Administrator, Investor Relations

Oaktree-Capital-Management; Los Angeles (CA); On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Comprehensive benefits package

Flexible work arrangement

Job summary

Oaktree Capital Management, L.P. seeks an Investor Relations Administrator to support the global IR team from Los Angeles or New York.

You will lead administrative staff, manage complex calendars, coordinate internal and external meetings, and assist with travel arrangements and materials distribution. You will collaborate with Finance, Accounting, Operations, and Compliance to deliver high-quality client coverage.

Qualifications

• 7–10 years relevant experience in financial services.
• Proven track record in maintaining discretion with confidential information.
• Experience managing people.
• Experience using Workday and Concur (preferred).
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook; Salesforce knowledge a plus; familiarity with video conferencing platforms (Zoom, MS Teams).

Responsibilities

• Lead a team of administrative assistants, providing regular support and ongoing coaching.
• Provide comprehensive administrative support for Investor Relations officers; maintain calendars and coordinate meetings and calls.
• Arrange travel and prepare itineraries; manage agendas for team meetings.
• Post minutes to Oaktree Central and manage onboarding for new employees.
• Support reporting, expense processing, and ad-hoc data/document requests.

Skills

Leadership

Calendar management

Discretion

Communication

Education

Bachelor's degree

Tools

Workday

Concur

Salesforce

Zoom

Microsoft Teams

Job description

Our CompanyAs 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.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/ResponsibilitiesBased in New York or Los Angeles, the Administrator will provide administrative support to members of the global Investor Relations team.Responsibilities include: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 meetingsAssist 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.QualificationsMinimum 7-10 years relevant experience, preferably in financial services;Proven track record in maintaining discretion with confidential information;Experience managing peopleIndependent 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; andExperience 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 AttributesOutstanding 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.EducationBachelor’s degree preferred.Base Salary$105,000 - $135,000In 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 PolicyOaktree 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 AngelesFor 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.