Analyst,Client Relations

Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. 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.

Include a high level description of your department or sub-department or investment fund / strategy.

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

Scope And Responsibilities

The Client Relations Operations department is responsible for maintaining and improving operations within Client Relations to ensure efficiency, scale and operational discipline. The team is responsible for (i) management reporting, budgeting and analytics, (ii) collateral operations, (iii) administrative support and (iv) technology and process improvements.

The candidate will be expected to develop internal subject matter expertise regarding Oaktree's products, marketing and development areas, as well as the firm's technology and data initiatives to facilitate ideation and execution of efforts to increase the efficiency and effectiveness of Client Relations. Key responsibilities of the role include :

Collateral Operations

• Assist in maintaining and updating marketing materials such as brochures, factsheets, client review books, investment write ups, etc. on a monthly & quarterly basis.
• Coordinate with multiple teams, such as portfolio analysis reporting, client services, accounting, compliance, legal and operations to update marketing materials & reports.
• Transition brochures and presentations into new slide library platform conforming to established brand standards.
• Update organization charts and biographies for across departments & strategies on monthly basis.
• Manage and maintain updates to slide library and ensure accuracy in content tagging and categorization.
• Support innovative automation efforts for Oaktree's marketing collateral, client and internal reporting, portfolio analytics, and data visualization needs (e.g., Power BI dashboards, fund factsheets, marketing brochures, etc.)

Business Operations Support

Strategic Initiatives / Project Management

Experience Required

Personal Attributes

Education

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.

Skills Required

Power Bi, Powerpoint, Microsoft Office, Excel, Dreamweaver, Adobe Photoshop