Client Relationship Managers and Investment Specialists for engagement
  • Support investor governance activities and LPAC processes
  • Assist in fundraising narratives and client engagement with Global Client Group
  • Provide expertise during LP diligence and co-investment processes
  • Manage project timelines and deliverable quality across teams

Benefits

  • Comprehensive benefits package
  • Flexible work arrangement
  • Discretionary bonus incentives
  • Eligibility for competitive bonuses based on performance
  • Opportunities for professional development through internal training programs
Full Job Description
Responsibilities
This role will be aligned to Oaktree's corporate direct lending and multi-strategy private credit strategies. This individual will work closely with investor relations team members, investment professionals, the Global Client Group, and other internal stakeholders to support investor engagement, contribute to fundraising and diligence processes, and ensure the timely and accurate delivery of investor materials.

The role requires strong investment acumen, attention to detail, and the ability to contribute meaningfully to discussions on portfolios, positioning, and performance, while maintaining a high standard of excellence across all investor-facing materials.

Investor Communications
• Prepare responses to investor inquiries relating to portfolio investments, performance, and positioning; and anticipate what investors may want to know based on market backdrop and relationship context
• Participate in regular client updates on portfolios to learn how we communicate with clients and manage relationships
• Partner closely with Client Relationship Managers (CRMs) and Investment Specialists to support investor engagement efforts
• Support LPAC processes and related investor governance activities
• Develop the skills to be a credible, client-facing extension of the investment teams with time and experience
Capital Formation & Strategic Solutions
• Partner with Global Client Group to support fundraising and client engagement efforts, including in forming fundraising narrative
• Provide product and portfolio expertise in the LP diligence process
• Support co-investment processes, including investor communication and coordination
• Contribute to customized client solutions (e.g., separate accounts), working alongside Global Client Group and investment team
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
• Demonstrate sound judgment with respect to sensitive, client-facing matters, and coach more junior members of the team in the same

Qualifications
• 5-8 years of relevant experience in a client-facing role in institutional asset management
• Exposure to and a strong interest in credit investing, leveraged finance, or private markets
• Experience interacting with clients, investment teams and investors
• Highly effective communication skills (written and verbal)
• Ability to exercise good judgment regarding investor requests
• Strong project management and teamwork skills
• FINRA licenses (Series 7 and 63)
• 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
$200,000-$275,000

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.
Learn more about Oaktree Capital Group, LLC

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