Senior Associate, Investor Relations - Emerging Markets Equities

Oaktree; Stamford (CT); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Flexible work arrangement

Job summary

Oaktree is seeking an experienced Investor Relations professional aligned to Emerging Markets Equities strategy in Stamford, CT. You will support investor communications, prepare materials, respond to inquiries, and coordinate across teams.

The role develops portfolio insights, contributes to commentary, and ensures timely, accurate client-facing deliverables. Requires 4-5 years in institutional asset management, strong communication, FINRA 7/63 or ability to obtain.

Qualifications

• 4-5 years of institutional asset management experience required.
• Strong knowledge of public equity markets and bottom-up investing.
• FINRA licenses (Series 7 and 63) or ability to obtain quickly.

Responsibilities

• Prepare client meeting materials and coordinate inputs across teams.
• Respond to investor inquiries on holdings, performance, and market developments.
• Coordinate materials for quarterly reviews, conferences, and investor meetings.
• Contribute to presentations, portfolio commentary, and client-facing materials.

Skills

Client communication

Project management

Financial analysis

Interpersonal skills

Microsoft Office

Education

Bachelor’s degree (Finance, Business, Marketing, Communications, or related)

MBA, CFA or similar advanced credentials

Tools

PowerPoint

Excel

Word

Job description

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.

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 Emerging Markets Equities strategy, a public, long-only equity strategy, supporting the execution of investor communications and materials for the strategy. This individual will work closely with other investor relations team members, portfolio managers and 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 emerging markets, fundamental equity investing, and portfolio positioning within a collaborative, investment-focused environment.

Investor Communications

• 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

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 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

Insight Development

• 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, building the foundation to participate more actively in client discussions over time
• Develop sound judgment with respect to sensitive, client-facing matters

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; experience with emerging markets equities is strongly 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 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.

Base Salary

$150,000 - $225,000

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.