Administrator, Investor Relations
About The Position
The Administrator provides administrative and operational support to members of Oaktree’s global Investor Relations team and leads a team of administrative assistants in a player/coach capacity. Investor Relations grows and deepens relationships with clients and prospects across Oaktree’s strategies, partnering with Sales and Fundraising Management and collaborating with Finance and Accounting, Operations, and Compliance to support client coverage. The position is based in New York or Los Angeles. The role supports Investor Relations officers and team activities through calendar and meeting coordination, travel arrangements, document and data management, vendor processes, project support, committee administration, onboarding, expenses, and other business requests. The position calls for discretion with confidential information, independent judgment, strong organization and communication, and the ability to work effectively under pressure. Oaktree is part of Brookfield’s credit platform and describes its culture as collaborative, curious, inclusive, and respectful of diversity of thought. The company highlights training and career development and support for local communities through philanthropic initiatives.
Requirements
- Minimum 7–10 years of relevant experience; financial services experience is preferred.
- Experience managing people.
- Demonstrated discretion in handling confidential information.
- Independent judgment and ability to plan, prioritize, and organize diverse workloads for oneself and others.
- Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Experience with technology platforms for video conferencing and recording, including managing and setting up Zoom and Microsoft Teams video and audio conference calls.
- Outstanding initiative, a strong work ethic, and a proactive, self-driven approach.
- Superior attention to detail and exceptional organizational skills.
- Ability to learn quickly, work with minimal guidance, and proactively offer and implement improvement ideas.
- Strong sense of responsibility and dedication.
- Interpersonal skills and ability to build credibility and confidence with people at all levels.
- Ability to work well under pressure and time constraints.
- Team orientation and excellent verbal and written communication skills.
- Integrity and professionalism when handling sensitive, confidential, or technical information.
Nice To Haves
- Experience using Workday and Concur.
- Some knowledge of Salesforce or a contact database.
- Bachelor’s degree preferred.
Responsibilities
- Lead a team of administrative assistants, providing regular support and ongoing coaching in a player/coach role.
- Provide comprehensive administrative support to certain Investor Relations officers.
- Maintain complex calendars and schedule and coordinate internal and external meetings and conference calls.
- Support meetings by arranging catering and technology setup, coordinating guest clearance, and assembling and distributing materials.
- Arrange and prepare travel itineraries.
- Manage, prepare, and distribute agendas for team meetings.
- Assist with preparing and posting documents and other materials to Intralinks and Oaktree Central.
- Support vendor onboarding and contract renewals in accordance with vendor management policies and processes.
- Maintain departmental trackers on behalf of senior managers.
- Provide project and operations support and independently handle special projects under general management direction.
- Support the Investors Committee, including arranging client travel, processing client expense reimbursements, maintaining committee lists in Salesforce, and posting minutes to Oaktree Central.
- Manage the firm-wide quarterly letter email distribution process.
- Assist with organizing and executing onboarding for new employees who report to managers.
- Respond to ad hoc business requests, including pulling reports and documents, updating Salesforce data, and making document edits.
- Receive, screen, prioritize, and route calls and mail to appropriate personnel.
- Prepare and submit expense reports and process invoices as needed.
- Perform other duties as needed, including logging parking validations and ordering supplies.
Benefits
- Discretionary bonus incentives.
- Comprehensive benefits package.
- Flexible work arrangement.
- Training and career development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
