Administrative Assistant, Client Relations

Our Company

Oaktree is a leading global investment management firm focused on alternative markets, with an estimated $203 billion in assets under management as of March 31, 2025. 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 1200 employees and offices in 24 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 product marketing, service and communications related to Oaktree, its strategies, products and business practices on behalf of the firm and our investment strategies to clients globally, both current and prospective, internal and external.​

Based in New York City, this role will provide administrative support to the New York Client Relations team.

Selected responsibilities include:

• Provide comprehensive administrative support for New York-based Client Relations officers including but not limited to complex calendar management, expense reports, travel arrangements/itineraries, and general office duties;
• Manage a high volume of client meetings (fund updates, due diligence sessions, etc.) for clients in the Americas on behalf of Client Services Representatives and Product Specialists;
• Manage logistics of meetings (internal and external) 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;
• Support Diligence Services team with request for proposals including printing, packaging and distribution and serve as backup for document formatting and updates to the diligence system;
• Support NY office Client Services team with client inquiry and reporting requirements including pulling account summaries, financials and Salesforce data;
• Assist in the organization and execution of new employee onboarding plans;
• Schedule interviews and administer case studies when recruiting new team members;
• Assist in the design, preparation and posting of documents or other materials to the Oaktree intranet and Intralinks;
• Input data into department tracker to chronical client activity on behalf of senior managers;
• Coordinate with Los Angeles Client Relations administrative team for team meetings, team member travel between offices, etc.;
• Provide administrative support to Client Relations managers visiting the New York office, as necessary; and
• Work on special projects and ensure optimal support for the team, covering for other assistants as needed.

Qualifications

• Minimum 3-5 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;
• Proven track record in maintaining discretion with confidential information;
• Capable of working under general direction with little supervision;
• Independent judgment to plan, prioritize and organize diversified workloads for self and others;
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat.  Some knowledge of Salesforce or a contact database is a plus; and
• Experience with various technology platforms for video conference and recording needs, including management and setup of Zoom and Microsoft Teams video and audio conference calls.

Personal Attributes

• Outstanding initiative and a strong work ethic; candidate should be highly proactive, resourceful 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 responsi