Senior Associate, Investor Relations, Emerging Markets Equities

Toigo Foundation; Stamford (CT); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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)

Mansioni

• 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

Conoscenze

Investor communications

Portfolio analytics

Client relations

Project management

Attention to detail

MS Office (PowerPoint, Excel, Word)

Formazione

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

MBA or CFA (preferred)

Strumenti

PowerPoint

Excel

Word

Descrizione del lavoro

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.

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.

Primary responsibilities would include:

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.

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.