Oaktree Capital Management

  • Analyst, Tax-Operations

    Job Locations US-CA-Los Angeles
    Job ID
    Job Department
    Tax and Treasury
  • Responsibilities

    The Analyst will support the Operations Team in Oaktree’s Tax Department with a focus on data/project management and client relations.


    Specific responsibilities include:


    • Writes, reviews and edits materials relating to communications with executives and internal/external stakeholders;
    • Consults with internal and external constituents to identify goals and objectives;
    • Manages comprehensive department deliverable calendar(s) and project plans;
    • Manages the integrity of all corporate investor data and maintains and updates databases;
    • Maintains process documentations, contact/distribution lists and message archives;
    • Drives, monitors and tracks responses for various communications;
    • Responds to inquiries and coordinates the dissemination of information to various groups internally and externally;
    • Prepares mass email communication blasts via eMill;
    • Maintains Oaktree client portal accounts for all corporate investors and CPA’s;
    • Assists in initiatives and projects by preparing presentations, reports and analysis;
    • Leads in managing smaller projects or reviews;
    • Builds effective working relationships with internal and external stakeholders to ensure high quality process and quick resolution to issues; and
    • Performs other tasks and projects as necessary.


    • Minimum 3 years of experience;
    • Proven ability to manage tasks with competing priorities and deadlines;
    • Independently determines order of priority and self-initiates other value-added tasks; and
    • Strong proficiency in Microsoft Word, Excel, PowerPoint and Outlook.

    Personal Attributes

    • The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic;
    • Must be customer-oriented and have excellent verbal and written communication skills;
    • Will be self-driven, detail-oriented and must possess strong integrity and professionalism; and
    • Business friendly team player with an ability to accommodate tight deadlines in a fast-paced environment.


    A Bachelor’s degree is preferred. A Master’s degree is a plus.


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