Oaktree Capital Management

  • Vice President, Investor Relations

    Job Locations US-CA-Los Angeles
    Job ID
    Job Department
  • Company Overview

    Oaktree is a leader among global investment managers specializing in alternative investments, with $100 billion in assets under management as of September 30, 2017. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 900 employees and offices in 17 cities worldwide.


    For additional information please visit our website at www.oaktreecapital.com.



    The Investor Relations (IR) professional is responsible for the analysis of financial results and the preparation of materials in support of Corporate Finance and Investor Relations. All materials and communications should convey the strategic direction of Oaktree, build confidence in Oaktree’s business model and comply with all applicable regulatory requirements.


    Responsibilities include:

    • Serving as the primary point of contact for the investment community;
    • Analyzing, interpreting and communicating operating results of Oaktree’s various public entities; working with Finance, Accounting, Tax and portfolio teams to report accurately and effectively;
    • Representing the views of the investor community to the management team in the development of the corporate strategy;
    • Overseeing the quarterly earnings call preparation process;
    • Preparing and distributing quarterly earnings reports and other company disclosure, as well as other internal/external corporate communications;
    • Managing the preparation of materials for Board of Director meetings;
    • Developing and monitoring performance metrics for the IR function;
    • Monitoring analyst reports and summarizing them for senior management.
    • Establishing and maintaining relationships with stock exchange representatives;
    • Maintaining financial analyses on key competitors in order to serve as a source of competitive and market intelligence based on both quantitative and qualitative data points;
    • Preparing materials including economic and market data analysis for investor conferences, one-on-one meetings and executive speaker opportunities;
    • Organizing conferences, road shows, earnings conference calls and investor meetings;
    • Providing support for the investment teams and for the marketing team in regards to all publicly available financial data for Oaktree and its various entities




    • 5-10 years of experience in investment banking, research or investment management; industry specialization covering asset managers or financial institutions is a plus.
    • Thorough understanding of, and comfort with, financial statements and corporate finance.
    • Solid understanding of the investment management industry and the ability to explain operating results, fund performance and merits of overall firm valuation to the investor audience.
    • Extensive experience in building financial models and comparable company analysis, as well as the ability to quickly interpret the potential impact of various internal and external events.
    • Exceptional skills in Microsoft Excel and PowerPoint.
    • Strong communications skills and ability to work with senior management on written and slide based content.
    • Individuals must be willing to travel.


    Personal Attributes


    • Outstanding initiative and a strong work ethic.
    • Excellent written and oral communication skills.
    • Must be comfortable working and interacting with senior management.
    • Team-oriented personality with an outstanding ability to develop internal and external relationships
    • Strong integrity and professionalism.



    A Bachelor’s degree is required. A CFA/MBA is preferred.


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