Administrator, Investor Relations

Oaktree; Los Angeles (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

Oaktree, based in Los Angeles, seeks an experienced Investor Relations administrative lead to enhance the efficiency and quality of IR operations. You will supervise admin staff, manage complex calendars, and support senior IR officers with meeting materials and distribution.

You will drive travel planning, onboarding, vendor management, and data integrity in Salesforce and Intralinks, collaborating with Finance, Compliance and Operations to deliver high-level client coverage.

Qualifications

• 7–10 years relevant experience, preferably in financial services.
• Discretion with confidential information required.
• Experience managing people.
• Independent judgment to plan, prioritize and organize diversified workloads.
• Experience using Workday and Concur (preferred).
• Proficiency in Word, Excel, PowerPoint, Outlook.

Responsibilities

• Lead a team of administrative assistants; player/coach role.
• Provide comprehensive admin support for Investor Relations officers.
• Maintain calendars and coordinate meetings and conference calls.
• Support meetings with catering, tech setup, guest clearance, materials.
• Arrange travel arrangements/ itineraries.
• Prepare and distribute meeting agendas; post minutes to systems.
• Support vendor onboarding and contract renewals.
• Maintain data into departmental trackers and assist on projects.
• Provide Investors Committee support including travel and reimbursements; Salesforce minutes.
• Manage quarterly letter email distribution.
• Assist onboarding for new employees reporting to managers.
• Ad-hoc requests: pull reports, update Salesforce, edits on documents.
• Receive, screen, route calls and mail.
• Prepare expense reports and process invoices.
• Other duties as needed (parking validations, supplies).

Skills

Leadership

Discretion

Project management

Prioritization

Communication

Decision making

Tools

Workday

Concur

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

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/

Investor Relations Overview

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/

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