Analyst/Associate, Investor Relations (Private… at Oaktree… · Los…

Summary: Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. They are seeking an Analyst/Associate for their Investor Relations team to support client engagement and develop expertise in investment strategies and products. Responsibilities: - Support the senior Investor Relations professionals in the design, creation and management of client collateral for internal and external consumption, including marketing materials, performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, talking points etc.) - Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of senior Investor Relations professionals - Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate - Coordinate with the appropriate internal resources when information is not readily available - Support technical product/investment-related investor requests; support the completion of due diligence questionnaires in partnership with Oaktree’s diligence and reporting team - Alongside the senior Investor Relations professionals, develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, competitors, portfolio composition and performance, sustainability integration, among others - Assist with the preparation for product-related investor calls and meetings, including new business development pitches, portfolio reviews, webcasts, and live events - Assist in the execution of their respective strategy’s co-investment program, including preparing co-investment deal materials, curating prospective investor lists, and managing the investor due diligence process - Assist in coordination and preparation of materials for fund LPAC (i.e., limited partner advisory committee) meetings - Support the formation and oversight of separate accounts designed to achieve client needs and objectives - Develop internal materials or analysis to support new product ideas - Ensure all communications are fully compliant with industry regulations and firm standards Required Qualifications: - 1-3 years of relevant experience preferably in investment banking, institutional asset management, or consulting; prior client-facing experience is a plus - Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables - Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment - Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and other aspects of Oaktree's product offerings - Exhibit outstanding attention to detail and exceptional organizational skills - Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts - Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with limited oversight - Thrive in a dynamic, high-rigor environment where responsibilities may shift daily - Be highly resourceful, exercising sound judgment in responding to internal and investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary - Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution - Be highly motivated to succeed and committed to supporting the success of teammates - Excel in a fast-paced, demanding environment while maintaining exceptional quality standards - Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency - Demonstrate the ability to interact confidently with clients, investment professionals, and senior leadership - Uphold the highest standards of integrity, professionalism, and dedication to excellence - Embrace diversity and uphold all core values of Oaktree - Bachelor's degree (major in Finance, Business, Economics, or related field preferred) Required Skills: Investment Banking, Institutional Asset Management, Consulting, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Project Management Benefits: Discretionary bonus incentives, Comprehensive benefits package, Flexible work arrangement