Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Associate, Investor Relations (Global Opportunities) role.

Rezi rewrites your resume against Oaktree Capital Management, L.P.'s job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Associate, Investor Relations (Global Opportunities) posting at Oaktree Capital Management, L.P. — free, in seconds.

About the Role

Investor Relations 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. This role will be aligned to Oaktree’s flagship Global Opportunities strategy, supporting the execution of investor communications and materials for the strategy. The role offers the opportunity to develop deep knowledge of leveraged finance and opportunistic credit strategies within a collaborative, investment-focused environment.

Responsibilities

Serve as a subject matter expert for the Global Opportunities strategy, 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 written commentary regarding the portfolios, building the foundation to participate more actively in client discussions over time
Develop fund brochures, talking points on salient topics, and other marketing and client-facing materials, working with the offshore team as appropriate
Assist with preparation for client meetings, including identifying materials to use, ensuring data accuracy and consistency across materials, and coordinating inputs across teams
Prepare responses to regular and ad hoc investor inquiries relating to existing portfolios’ investments and overall positioning
Help coordinate materials for periodic client engagement such as Limited Partner Advisory Committee (LPAC) meetings or co-investment opportunities
Contribute to a high-performing investor relations team by maintaining strong attention to detail and execution quality
Track deliverables and timelines to ensure timely responses to clients and timely completion of materials
Identify required information and coordinate across the investment team, reporting teams, the Global Client Group, and other stakeholders to collate 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

Requirements

2-4 years of relevant financial services experience
Strong interest in markets and leveraged finance, with an ability to communicate effectively (written and oral)
Outstanding initiative and a strong work ethic, with a highly proactive and self-driven approach
Superior attention to detail and exceptional organizational skills
Ability to exercise good judgment regarding investor requests
Ability to interact with clients, investment teams, and investors
Strong project management and teamwork skills
FINRA licenses (Series 7 and 63) or the ability to obtain them within a compressed timeframe
Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables

Skills

Leveraged finance
Opportunistic credit strategies
Microsoft Office Suite (PowerPoint, Excel, Word)

Location

Los Angeles

Work Type

Flexible work arrangement

Experience Level

Associate

Education Level

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

Salary/Compensations

$125,000 - $155,000

Benefits

Discretionary bonus incentives
Comprehensive benefits package

About the Company

As part of Brookfield’s $416 billion 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 respectful of 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/

Equal Opportunity

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, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.