Administrator, Investor Relations

Oaktree Capital Management•Los Angeles, CA

About The Position

The Administrator provides administrative, project, and operations support to members of Oaktree’s global Investor Relations team. Based in New York or Los Angeles, this is a player/coach role that leads and coaches administrative assistants while also providing comprehensive support to Investor Relations officers. Investor Relations works with Sales and Fundraising Management to grow and deepen relationships with clients and prospects, and collaborates with Finance and Accounting, Operations, and Compliance to provide client coverage.

Requirements

Minimum 7–10 years of relevant experience, preferably in financial services.
Proven ability to maintain discretion with confidential information.
Experience managing people.
Independent judgment to plan, prioritize, and organize diverse workloads for oneself and others.
Outstanding initiative and a strong work ethic; proactive and self-driven.
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 gain confidence with individuals at all levels.
Ability to work well under pressure and within time constraints.
Team-oriented approach and excellent verbal and written communication skills.
Integrity and professionalism when handling sensitive, confidential, or technical information.
Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
Experience with technology platforms for video conferencing and recording, including setting up and managing Zoom and Microsoft Teams video and audio calls.

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.
Provide comprehensive administrative support for certain Investor Relations officers.
Maintain complex calendars and schedule and coordinate internal and external meetings and conference calls.
Support internal and external meetings, including catering, technology setup, guest clearance, and assembling and distributing materials.
Arrange and prepare travel arrangements and 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 tracker data 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 directly to managers.
Provide ad hoc support for business-related requests, such as 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, such as logging parking validations and ordering supplies.