Managing Director, Global Head of Investor Relations

Our 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. The firm has more than 1,500 employees and offices in more than 25 cities worldwide.

We are committed to cultivating an environment that is collaborative, curious, inclusive and honors 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.

For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Responsibilities

The Investor Relations function sits within the investment teams and acts as a subject matter expert in order to:
•    Support existing investors to monitor and oversee their investments
•    Partner with the Global Client Group to provide content/messaging to support ongoing fundraising

The Head of Investor Relations, will act as a trusted extension of the investment teams, representing Liquid Credit, Private Credit, Opportunistic Credit, Power Opportunities, Special Situations and Real Estate strategies externally while driving a best-in-class investor experience.  While not directly owning client relationships, the role is critical in shaping investor understanding and confidence in the platform.

This is a strategic and hands-on leadership role. The successful candidate will bring deep expertise in leveraged finance (ideally in credit with a broad familiarity with the alternative asset management industry), as well as a clear understanding of how to contribute to a highly positive client experience.  This individual will lead and develop a global team of investor relations professionals, by modeling excellence in their work and also coaching the rest of the team to excellence in their respective areas.   

Primary responsibilities would include:

Investor Engagement & Client Support 
•    Act as a credible extension of the investment team, with the ability to represent strategies and portfolios 
•    Participate in client meetings as the subject-matter expert on the portfolios, providing detailed insight into individual credits, positioning, performance, and strategy on existing portfolios and investments
•    Oversee and triage investor inquiries, coordinating responses across IR, PMs, and other internal teams
•    Lead LPACs and related investor governance processes
o    Manage investor/advisory committees and produce required materials
•    Oversee creation of various quarterly, annual and ad hoc investor reports and associated commentary
•    Manage production of presentations for select events such as Annual Investor Meeting, Brookfield / Oaktree hosted forums, 3rd Party Hosted Events
•    Partner closely with Client Relationship Managers (CRMs) to support and deepen relationships with institutional investors

Capital Formation & Strategic Solutions  
•    Partner with Global Client Group to support fundraising and client engagement efforts, including in forming fundraising narrative:
o    Creation of drafts of marketing materials and value proposition narratives
    Partner with the different functions in the Global Client Group such as Fundraise Management, Investment Specialists and Marketing to apply client perspective
o    Provide monthly/quarterly data updates for marketing materials
o    Creation of drafts of custom investor presentations
o    Creation of other supporting marketing materials on strategies/portfolios/investments
•    Provide deep product and portfolio expertise in the LP diligence process 
•    Support co-investment processes, including investor communication and coordination
o    Lead conversations with potential co-investment clients and coordinate required investment team resources for participation 
o    Produce and/or procure materials required for co-Investment syndications (Teaser, Investment Memo, Investment Model)
•    Contribute to customized client solutions (e.g., separate accounts), working alongside Global Client Group and investment team

Team Leadership and Excellence
•    Develop and manage a team dedicated to Investor Relations across Performing, Opportunistic and Liquid Credit
•    Establish high standards for deliverables across the team, ensuring responsiveness, execution quality and good judgment
•    Act as escalation point for complex issues
•    Build scalable solutions and infrastructure, seeking to improve both outcomes and processes

Qualifications

•    Experience in investor relations, client service or client relationship management at an asset manager, ideally with a focus on leveraged finance 
•    High fluency in leveraged finance, with an ability to communicate effectively about complex investment strategies with both investment teams and with investors
•    Excellent project management experience 
•    Experience in high volume processes and technology enabled solutions
•    Excellent communication and presentation skills, both written and verbal.
•    Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies and investors
•    Experience leading and retaining a high-performing, global team while modeling excellence in their own work 
•    Success building strong relationships cross-functionally across teams
•    A strategic mindset focused on building a best-in-class function

Education

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

Equal Opportunity Employment Policy

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

For those applying for a position in the city of 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.