Vice President, Investor Relations (Value Opportunities)

Oaktree; New York (NY); On-site; USD 200,000 - 250,000; Full time

Job summary

Oaktree, a Brookfield affiliate, seeks an Investor Relations leader in New York to deepen client relationships, coordinate fundraising efforts, and supervise due diligence for LPs. You will be a bridge between Sales, Fundraising, Finance, and Compliance, delivering clear, client-focused materials and timely market insights.

Ideal candidates have 6–8 years in financial services with hedge fund IR experience, excellent communication, and a collaborative, results-driven approach in a fast-paced

Qualifications

• 6-8 years of financial services experience, including hedge fund investor relations.
• Ability to establish relationships, garner support and engage teams to complete projects.
• Excellent interpersonal and written/verbal communication skills.
• Outstanding attention to detail and organizational skills.
• Highly collaborative and a self-starter, with integrity and professionalism.

Responsibilities

• Serve as SME for the Fund, portfolio, performance, positioning and internal resources.
• Prepare client-ready materials and responses to inquiries (DDQs, RFPs).
• Coordinate inputs for client meetings and ensure data accuracy across materials.
• Support fundraising initiatives, build pipeline, and regional coverage plan.
• Oversee operational due diligences for LPs and coordinate PR/digital presence.

Skills

Financial exp

Communication

Attention to detail

Collaborative

Self-starter

Integrity

Diversity values

Fast-paced

Education

Bachelor's degree in Finance/Business/Marketing/Communications or related

MBA or CFA a plus

Job description

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.

For additional information, please visit Oaktree's website at http://www.oaktreecapital.com/

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.

For additional information, please visit Oaktree's website at http://www.oaktreecapital.com/

Responsibilities

Investor Relations sits within Oaktree's investment teams and is responsible for growing and deepening relationships with clients and prospects across our strategies. As both representatives and subject matter experts for Oaktree's products, our IR professionals partner closely with Sales and Fundraising Management to drive growth and strengthen client engagement. They also collaborate with colleagues in Finance and Accounting, Operations, and Compliance to deliver best-in-class client coverage.

Product Investor Relations / Marketing

• Serve as a subject matter expert for the Fund, including its portfolio, performance, positioning, competitive landscape and related internal resources
• Support the team in synthesizing investment insights into clear, client-ready materials
  • Contribute to fund brochures, talking points on salient topics, and other marketing and client-facing materials, working with the offshore team as appropriate
• Prepare responses to regular and ad-hoc investor inquiries (including DDQs, RFPs and other diligence requests) relating to existing portfolios' investments and overall positioning in partnership with relevant internal teams
• Support preparation for client meetings, including identifying materials to use, ensuring data accuracy and consistency across materials, and coordinating inputs across teams
• Help coordinate materials for periodic client engagement such as co-investment opportunities
• Manage and oversee operational due diligences processes for prospective and existing LPs
• Develop sound judgment with respect to sensitive, client-facing matters

Fundraising

• Partner with lead VOF Sales Specialist to support fundraising initiatives, build and maintain pipeline, and develop multi-prong marketing strategy
• Over time, assume dedicated coverage responsibilities for hedge fund investors, Fund LPs, and CRMs in a prescribed region
• Identify prospective clients and partner with CRMs to strategize on prospective LP engagement
  • Plan regular roadshows to meet with LPs, attend industry conferences, etc.
  • Work with the Corporate Communications and Branding team to coordinate PR and digital presence
  • Meet with prospective clients to explain and pitch the strategy/product ahead of investment professional meeting participation
  • Support and/or conduct training about investment strategy and positioning for Oaktree's Marketing and/or Client Services reps
• Understand/gather intelligence/feedback concerning the market reaction to VOF and help refine strategy positioning and messaging
• As product knowledge, investor relationships and regional coverage capabilities develop, take on broader responsibilities in support of fundraising efforts

Qualifications

The successful candidate should:

• Possess 6-8 years of financial services experience, including experience as a hedge fund investor relations professional.
• Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure the successful completion of projects;
• Have excellent interpersonal and communication skills (verbal and written) – must show aptitude for explaining technical concepts clearly and simply to clients;
• Possess outstanding attention to detail and superior organizational skills;
• Be highly collaborative in the execution of your work product;
• Be a self-starter who originates ideas, and identifies and captures opportunities;
• Have strong integrity, professionalism and dedication to excellence;
• Value differences and uphold all other Oaktree core values;
• Excel in a demanding, fast-paced environment while maintaining the highest quality standards; and
• Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.

Education

Bachelor's degree (major in Finance, Business, Marketing, Communications or related field preferred). MBA, CFA or other recognized advanced credentials a plus

Base Salary Range

$200,000 - $250,000

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.