Senior IR Associate, EM Equities (Flexible)

Financeroles; Stamford (CT); Hybrid; USD 150,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus incentives

Comprehensive benefits

Flexible work arrangement

Job summary

Oaktree seeks an experienced Investor Communications specialist to support the Emerging Markets Equities strategy, delivering high-quality client materials and timely investor responses. You will work closely with portfolio managers, the Global Client Group, and internal teams to synthesize portfolio insights and market developments for client discussions.

Applicants should have a finance-related Bachelor's degree; MBA/CFA is a plus, with 4–5 years in institutional asset management and strong MS

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.

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.

Skills

Institutional asset management

Public equity knowledge

Client communication

Project management

Microsoft Office

Education

Bachelor’s degree in Finance/Business

MBA or CFA a plus

Tools

MS Office (PowerPoint, Excel, Word)

Job description

Oaktree seeks an experienced Investor Communications specialist to support the Emerging Markets Equities strategy, delivering high-quality client materials and timely investor responses. You will work closely with portfolio managers, the Global Client Group, and internal teams to synthesize portfolio insights and market developments for client discussions.

Applicants should have a finance-related Bachelor's degree; MBA/CFA is a plus, with 4–5 years in institutional asset management and strong MS