Analyst / Associate, Global Opportunities
About the job:
Oaktree is a leader among global investment managers specializing in alternative investments, with $170 billion in assets under management as of December 31, 2022. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,050 employees and offices in 20 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 our website at www.oaktreecapital.com
The Global Opportunities strategy started in 1988 and currently manages $36 billion in assets across a wide range of industries and geographies. It emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in private equity, listed equities, distressed / corporate debt, convertible securities, and real estate.
The London-based team is composed of 16 investment professionals and has a regional focus on EMEA and Latin America. Selected recent investments include:
Inter Milan (2021, Credit) – Oaktree provided rescue financing into the Milan-based football club
Redcat (2021, Equity) – Taking advantage of the dislocation in the UK Pub industry, Oaktree sponsored avehicle to consolidate assets across the country
Acacia (2021, Equity) – Platform in the retrocession insurance space, building upon challenges of the industry, from COVID to climatic events
LATAM Airlines (2020, Credit) – Oaktree led and provided a $1bn+ financing to LATAM Airlines as part of its Chapter 11 process
Culmia (2020, Equity) – Oaktree acquired one of the largest housebuilders in Spain from a major bank
Pure (2017-20, Equity) – Oaktree created a “White Label” data centre platform to capitalize on the globalexpansion of IT hyperscalers
Scope & Responsibilities
Creating detailed financial models and investment memoranda related to potential opportunities and existing investments;
Assisting in all aspects of underwriting and due diligence of investment opportunities across multiple sectors;
Assisting in business, market research, industry analysis, accounting and legal due diligence where applicable; and
Assisting in monitoring and managing existing investments.
Requires 1- 5 years of experience with a top-tier Investment Bank, Private Equity, Restructuring Advisory Boutique, Hedge Fund or Strategy Consulting Firm across Corporate and Real Estate;
Demonstrated competency in financial analysis, due diligence, valuations, preparing investment memorandums and advanced financial modeling; and
Proven ability to multi-task, understand and grasp new structures and concepts quickly.
Exceptional analytical and financial modeling skills;
Very organized and excellent time management skills;
Eagerness to work hard in a team environment;
Solution oriented with a demonstrated ability to add value;
Strong written and verbal communication skills; and
Fluency in English in addition to one other European language.
Bachelor(s) degree from a top university. Advanced Degree and/or Business, Finance or Economics concentration a plus.