Nov 08, 2025
9 Comments
 

Based on the most helpful WSO content, the Oaktree summer analyst interview process typically involves multiple rounds, with a mix of technical and behavioral questions. Here’s what you can expect:

  1. Behavioral Questions: These are designed to assess your fit for the firm and your motivations. Reflect on your past experiences, why you want to join Oaktree, and your interest in the industry. Avoid focusing on money as a motivator.

  2. Technical Questions: While the process may not be heavily focused on modeling, you should be prepared for classic technical questions to test your fundamental knowledge. Topics like accounting, valuation, and financial modeling basics (e.g., DCF, LBO, Comps) might come up.

  3. Case Studies: In some cases, you may be given a case study to analyze and present your recommendations. This could involve private credit or discretionary investing scenarios, so be ready to showcase your analytical skills.

  4. Fit and Culture: Oaktree values candidates who align with their culture and investment philosophy. Be yourself and demonstrate your ability to think critically and bring a unique perspective.

If you’re in the second round, focus on refining your technical skills and preparing for potential case studies. Good luck!

Sources: You want a summer analyst offer? Here's how..., Greentech Capital Advisors Summer Analyst 2019, Q&A: 3rd year analyst at a boutique PE fund in the SEA region, Q&A - Tiger Cub Analyst, Recruiting Tips for Summer Analyst Prospects

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

hey man did u hear back? got r1 for their senior loans team, any advice on the interview process and what resources would u suggest for the technical rounds

 

Molestias eos et facilis placeat facere possimus. Molestias et consequatur maiores molestias. Rerum commodi quas possimus. Cum illum perferendis amet ipsum voluptatibus. Enim ullam tempore reprehenderit sapiente perspiciatis. Dolore atque occaecati recusandae natus et nam.

Id sequi amet deleniti dignissimos ipsa explicabo aperiam. Vel omnis et qui et.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”