Associate, Capital Markets

Oaktree; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Oaktree, part of Brookfield's capital platform, is seeking an Associate to assist with portfolio company financings across Private Credit, Term Loan A/B, and related structures. The role centralizes financing activity across funds and involves marketing, structuring, and execution for new and existing portfolio companies.

You will coordinate with investment professionals, lenders and internal teams to facilitate diligence and documentation, while helping prepare market insights and financing

Qualifications

• Minimum of 2 years of business experience in finance-related fields.
• Strong understanding of credit markets and corporate finance.
• Excellent analytical, communication, and project management skills.
• Ability to manage high-priority tasks and drive projects to completion.

Responsibilities

• Arrange financing processes to support buyouts or refinancings of portfolio companies with end-to-end ownership.
• Coordinate with lenders, external counsel and internal teams to facilitate documentation and execution.
• Create financing grids to support term negotiations and develop key marketing materials and financial models.
• Maintain relationships with banks and direct lenders to provide market color and inform lender selection.

Skills

Investment Banking

Capital Markets

Private Credit

Financial Analysis

Portfolio Finance

Tools

Excel

Financial Modeling

Job description

Our Company

As a part of Brookfield's $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree's website at http://www.oaktreecapital.com/

Our Company

As a part of Brookfield's $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree's website at http://www.oaktreecapital.com/

Responsibilities

Oaktree 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.,