Administrative Assistant, Investment Operations

Oaktree Capital Management•Los Angeles, CA

3d•Hybrid

About The Position

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.

Requirements

Minimum 7 years of experience supporting several executives in a financial services or other professional services firm
Proven ability to effectively manage tasks and time with competing priorities and deadlines, independently determining appropriate priority and self-initiating value added tasks
Strong Microsoft Excel, Word skills.
Sharepoint and Monday.com experience a plus
Experience working with ChatGPT and Claude a plus
The successful candidate is team oriented, must possess strong integrity and professionalism, has outstanding initiative, exceptional attention to detail and a strong work ethic
Must be organized and possess a track record in accuracy and in meeting deadlines in a fast-paced, growing work environment with high expectations
The candidate must have excellent written, verbal and interpersonal communication skills
Outstanding organizational competencies with strong attention-to-detail
Self-starter with a proven ability to take initiative and make decisions
Strong integrity and professionalism when maintaining information that may be sensitive, confidential or technical in nature

Nice To Haves

Sharepoint and Monday.com experience a plus
Experience working with ChatGPT and Claude a plus

Responsibilities

Provide comprehensive administrative support for the Investment Operations team
Maintain complex calendars, schedule meetings, conference calls for multiple senior executives
Complete domestic/international travel arrangements, prepare, track and submit expense reimbursements for officers in Investment Operations
Meeting coordination and planning including scheduling, preparing meeting materials (copying, scanning, prepare conference room setup, meals, etc.), coordinating with IT on audio/visual meeting requirements and troubleshooting technical issues
Event planning coordination, support, and execution
Track and update managed expense items against budget. Monitor invoice increases, determine root cause and report to management. Submit and validate invoices in accounts payable system
Track travel and entertainment expenses against budget and provide budget to actual reporting on a regular basis. Ensure expenses are allocated across investment strategies and funds appropriately
Complete ad hoc support requests and work on special projects under general direction of management