Administrative Assistant, Investment Operations

Our Company

As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is 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.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Responsibilities

• Provide comprehensive administrative support for the Investment Operations team
• Maintain complex calendars, schedule meetings, conference calls for multiple senior executives
• Complete domestic/international travel arrangements, prepare, track and submit expense reimbursements for officers in Investment Operations
• Meeting coordination and planning including scheduling, preparing meeting materials (copying, scanning, prepare conference room setup, meals, etc.), coordinating with IT on audio/visual meeting requirements and troubleshooting technical issues
• Event planning coordination, support, and execution   
• Track and update managed expense items against budget.  Monitor invoice increases, determine root cause and report to management.  Submit and validate invoices in accounts payable system   
• Track travel and entertainment expenses against budget and provide budget to actual reporting on a regular basis.  Ensure expenses are allocated across investment strategies and funds appropriately
• Complete ad hoc support requests and work on special projects under general direction of management 
   

Qualifications

• Minimum 7 years of experience supporting several executives in a financial services or other professional services firm
• Proven ability to effectively manage tasks and time with competing priorities and deadlines, independently determining appropriate priority and self-initiating value added tasks
• Strong Microsoft Excel, Word skills.  Sharepoint and Monday.com experience a plus 
• Experience working with ChatGPT and Claude a plus

Personal Attributes

• The successful candidate is team oriented, must possess strong integrity and professionalism, has outstanding initiative, exceptional attention to detail and a strong work ethic
• Must be organized and possess a track record in accuracy and in meeting deadlines in a fast-paced, growing work environment with high expectations
• The candidate must have excellent written, verbal and interpersonal communication skills
• Outstanding organizational competencies with strong attention-to-detail
• Self-starter with a proven ability to take initiative and make decisions
• Strong integrity and professionalism when maintaining information that may be sensitive, confidential or technical in nature

Education

A Bachelor's degree is required.

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.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.