Capital Formation Administrator

Oaktree Capital Management • New York, NY

75d • $100,000 - $125,000

About The Position

Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are 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. Insurance companies are one of the largest client segments at Oaktree, diversified across region and liability type. Representing approximately $33 billion in AUM across 119 relationships as of September 2024. The Insurance Solutions team at Oaktree is responsible for partnering with the marketing and investment teams to deepen engagement with insurance clients, develop new products and solutions, and structure and customize strategies for effective balance sheet outcomes.

Requirements

• Minimum 7-10 years of experience ideally supporting multiple Managing Directors, C-level leaders, or equivalent in financial services, insurance, investment management, or consulting industries.
• Prior experience creating, editing, and formatting professional presentations while aligning with brand standards required.
• PMP certification, project management coursework, or demonstrable project management experience is a plus.
• High proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word); experience with expense management and CRM systems a plus.
• Comfortable with AI-enabled productivity tools (e.g., ChatGPT, Microsoft CoPilot) and able to leverage technology for efficiency.
• Skilled in process improvement and operational efficiency initiatives.

Responsibilities

• Assist in coordinating strategic initiatives, tracking deadlines, and following up on action items.
• Conduct research and analysis to support decision-making and presentations.
• Build and maintain team dashboards or trackers for key priorities and deliverables.
• Partner with internal groups to support recruiting, onboarding, and budget tracking.
• Help streamline workflows and ensure team alignment around business objectives.
• Leverage AI-enabled tools (e.g., ChatGPT, Microsoft CoPilot, workflow automation platforms) to draft communications, summarize documents, and create process efficiencies.
• Build templates, trackers, and basic data analysis tools to improve team operations.
• Stay current on emerging technology and recommend new tools that can increase productivity.
• Assist in managing calendars, scheduling, and travel arrangements for senior leaders.
• Coordinate logistics for meetings, conferences, and external client events.
• Prepare and edit materials such as presentations, reports, and correspondence.
• Support expense reporting and administrative compliance requirements.
• Gain direct exposure to senior leadership decision-making, strategy, and client engagement.
• Learn the fundamentals of the insurance and investment management businesses through hands-on project and operational work.

Benefits

• Discretionary bonus incentives
• Comprehensive benefits package
• Flexible work arrangement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree