Administrative Assistant, Client Relations

Oaktree Capital Management, L.P.; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

A global investment management firm seeks an Administrative Assistant in their New York City office to support the Client Relations team. The ideal candidate will manage complex scheduling, client meetings, and reports in a dynamic environment. Applicants should possess a Bachelor's degree and 3-5 years of relevant experience, demonstrating strong technical ability and a proactive work ethic.

Benefits

Discretionary bonus incentives

Comprehensive benefits package

Flexible work arrangements

Qualifications

• Minimum 3-5 years of experience in a professional services firm.
• Proficient in Microsoft Office Suite and Salesforce.
• Strong organizational skills and ability to manage competing priorities.

Responsibilities

• Provide administrative support to Client Relations officers.
• Manage logistics for client meetings across multiple time zones.
• Assist in the onboarding of new employees and coordinate special projects.

Skills

Discretion

Attention to detail

Organizational skills

Prioritization

Education

Bachelor's degree with honors

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Adobe Acrobat

Salesforce

Zoom

Microsoft Teams

Job description

Administrative Assistant, Client Relations

Join to apply for the Administrative Assistant, Client Relations role at Oaktree Capital Management, L.P.

Administrative Assistant, Client Relations

Join to apply for the Administrative Assistant, Client Relations role at Oaktree Capital Management, L.P.

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Our Company

Oaktree is a leading global investment management firm focused on alternative markets, with an estimated $203 billion in assets under management as of March 31, 2025. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 1200 employees and offices in 24 cities worldwide.

Our Company

Oaktree is a leading global investment management firm focused on alternative markets, with an estimated $203 billion in assets under management as of March 31, 2025. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 1200 employees and offices in 24 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.

Responsibilities

The Client Relations Department is responsible for delivering excellence in product marketing, service and communications related to Oaktree, its strategies, products and business practices on behalf of the firm and our investment strategies to clients globally, both current and prospective, internal and external.

Based in New York City, this role will provide administrative support to the New York Client Relations team.

Selected responsibilities include:

• Provide comprehensive administrative support for New York-based Client Relations officers including but not limited to complex calendar management, expense reports, travel arrangements/itineraries, and general office duties;
• Manage a high volume of client meetings (fund updates, due diligence sessions, etc.) for clients in the Americas on behalf of Client Services Representatives and Product Specialists;
• Manage logistics of meetings (internal and external) including, but not limited to, communicating with clients, creating calendar invitations, managing schedules across multiple time zones, booking conference rooms (physical or virtual), ordering food and setting up as necessary, coordinating and submitting materials needed for meetings, assembling data/materials, creating and distributing agendas;
• Support Diligence Services team with request for proposals including printing, packaging and distribution and serve as backup for document formatting and updates to the diligence system;
• Support NY office Client Services team with client inquiry and reporting requirements including pulling account summaries, financials and Salesforce data;
• Assist in the organization and execution of new employee onboarding plans;
• Schedule interviews and administer case studies when recruiting new team members;
• Assist in the design, preparation and posting of documents or other materials to the Oaktree intranet and Intralinks;
• Input data into department tracker to chronical client activity on behalf of senior managers;
• Coordinate with Los Angeles Client Relations administrative team for team meetings, team member travel between offices, etc.;
• Provide administrative support to Client Relations managers visiting the New York office, as necessary; and
• Work on special projects and ensure optimal support for the team, covering for other assistants as needed.
  
  

Qualifications

• Minimum 3-5 years of experience supporting several executives within a professional services firm;
• Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;
• Proven track record in maintaining discretion with confidential information;
• Capable of working under general direction with little supervision;
• Independent judgment to plan, prioritize and organize diversified workloads for self and others;
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat. Some knowledge of Salesforce or a contact database is a plus; and
• Experience with various technology platforms for video conference and recording needs, including management and setup of Zoom and Microsoft Teams video and audio conference calls.
  
  

Personal Attributes

• Outstanding initiative and a strong work ethic; candidate should be highly proactive, resourceful and self-driven;
• Superior attention-to-detail and exceptional organizational skills;
• Ability to learn quickly, require minimal guidance and possess a desire to proactively offer and implement ideas for improvement;
• Strong sense of responsibility and dedication;
• Interpersonal skills and the ability to quickly build credibility and gain confidence of individuals at all levels;
• Team-orientation with excellent verbal and written communication skills;
• Integrity and professionalism when maintaining information that may be sensitive, confidential or technical in nature.
  
  

Education

A Bachelor's degree with honors from a top university or college.

Base Salary Range

$60,000 - $100,000

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. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Financial Services, Investment Management, and Venture Capital and Private Equity Principals

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