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Our Company
Oaktree is a part of Brookfield’s credit platform and since 1995, Oaktree has been a global leader in alternative investment management. Oaktree has over $220 billion in total assets under management with a deep expertise investing across capital structures, and emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has more than 1,500 employees and offices in more than 24 cities worldwide.
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.
For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/
Responsibilities
This role will be aligned to Oaktree’s Real Estate and Real Estate Debt strategies. This individual will work closely with investor relations team members, 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.
The role requires strong investment acumen, attention to detail, and the 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 investments, performance, and positioning; and anticipate what investors may want to know based on market backdrop and relationship context
• Participate in regular client updates on portfolios to learn how we communicate with clients and manage relationships
• Partner closely with Client Relationship Managers (CRMs) and Investment Specialists to support investor engagement efforts
• Support LPAC processes and related investor governance activities
• Develop the skills to be a credible, client-facing extension of the investment teams with time and experience
Capital Formation & Strategic Solutions
• Partner with Global Client Group to support fundraising and client engagement efforts, including in forming fundraising narrative
• Provide product and portfolio expertise in the LP diligence process
• Support co-investment processes, including investor communication and coordination
• Contribute to customized client solutions (e.g., separate accounts), working alongside Global Client Group and investment team
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 portfolio holdings, strategy positioning, and market dynamics
• Support the team in synthesizing investment insights into clear, client-ready materials
• Contribute to written commentary regarding the portfolios, building the foundation to participate more actively in client discussions over time
• Demonstrate sound judgment with respect to sensitive, client-facing matters, and coach more junior members of the team in the same
Qualifications
· 5-8 years of relevant experience in a client-facing role in institutional asset management
· Exposure to and a strong interest in real estate credit investing, leveraged finance, or private 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
· 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 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.