Vice President, Real Estate Investor Relations
Responsibilities
- Prepare responses to investor inquiries relating to portfolio investments, performance, and positioning; and anticipate what investors may want to know based on market backdrop and relationship context
- Participate in regular client updates on portfolios to learn how we communicate with clients and manage relationships
- Partner closely with Client Relationship Managers (CRMs) and Investment Specialists to support investor engagement efforts
- Support LPAC processes and related investor governance activities
- Develop the skills to be a credible, client-facing extension of the investment teams with time and experience
- 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 investment team, reporting teams, Global Client Group and other stakeholders to collate required information 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
- Develop a strong understanding of portfolio holdings, strategy positioning, and market dynamics
- 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
- Demonstrate sound judgment with respect to sensitive, client-facing matters, and coach more junior members of the team in the same
Qualifications
- 5-8 years of relevant experience in a client-facing role in institutional asset management
- Exposure to and a strong interest in real estate credit investing, leveraged finance, or private markets
- Experience interacting with clients, investment teams and investors
- Highly effective communication skills (written and verbal)
- Ability to exercise good judgment regarding investor requests
- Strong project management and teamwork skills
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
Base Salary Range
Base Salary Range: $200,000-$250,000
Benefits
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement.
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.