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Capital Formation Administrator

Capital Formation Administrator

Oaktree Capital ManagementNew York, NY, US
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Administrator Position

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 1400 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.

Insurance companies are one of the largest client segments at Oaktree, diversified across region and liability type. Representing approximately $33 billion in AUM across 119 relationships as of September 2024. The Insurance Solutions team at Oaktree is responsible for partnering with the marketing and investment teams to deepen engagement with insurance clients, develop new products and solutions, and structure and customize strategies for effective balance sheet outcomes.

We are seeking a highly experienced, proactive, and resourceful Administrator to provide comprehensive support to the Global Head of Insurance, the Head of Americas Insurance, and two additional team members within the Insurance group. This individual will manage complex administrative tasks, lead project coordination, and leverage technology to drive efficiency.

Responsibilities include :

  • Assist in coordinating strategic initiatives, tracking deadlines, and following up on action items.
  • Conduct research and analysis to support decision-making and presentations.
  • Build and maintain team dashboards or trackers for key priorities and deliverables.
  • Partner with internal groups to support recruiting, onboarding, and budget tracking.
  • Help streamline workflows and ensure team alignment around business objectives.

Technology & Process Efficiency

  • Leverage AI-enabled tools (e.g., ChatGPT, Microsoft CoPilot, workflow automation platforms) to draft communications, summarize documents, and create process efficiencies.
  • Build templates, trackers, and basic data analysis tools to improve team operations.
  • Stay current on emerging technology and recommend new tools that can increase productivity.

    • Executive & Team Support

  • Assist in managing calendars, scheduling, and travel arrangements for senior leaders.
  • Coordinate logistics for meetings, conferences, and external client events.
  • Prepare and edit materials such as presentations, reports, and correspondence.
  • Support expense reporting and administrative compliance requirements.

    • Professional Development

  • Gain direct exposure to senior leadership decision-making, strategy, and client engagement.
  • Learn the fundamentals of the insurance and investment management businesses through hands-on project and operational work.

    • Qualifications include :

  • Minimum 710 years of experience ideally supporting multiple Managing Directors, C-level leaders, or equivalent in financial services, insurance, investment management, or consulting industries.
  • Prior experience creating, editing, and formatting professional presentations while aligning with brand standards required.
  • PMP certification, project management coursework, or demonstrable project management experience is a plus.
  • High proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word); experience with expense management and CRM systems a plus.
  • Comfortable with AI-enabled productivity tools (e.g., ChatGPT, Microsoft CoPilot) and able to leverage technology for efficiency.
  • Skilled in process improvement and operational efficiency initiatives.

    • Personal Attributes include :

  • Exceptional organizational skills with the ability to manage complex calendars and competing priorities under pressure.
  • Strong project management skills : ability to scope, plan, track, and deliver on multiple concurrent initiatives.
  • Outstanding written and verbal communication skills; able to draft clear, concise, and professional correspondence.
  • Strong problem-solving and decision-making ability, with sound judgment and discretion.
  • Collaborative team player who also thrives working independently.
  • Commitment to excellence, accuracy, and follow-through.

    • Education :

    Bachelor's degree required.

    Base Salary : $100,000 - $125,000

    In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and / or qualifications, industry knowledge and expertise, as well as prior training and education.

    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, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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    Capital Capital • New York, NY, US