Associate, Investor Relations, Private Credit

TOIGO Foundation; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Oaktree Capital Management is seeking an Investor Communications professional to support client meetings, investor inquiries, and collateral development for its direct lending and private credit strategies.

The role partners with investment teams, Global Client Group and other stakeholders to deliver high-quality materials, timely responses, and proactive client engagement. A strong finance background and FINRA readiness are required.

Qualifications

• 2-3 years of client-facing experience in institutional asset management.
• Strong interest in markets and leveraged finance; ability to communicate clearly (written and verbal).
• Ability to interact with clients, investment teams and investors.
• Strong project management and teamwork skills.
• FINRA licenses (Series 7 and 63) or ability to obtain them quickly.
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).

Responsibilities

• Support preparation for client meetings, ensuring data accuracy and consistent materials across inputs.
• Prepare responses to investor inquiries about portfolios and positioning.
• Coordinate materials for LPAC meetings and co-investment opportunities.
• Contribute to fund brochures and client-facing materials.
• Maintain high-quality execution and attention to detail within a collaborative team.
• Track deliverables and timelines to respond to clients promptly.

Skills

Markets interest

Leveraged finance

Effective communication

Judgment

Interpersonal skills

Project management

Microsoft Office

Education

Bachelor’s degree in Finance, Business, Marketing, Communications, or related field

MBA, CFA or other credentials

Job description

Our Company

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. The firm has more than 1,400 employees and offices in more than 25 cities worldwide.We are 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.

Investor Relations is a part of Oaktree’s investment teams with responsibility for growing and deepening relationships with the clients and prospects investing in our respective strategies. Investor Relations professionals serve as representatives and subject matter experts for Oaktree’s strategies and products, partnering closely with our sales and fundraise management teams to drive growth and deepen client engagement.

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

Responsibilities

This role will be aligned to Oaktree’s corporate direct lending and multi-strategy private credit strategies, supporting the execution of investor communication and materials for the relevant strategies. This individual will work closely with other investor relations team members, investment professionals, our 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. The role offers the opportunity to develop deep knowledge of leveraged finance and private credit strategies within a collaborative, investment-focused environment.

Primary responsibilities would include:

Investor Communications

• Support preparation for client meetings, including identifying materials to use, 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 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
• 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 an 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.

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.