Oaktree is a leader among global investment managers specializing in alternative investments, with $122 billion in assets under management as of June 30, 2018. 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 900 employees and offices in 18 cities worldwide.
For additional information, please visit our website at www.oaktreecapital.com.
Manage Oaktree's client data in the CRM system (Salesforce), including processing new accounts, wire instructions, transfers and changes to client data;
Manage and process mass e-mail communications for clients and prospects, which involves working with HTML e-mail templates;
Manage client account and fund related document publishing and reporting on Oaktree's client portal and client access database;
Partner with our offshore business process outsourcing team to facilitate client portal requests and review outputs;
Maintain data quality by performing routine reconciliations and maintenance in the CRM system and Wire Portal to standardize data and resolve discrepancies; and
Administer user training and provide support to CRM users.
Minimum 2 years relevant experience, preferably in financial services;
Prior experience with a CRM data management system, preferably Salesforce, and with mass email tools, including those that use HTML templates;
Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;
Strong communication skills (written and verbal);
Independent judgment to plan, prioritize and organize diversified workloads for self and others; and
Strong command of Microsoft Office applications including Excel and Word.
Superior organizational skills with strong attention-to-detail;
Excellent interpersonal, verbal and written communication skills;
Self-starter with a proven ability to take initiative;
Ability to work well under pressure and with time constraints;
Strong work ethic and the ability to quickly build credibility and gain confidence of others; and
Team-oriented with strong integrity and professionalism.
Bachelor's degree is required.
Oaktree Capital Management