Oaktree Capital Management

Administrative Assistant, Portfolio Analytics, Risk and Reporting

US-CA-Los Angeles
Job ID
2017-1418
Job Department
Portfolio Analytics, Risk and Reporting

Company Overview

Oaktree is a leader among global investment managers specializing in alternative investments, with $99 billion in assets under management as of June 30, 2017. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 900 employees and offices in 18 cities worldwide.

 

For additional information please visit our website at www.oaktreecapital.com.

Responsibilities

Based in downtown Los Angeles, the Administrative Assistant will provide administrative support to 7 officers and 5 managers within the Portfolio Analytics, Risk and Reporting department and overflow coverage to the department head as necessary.

Responsibilities include:

  • Internal meeting setup, including, but not limited to, scheduling, catering, tech setup, guest clearance and material support for the Head of Portfolio Construction Analytics, the Head of Portfolio and Client Reporting, and sub-department managers as needed;
  • Publish firm-wide reports from department email address;
  • Assist with the preparation of PowerPoint presentations for meetings related to firm-wide initiatives;
  • Assist with proofreading for broadly published internal and external reports.
  • Review and edit analytical reports to align with firm branding and formatting standards;
  • Monitor department print queue requests for client meetings;
  • Organize Portfolio Construction Analytics and Portfolio and Client Reporting team meetings. Attend meetings to remain informed and provide optimum assistance and manage follow up;
  • Assist in the delivery of employee onboarding (scheduling and materials preparation) for PARR new hires;
  • Uploading to Oaktree Central from CRO inbox;
  • Work independently on special projects under general direction of management, including coordination of department offsite meetings, special events, inter-departmental meetings, etc.;
  • Maintain complex calendars, scheduling and coordinating meetings and conference calls and meeting logistics;
  • Receiving, screening, prioritizing and routing calls and mail to the appropriate personnel;
  • Arranging and preparing limited travel arrangements/itineraries, as necessary;
  • Preparing and submitting expense reports and processing invoices as necessary;
  • Managing logistics of meetings including, but not limited to, booking of the conference room, ordering food and setting up as necessary, assembling data/materials, updating and distributing the agenda; and
  • Performing other duties as needed, including faxing, copying, logging parking validations and ordering supplies.

Qualifications

  • Minimum 3 years of experience supporting several executives within a financial 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 Word, Excel, PowerPoint and Outlook. Some knowledge of Access or a contact database is a plus.

Personal Attributes

  • Excellent interpersonal, verbal and written communication skills;
  • Outstanding organizational skills with strong attention-to-detail;
  • Self-starter with a proven ability to take initiative;
  • Team-oriented with strong integrity and professionalism.

Education

Bachelor’s degree is preferred.

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