Oaktree Capital Management, L.P.
Senior Vice President, Investor Relations, Global Credit
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Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with more than $223 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,500 employees and offices in more than 25 cities worldwide.
We are 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.
For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com
Responsibilities
This role will be aligned to Oaktree’s Global Credit strategy, which primarily invests in publicly traded credit investments across areas such as high yield bonds, leveraged loans, and structured credit, offering flexibility and dynamic allocation across market opportunities. This individual will work closely with investor relations team members, portfolio managers and investment professionals, the Global Client Group, and other internal stakeholders to support investor engagement, contribute to fundraising and diligence processes, and ensure the timely and accurate delivery of investor materials. Additionally, the individual will work cross-geographies including but not limited to Europe and Asia.
The role requires strong investment acumen, attention to detail, and superior written and verbal communication ability to contribute meaningfully to discussions on portfolios, positioning, and performance, while maintaining a high standard of excellence across all investor-facing materials.
Investor Communications
- Prepare responses to investor inquiries relating to portfolio positioning, performance, and investments; and anticipate what investors may want to know based on market backdrop and relationship context
- Partner closely with Client Relationship Managers (CRMs) and Investment Specialists to support investor engagement efforts, including providing market briefs, performance flashes and portfolio commentary
- Support creation of materials for client meetings, conferences and other events
- Participate in regular client updates on portfolios and manage relationships to be able to deliver such updates for portfolio managers
- Develop the skills to be a credible, client-facing extension of the investment teams primarily across Europe and Asia.
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Capital Formation & Strategic Solutions
- Partner with Global Client Group to support fundraising and client engagement efforts, including in forming strategy narrative
- Provide product and portfolio expertise in the LP diligence process, including investment input to client questionnaires.
- Contribute to customized client solutions (e.g., separate accounts), working alongside Global Client Group and investment team
- Help provide valuable feedback to the investment team on fundraising pipeline
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 investment team, reporting teams, Global Client Group and other stakeholders to collate required information and present it 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 strategy, portfolio positioning and holdings, and market dynamics
- Lead the team in synthesizing investment insights into clear, client-ready materials
- Write commentary regarding the portfolios, including for monthly reporting
- Demonstrate sound judgment with respect to sensitive, client-facing matters, and coach more junior members of the team in the same
Qualifications
- 10+ years of relevant experience in a client-facing role in institutional asset management
- Proven track record of interacting with senior stakeholders across multiple geographies including Europe and Asia.
- Exposure to and a strong interest in credit investing, leveraged finance, or public markets
- Experience interacting with clients, investment teams and investors
- Highly effective communication skills (written and verbal)
- Ability to exercise good judgment regarding investor requests
- Strong project management and teamwork skills
- FINRA licenses (Series 7 and 63)
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
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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.
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.
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