Investor Relations Admin Lead

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

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.