Administrative Assistant, Client Services

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 service to Oaktree investors globally on behalf of Oaktree. This administrative assistant will be responsible for managing client meetings on behalf of our Client Services Representatives and Product Specialists. Specific responsibilities include:

• Manage a high volume of client meetings (fund updates, due diligence sessions, etc.) for clients in the Americas on behalf of Client Services Representatives.

• Manage logistics of meetings including, but not limited to, communicating with clients, creating calendar invitations, managing schedules across multiple time zones, booking conference rooms (physical or virtual), ordering food and setting up as necessary, coordinating and submitting materials needed for meetings, assembling data/materials, creating and distributing agendas;

• Work with and oversee our BPO offshore team with regards to their support of the meeting management process;

• Ability to become familiar with our CRM system (Salesforce) to access client data;

• Evaluate and propose improvements to the existing meeting management process; and

• Perform other administrative duties as needed.

Qualifications

• Minimum 3-4 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; and

• Strong proficiency in Microsoft Office programs.

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

Bachelor's degree 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.