Associate, Investor Relations, Private Credit
TOIGO Foundation, Los Angeles, CA, United States
Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk‑controlled approach to investments in credit, equity, and real estate. With more than 1,400 employees and offices in more than 25 cities worldwide, Oaktree is committed to cultivating an inclusive and collaborative environment that values diversity of thought and supports community initiatives.
Responsibilities This role aligns with Oaktree’s corporate direct lending and multi‑strategy private credit strategies, supporting the execution of investor communication and materials for the relevant strategies. The individual will work closely with investor relations team members, investment professionals, the 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.
Investor Communications
Support preparation for client meetings, identifying materials, 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.
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
2–3 years of relevant experience in a client‑facing role in institutional asset management.
Strong interest in markets and leveraged finance, with the 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.
Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For Positions Based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
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Responsibilities This role aligns with Oaktree’s corporate direct lending and multi‑strategy private credit strategies, supporting the execution of investor communication and materials for the relevant strategies. The individual will work closely with investor relations team members, investment professionals, the 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.
Investor Communications
Support preparation for client meetings, identifying materials, 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.
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
2–3 years of relevant experience in a client‑facing role in institutional asset management.
Strong interest in markets and leveraged finance, with the 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.
Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For Positions Based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
#J-18808-Ljbffr