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Administrator, Investor Relations
Oaktree Capital Management, L.P.. Lead a team of administrative assistants, providing regular support and ongoing coaching in a player/coach role .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in administrative support within financial services, including managing complex calendars, coordinating meetings, and providing project support. Proficient in using tools like Microsoft Office Suite, Workday, and Concur, with a strong emphasis on confidentiality and organizational skills.
Highest-signal resume keywords
Team LeadershipAdministrative SupportMicrosoft Office Suite ProficiencyVendor ManagementSalesforce Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Calendar ManagementMeeting CoordinationTravel ArrangementExpense ReportingDocument PreparationProject SupportVendor OnboardingData ManagementConfidential Information HandlingReport Generation
Soft Skills
Interpersonal SkillsAttention to DetailInitiativeOrganizational SkillsCommunication Skills
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookWorkdayConcurSalesforceZoomMicrosoft TeamsIntralinks
Industry Keywords
Financial ServicesInvestor RelationsVendor Management PoliciesConfidential InformationProject Management
Tech Stack
Tools & technologiesAssembly
About the role
Key responsibilities & impact- Lead a team of administrative assistants, providing regular support and ongoing coaching in a player/coach role
- Provide comprehensive administrative support for certain Investor Relations officers
- Maintain complex calendars and schedule and coordinate internal and external meetings and conference calls
- Support external and internal meetings through catering, technology setup, guest clearance, and assembly and distribution of materials
- Arrange and prepare travel arrangements and itineraries
- Manage, prepare, and distribute meeting agendas for team meetings
- Assist with preparing and posting documents and materials to Intralinks and Oaktree Central
- Support vendor onboarding and contract renewals according to vendor management policies and processes
- Maintain departmental trackers for senior managers
- Provide project and operations support and independently work on special projects under general direction
- Provide Investors Committee support, including arranging client travel, processing expense reimbursements, maintaining IC lists on Salesforce, and posting minutes to Oaktree Central
- Manage the firm-wide quarterly letter email distribution process
- Assist with onboarding new employees as direct reports to managers
- Provide ad-hoc business support, including pulling reports and documents, updating Salesforce data, and turning edits on documents
- Receive, screen, prioritize, and route calls and mail
- Prepare and submit expense reports and process invoices
- Perform other duties as needed, including logging parking validations and ordering supplies
Requirements
What you’ll need- Minimum 7-10 years relevant experience, preferably in financial services
- Proven track record in maintaining discretion with confidential information
- Experience managing people
- Independent judgment to plan, prioritize and organize diversified workloads for self and others
- Experience using Workday and Concur (preferred)
- Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
- Some knowledge of Salesforce or a contact database is a plus
- Experience with technology platforms for video conference and recording needs, including management and setup of Zoom and Microsoft Teams video and audio conference calls
- Outstanding initiative and a strong work ethic; highly proactive and self-driven
- Superior attention-to-detail and exceptional organizational skills
- Ability to learn quickly, require minimal guidance, and proactively offer and implement ideas for improvement
- Strong sense of responsibility and dedication
- Interpersonal skills and ability to quickly build credibility and gain confidence of individuals at all levels
- Ability to work well under pressure and with time constraints
- Team-orientation with excellent verbal and written communication skills
- Integrity and professionalism when maintaining sensitive, confidential, or technical information
Benefits
Comp & perks- Discretionary bonus incentives
- Comprehensive benefits package
- Flexible work arrangement
- Training and career development opportunities
- Support for local communities through philanthropic initiatives