Associate, Investor Relations – Global Opportunities

Oaktree Capital Management, L.P.

. Serve as a subject matter expert for the Global Opportunities strategy, including its portfolio, performance, positioning, competitive landscape, and related internal resources .

Posted 11/5/2026full-timeUnited StatesJuniorMid-Level💰 $125,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Global Opportunities strategy and investment insights, with strong capabilities in client communication and material preparation. Proficient in project management and collaboration across teams to ensure high-quality deliverables.

Highest-signal resume keywords

Financial Services ExperienceStrong Interest In MarketsProject Management SkillsFINRA Licenses (Series 7 And 63)Microsoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment Insights SynthesisClient-Facing Material DevelopmentData Accuracy AssurancePortfolio Commentary ContributionDeliverable Tracking

Soft Skills

Effective CommunicationProactive Problem-SolvingAttention To DetailStrong Work EthicTeamwork Skills

Certifications & Qualifications

FINRA Series 7FINRA Series 63

Industry Keywords

Global Opportunities StrategyLeveraged FinanceClient EngagementInvestor InquiriesLPAC Meetings

About the role

Key responsibilities & impact

Serve as a subject matter expert for the Global Opportunities strategy, including its portfolio, performance, positioning, competitive landscape, and related internal resources
Synthesize investment insights into clear, client-ready materials
Contribute to written commentary regarding portfolios
Develop fund brochures, talking points, and other marketing and client-facing materials
Assist with preparation for client meetings, including identifying materials, ensuring data accuracy and consistency, and coordinating inputs across teams
Prepare responses to regular and ad hoc investor inquiries
Coordinate materials for periodic client engagement, including LPAC meetings or co-investment opportunities
Track deliverables and timelines
Coordinate across investment, reporting, Global Client Group, and other stakeholder teams
Take ownership of end-product quality
Demonstrate a proactive approach to problem-solving

Requirements

What you’ll need

2-4 years of relevant financial services experience
Strong interest in markets and leveraged finance
Ability to communicate effectively, written and oral
Outstanding initiative and strong work ethic
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)
Bachelor’s degree; major in Finance, Business, Marketing, Communications, or related field preferred

Benefits

Comp & perks

Discretionary bonus incentives
Comprehensive benefits package
Flexible work arrangement
Training and career development opportunities
Support for local communities through philanthropic initiatives