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.

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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

• Assist with analyzing and reporting of key operating metrics and management reporting for the department
• Enhance documentation of business processes and procedures and content/collateral management routines

Strategic Initiatives / Project Management

• Explore opportunities for automation and process improvement and bring those ideas forward to the business.
• Respond to ad hoc requests and complete special projects as necessary

Experience Required

• Approximately 6-8 years of preferably within the financial services (asset management) or consulting industries
• Experience managing multiples projects simultaneously and working collaboratively as part of a team
• Excellent interpersonal and communication skills (verbal and written)
• Proven track record in business analysis and process improvement
• Solid analytical skills and ability to understand and resolve complex problems
• Strong proficiency in Microsoft Office with advanced PowerPoint skills in design, formatting and charting and advanced Excel skills
• Knowledge of Power BI, Adobe Photoshop and Dreamweaver a plus

Personal Attributes

• Desire to be in a dynamic role with a high level of rigor and where the work may change day-to-day;
• Possess outstanding attention to detail and superior organizational skills;
• Excel in a demanding, fast-paced environment while maintaining the highest quality standards;
• Demonstrate ability to own and drive areas of a project, connecting the dots between dependencies, planning for next steps, and being able to multi-task across multiple deliverables.
• Have ability to work both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with, at times, limited supervision;
• Adapt to shifting priorities, demands and timelines;
• Be a highly resourceful, self-starter who can identify opportunities and drive initiatives forward; seek guidance and escalate issues as appropriate;
• Demonstrate the poise, confidence and professionalism required to establish relationships, garner support and engage team members to ensure successful completion of projects; and
• Have strong integrity, professionalism and dedication to excellence

Education

• Bachelor's degree is required (major in Finance Business or related field 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. 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.