Capital Solutions Associate - Flexible Finance & Growth

Oaktree Capital Management; 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 in New York seeks an Associate to join the centralized Capital Solutions team to finance portfolio company transactions across private credit, term loans, and related instruments. You will help with marketing materials, data rooms, and lender diligence.

Responsibilities include structuring financings, coordinating with banks and internal teams, and delivering financial models and presentations to support underwriting.

Qualifications

• 2+ years of business experience in investment banking, capital markets or private credit.
• Fundamental understanding of credit markets and corporate finance.
• Outstanding analytical, communication and project management skills.
• Ability to manage high-priority tasks and meet deadlines independently.
• Expertise in preparing and reviewing complex financial models and external presentations (CIMs, Investor & Lender Presentations).
• Strong Excel, PowerPoint skills; familiarity with AI tools; Bloomberg experience preferred.

Responsibilities

• Arrange financing processes for new buyouts or refinancings with end-to-end ownership from outreach to documentation.
• Coordinate with lenders, internal teams, counsel, and external partners to facilitate transactions.
• Build financing grids, marketing materials, and financial models; address lender diligence requests.
• Develop relationships with banks and direct lenders; act as internal financing contact.
• Monitor credit facility portfolio and prepare presentations and reports for stakeholders.

Skills

Financial modeling

Excel

PowerPoint

AI tools

Communication

Project management

Education

Bachelor’s degree

Tools

Bloomberg

Job description

Oaktree Capital Management in New York seeks an Associate to join the centralized Capital Solutions team to finance portfolio company transactions across private credit, term loans, and related instruments. You will help with marketing materials, data rooms, and lender diligence.

Responsibilities include structuring financings, coordinating with banks and internal teams, and delivering financial models and presentations to support underwriting.