Location: New York,NY, USA
Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $193 billion in assets under management as of June 31,2024. 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 1200 employees and offices in 22 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.
For additional information please visit our website at www.oaktreecapital.com.
Responsibilities
The Client Relations Department is responsible for delivering excellence in product marketing, service and communications related to Oaktree, its strategies, products and business practices on behalf of the firm and our investment strategies to clients globally, both current and prospective, internal and external.
Based in New York City, the Administrative Assistant will provide administrative support to the New York Client Relations team.
Responsibilities Include:
* Provide comprehensive administrative support for certain New York-based Client Relations officers;
* Maintain complex calendars, schedule and coordinate meetings and conference calls (internal and external);
* Fully support external and internal meetings through activities such as catering, technology set up, guest clearance and greeting, assembly and distribution of materials;
* Provide Investors Committee support including but not limited to scheduling of meetings, meeting logistics, arranging client travel and processing client expense reimbursements, maintaining IC lists on Salesforce and posting of minutes to Oaktree Central;
* Support Diligence Services team with request for proposals including printing, packaging and distribution and serve as backup for document formatting and updates to the diligence system;
* Support NY office Client Services team with client inquiry and reporting requirements including pulling account summaries, financials and Salesforce data;
* Assist in the organization and execution of new employee onboarding plans;
* Schedule interviews and administer case studies when recruiting new team members;
* Assist in the design, preparation and posting of documents or other materials to the Oaktree intranet and Intralinks;
* Input data into department tracker to chronical client activity on behalf of senior managers;
* Coordinate with Los Angeles Client Relations administrative team for team meetings, team member travel between offices, etc.;
* Provide administrative support to Client Relations managers visiting the New York office, as necessary;
* Arrange and prepare travel arrangements/itineraries, as necessary;
* Prepare and submit expense reports and process invoices, as necessary;
* Perform other duties independently as needed, including copying, mailing and ordering supplies; and
* Under general direction of management, assist with coordination of department offsite meetings, special events etc.
Qualifications
* Minimum 3-5 years of experience supporting several executives within a professional services firm;
* Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;
* Proven track record in maintaining discretion with confidential information;
* Capable of working under general direction with little supervision;
* Independent judgment to plan, prioritize and organize diversified workloads for self and others;
* Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat. Some knowledge of Salesforce or a contact database is a plus; and
* Experience with various technology platforms for video conference and recording needs, including management and setup of Zoom and Microsoft Teams video and audio conference calls.
Personal Attributes
* Outstanding initiative and a strong work ethic; candidate should be highly proactive and self-driven;
* Superior attention-to-detail and exceptional organizational skills;
* Ability to learn quickly, require minimal guidance and possess a desire to proactively offer and implement ideas for improvement;
* Strong sense of responsibility and dedication;
* Interpersonal skills and the ability to quickly build credibility and gain confidence of individuals at all levels;
* Team-orientation with excellent verbal and written communication skills;
* Integrity and professionalism when maintaining information that may be sensitive, confidential or technical in nature.
Education
A Bachelor's degree is preferred
Base Salary Range
$60,000 - $100,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.