
Posted a month ago
Associate, Investor Relations, Private Credit
Oaktree
Requirements
2-3 years institutional asset management experience, Bachelor's degree in Finance, Business, or related field, FINRA Series 7 and 63 licenses, Proficiency in Microsoft Office Suite, Strong project management skills
Skills
Finance
About the role
Responsibilities
- Support the preparation of investor communications and materials for corporate direct lending and multi-strategy private credit strategies
- Prepare responses to regular and ad-hoc investor inquiries regarding portfolio investments and positioning
- Coordinate materials for client engagement, including LPAC meetings and co-investment opportunities
- Contribute to fund brochures, talking points, and other marketing and client-facing materials
- Manage project timelines and deliverables to ensure timely and accurate responses to clients
- Synthesize investment insights and market dynamics into clear, client-ready written commentary
- Collaborate with investment professionals, the Global Client Group, and other internal stakeholders
Requirements
- 2-3 years of relevant experience in a client-facing role within institutional asset management
- Bachelor's degree in Finance, Business, Marketing, Communications, or a related field
- FINRA Series 7 and 63 licenses (or the ability to obtain them within a compressed timeframe)
- Proficiency in Microsoft Office Suite, specifically PowerPoint, Excel, and Word
- Strong project management, teamwork, and communication skills
- Strong interest in markets and leveraged finance
Preferred Qualifications
- MBA, CFA, or other recognized advanced credentials
About the Company
Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate.
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Oaktree · Los Angeles
