Emerging Markets Equity IR Associate

Toigo Foundation; Stamford (CT); On-site; USD 120,000 - 180,000; Full time

Job summary

Oaktree, part of Brookfield, is seeking an Investor Relations professional focused on Emerging Markets Equities. You will support investor communications and materials, coordinate with portfolio managers and investment teams, and help deliver client-ready insights in a collaborative setting.

The role offers exposure to time-sensitive client engagements and market developments. You will develop knowledge of portfolio holdings, country exposures, and performance drivers while producing clear

Qualifications

• 4-5 years of relevant experience in institutional asset management; direct experience supporting public, long-only equity strategies is required
• Strong knowledge of public equity markets and fundamental, bottom-up investing; EM equities preferred
• Ability to interpret portfolio characteristics, performance attribution, and benchmark-relative positioning and translate them into clear investor communications
• Ability to interact effectively with clients, portfolio managers, investment teams, and other internal stakeholders
• Excellent written and verbal communication skills, with strong project management, attention to detail, and teamwork skills
• FINRA licenses (Series 7 and 63) or ability to obtain them within a compressed timeframe
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word)

Responsibilities

• Support preparation for client meetings, including identifying relevant portfolio and market materials, ensuring data accuracy and consistency across materials, and coordinating inputs across teams
• Prepare responses to regular and ad-hoc investor inquiries relating to portfolio holdings, performance, positioning, risk exposures, and emerging markets developments
• Help coordinate materials for periodic client engagement, including portfolio updates, quarterly reviews, conferences, and other investor meetings
• Contribute to presentations, fact sheets, portfolio commentary, talking points on salient topics, and other marketing and client-facing materials
• Track deliverables and timelines to ensure timely reply to clients and timely completion of materials
• Identify required information and coordinate across the investment team, performance and reporting teams, Global Client Group, and other stakeholders to compile and present information to investors
• Take ownership of the quality of the end-product, even when multiple teams have contributed
• Demonstrate a proactive approach to problem-solving
• Develop a strong understanding of portfolio holdings, country and sector exposures, strategy positioning, performance drivers, and emerging markets dynamics
• Support the team in synthesizing investment insights, portfolio analytics, and market developments into clear, client-ready materials
• Contribute to written commentary regarding portfolio performance, stock selection, country and sector themes, and the market outlook
• Develop sound judgment with respect to sensitive, client-facing matters

Skills

Investor communications

Portfolio analytics

Client relations

Project management

Attention to detail

MS Office (PowerPoint, Excel, Word)

Education

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

MBA or CFA (preferred)

Tools

PowerPoint

Excel

Word

Job description

Oaktree, part of Brookfield, is seeking an Investor Relations professional focused on Emerging Markets Equities. You will support investor communications and materials, coordinate with portfolio managers and investment teams, and help deliver client-ready insights in a collaborative setting.

The role offers exposure to time-sensitive client engagements and market developments. You will develop knowledge of portfolio holdings, country exposures, and performance drivers while producing clear