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Senior Associate, Investor Relations - Emerging Markets Equities

Oaktree Capital Management

Stamford, CTFull TimeMidH-1B sponsor company
Sign in to applyVerified
Location
Stamford, CT
Employment
Full Time
Work model
On-Site
Level
Mid
H-1B history
1 approvals (FY2023)
Posted

About this role

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Our Company

As a part of Brookfield’s $416B 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 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.   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.   Investor Relations is a part of Oaktree’s investment teams with responsibility for growing and deepening relationships with the clients and prospects investing in our respective strategies. Investor Relations professionals serve as representatives and subject matter experts for Oaktree’s strategies and products, partnering closely with our sales and fundraise management teams to drive growth and deepen client engagement.   For additional information, please visit Oaktree’s website at  http://www.oaktreecapital.com/     Responsibilities This role will be aligned to Oaktree’s Emerging Markets Equities strategy, a public, long-only equity strategy, supporting the execution of investor communications and materials for the strategy. This individual will work closely with other investor relations team members, portfolio managers and investment professionals, our Global Client Group, and other internal stakeholders to deliver high-quality investor materials, support client engagement efforts, and ensure timely and accurate responses to investor inquiries. The role offers the opportunity to develop deep knowledge of emerging markets, fundamental equity investing, and portfolio positioning within a collaborative, investment-focused environment.   Primary responsibilities would include:   Investor Communications Support preparation for client meetings, including identifying relevant portfolio and market materials, ensuring data accuracy and consistency across materials, and coordinating inputs across teams Prepare responses to regular and ad-hoc investor inquiries relating to portfolio holdings, performance, positioning, risk exposures, and emerging markets developments Help coordinate materials for periodic client engagement, including portfolio updates, quarterly reviews, conferences, and other investor meetings Contribute to presentations, fact sheets, portfolio commentary, talking points on salient topics, and other marketing and client-facing materials Project Management & Execution Contribute to a high-performing investor relations team by maintaining strong attention to detail and execution quality Track deliverables and timelines to ensure timely reply to clients and timely completion of materials Identify required information and coordinate across the investment team, performance and reporting teams, Global Client Group, and other stakeholders to compile and present information to investors Take ownership of the quality of the end-product, even when multiple teams have contributed Demonstrate a proactive approach to problem-solving Insight Development Develop a strong understanding of portfolio holdings, country and sector exposures, strategy positioning, performance drivers, and emerging markets dynamics Support the team in synthesizing investment insights, portfolio analytics, and market developments into clear, client-ready materials Contribute to written commentary regarding portfolio performance, stock selection, country and sector themes, and the

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