Associate, Capital Markets

Oaktree Capital Management, L.P.; New York (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus incentives

Comprehensive benefits package

Flexible work arrangement

Job summary

Oaktree Capital Management, L.P. seeks an Associate to assist with portfolio company financings across Private Credit, Term Loans A/B, High Yield and preferred equity.

The Capital Solutions team centralizes financing across the firm, creating a new business within an established asset manager. You will market, structure and execute financing transactions, build lender materials, coordinate with lenders and internal teams, and aid underwriting with market color and term guidance.

Qualifications

• 2+ years of business experience, including investment banking, capital markets and/or private credit.
• Fundamental understanding of credit markets and corporate finance.
• Exceptional financial modeling skills; advanced Excel and PowerPoint; Bloomberg experience preferred.

Responsibilities

• Assist with marketing, structuring and execution of financings for portfolio companies across markets (Private Credit, Term Loans A/B, High Yield, preferred equity).
• Arrange financing processes for buyouts or refinancings, coordinating with lenders, counsel and internal teams.
• Create financing grid and lender presentations; support term negotiations.

Skills

Financial modeling

Analytical thinking

Communication

Project management

Self-starter

Initiative

Excel proficiency

PowerPoint proficiency

AI tools familiarity

Bloomberg (preferred)

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Bloomberg

AI tools

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., CIMs, Investor Presentations, Lender Presentations, etc.) The individual must have exceptional financial modeling skills and be very advanced in the use of Microsoft Excel, PowerPoint and the latest AI tools; Bloomberg experience is preferred

Personal Attributes

The successful candidate must demonstrate considerable initiative and be a self-starter The candidate must have excellent written, verbal and interpersonal communication skills The individual will be team-oriented and collaborative and must possess strong integrity and professionalism The candidate must have the ability to interface with different stakeholders and demonstrate strong problem-solving skills

Education

Bachelor’s degree required

Base Salary Range

$140,000 - $180,000

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, recruitment advertising, 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. At Oaktree, we focus on hiring individuals with intelligence, dedication, team spirit, integrity and a strong work ethic. We welcome the opportunity to speak with talented professionals who have relevant credentials and experience in investments, marketing and client relations, accounting, legal, compliance, information technology, administrative support and other relevant areas.

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, recruitment advertising, 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.