Administrator, Investor Relations

Oaktree Capital Management, L.P.; California; On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Discretionary bonus incentives

Comprehensive benefits package

Flexible work arrangement

Job summary

Oaktree Capital Management, L.P. is seeking an experienced Investor Relations Administrator based in New York or Los Angeles to support IR officers and collaborate with Sales, Finance, and Compliance.

You will manage calendars, arrange travel, coordinate meetings and prepare materials for investor coverage. The role requires 7–10 years of relevant experience, a Bachelor’s degree, and proficiency with Workday, Concur, Salesforce, Zoom and Teams.

Qualifications

• Minimum 7-10 years relevant experience in financial services or corporate admin.
• Maintain discretion with confidential information.
• Experience managing people and coordinating diversified workloads.
• Experience using Workday and Concur (preferred).
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook; Salesforce or similar CRM is a plus.
• Experience with Zoom and Microsoft Teams for video conferencing and recordings.

Responsibilities

• Lead a team of administrative assistants, providing regular support and ongoing coaching.
• This is a player/coach role.
• Provide comprehensive administrative support for Investor Relations officers.
• Maintain complex calendars, schedule and coordinate meetings and conference calls (internal and external).
• Fully support external and internal meetings through catering, technology setup, guest clearance, materials distribution.
• Arrange and prepare travel arrangements/itineraries.
• Manage, prepare and distribute meeting agendas; post minutes to systems.
• Assist in onboarding for new employees as direct reports to managers.
• Support vendor onboarding and contract renewals per policies.
• Maintain data in departmental trackers for senior managers.
• Provide project and operations support; work on special projects.
• Support Investors Committee including travel and expense reimbursements, Salesforce lists, minutes posting.
• Manage quarterly letter email distribution process.
• Ad-hoc reports, data pulls, and document updates as needed.
• Receive, screen, and route calls/mail to appropriate personnel.
• Prepare and submit expense reports and invoices.

Skills

Team leadership

Administrative support

Calendar management

Communication

Attention to detail

Project coordination

MS Office proficiency

Education

Bachelor’s degree preferred

Tools

Workday

Concur

Salesforce

Zoom

Microsoft Teams

Job description

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. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

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. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Investor Relations sits within Oaktree’s investment teams and is responsible for growing and deepening relationships with clients and prospects across our strategies. As both representatives and subject matter experts for Oaktree’s products, our IR professionals partner closely with Sales and Fundraising Management to drive growth and strengthen client engagement. They also collaborate with colleagues in Finance and Accounting, Operations, and Compliance to deliver best-in-class client coverage. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Based in New York or Los Angeles, the Administrator will provide administrative support to members of the global Investor Relations team.

Responsibilities

• Lead a team of administrative assistants, providing regular support and ongoing coaching.
• This is a player/coach role.
• Provide comprehensive administrative support for certain Investor Relations officers;
• Maintain complex calendars, schedule and coordinate meetings and conference calls (internal and external);
• Fully support external and internal meetings through activities such as catering, technology set up, guest clearance, assembly and distribution of materials;
• Arrange and prepare travel arrangements/itineraries;
• Manage, prepare and distribute meeting agendas for various team meetings Assist in the preparation and posting of documents or other materials to Intralinks and Oaktree Central;
• Support vendor onboarding and contract renewals in accordance with vendor management policies and processes;
• Maintain data into departmental trackers on behalf of senior managers;
• Provide project and operations support and work independently on special projects under general direction of management;
• Provide Investors Committee support including but not limited to arranging client travel and processing client expense reimbursements, maintaining IC lists on Salesforce and posting of minutes to Oaktree Central;
• Manage firm-wide quarterly letter email distribution process;
• Assist in the organization and execution of onboarding for new employees as direct reports to managers;
• Provide ad-hoc support for business-related requests such as pulling reports and documents, updating Salesforce data, turning edits on documents, etc.;
• Receive, screen, prioritize and route calls and mail to the appropriate personnel;
• Prepare and submit expense reports and process invoices as necessary;
• Perform other duties as needed, such as logging parking validations and ordering supplies.

Qualifications

• Minimum 7-10 years relevant experience, preferably in financial services;
• Proven track record in maintaining discretion with confidential information;
• Experience managing people Independent judgment to plan, prioritize and organize diversified workloads for self and others;
• Experience using Workday and Concur (preferred);
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook. 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 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;
• Ability to work well under pressure and with time constraints;
• 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

Education Bachelor’s degree preferred.

Base Salary

Base Salary $105,000 - $135,000 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.

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.

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.