Oaktree is a leader among global investment managers specializing in alternative investments, with $159 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 1000 employees and offices in 20 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.
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The position of Executive Assistant to the Chief Financial Officer will be based in downtown Los Angeles and will have two primary responsibilities: (i) provide administrative support to the Chief Financial Officer and another subdepartment leader and their team within the Finance department and (ii) coordinate the schedules and processes related to meetings of the Board of Directors and related committees.
Schedule meetings and conference calls across time zones and departments; manage multiple fast-changing and complex calendars.
Coordinate quarterly Board of Directors and Audit Committee meetings including scheduling, managing deadlines, aggregating, proofreading, distributing, and posting materials to the Board portal; hosting in-person meetings.
Receive, prioritize, and route calls, emails, and mail to the appropriate personnel, including managing the Investor Relations mailbox and inquiries.
Arrange and prepare domestic and international travel arrangements/itineraries.
Prepare expense reports and reconcile against Amex statements.
Validate invoices, assigning billing codes and following up with vendors.
Own all meeting logistics including, but not limited to, RSVPs, room reservations, A/V arrangements and testing, food and beverage orders, space setup and takedown, materials assembly, and distribution.
Provide onsite hospitality, including the reception of guests and directing colleagues to resources and services.
Work independently on special projects under general direction of management, including coordination of finance town halls, department offsite meetings, special events and inter-departmental meetings.
Assist with recruiting processes by coordinating and scheduling interviews with candidates and the team and
Support new employee onboarding.
Minimum 10 years of experience supporting several executives within a financial services firm.
Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks; and
Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook. Zoom and Teams
Experience with Diligent or online Board portal software is a plus
Excellent interpersonal, verbal, and written communication skills.
Outstanding organizational skills with strong attention-to-detail.
Self-starter with a proven ability to take initiative and prioritize work; and
Team-oriented with strong integrity and professionalism.
Bachelor’s degree is preferred.
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.