Marketing Assistant

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $202 billion in assets under management as of December 31, 2024. 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 23 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.

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

Scope and Responsibilities

Oaktree’s Marketing Group is seeking an individual to join its APAC team, to own the administration and sales support, which underpins all activity in the region.  This role, working in partnership with the Marketing Assistants in APAC, is responsible for the smooth running of marketing operations focused on business development and fundraising activities with institutional investors and intermediary distribution channels.

Managing the logistics of travel and meeting management:

• For the team with clients and prospects;

• Host incoming Oaktree PM and senior managers and liaise with their respective Assistants, as required;

• Arrange visa and entry administration to ensure smooth travel across the regions;

• Set up meetings, conference calls and events as required;

• Maintain calendars with the relevant information as per Sales Force/Client relations standards;

• Prepare meeting information and marketing collateral as required.

Sales support:

• Manage client investment quarterly reporting;

• Manage the marketing collateral inventory and logistics of producing and shipping materials as required;

• Become the Sales Force super user for the team, manage data input and reporting as required – develop a proactive approach to managing the information under the guidance of the marketing reps;

• Performing research via the internet and subscription-based research portals, as requested;

• Maintain contact databases for managing mailing and distribution lists;

• Co-ordinate fund launch communication;

• Manage the administration for onboarding new and prospective clients, gather the appropriate information and ensure completion of the CPI/IPI forms;

• Administer access to the data site.

General Administration:

• Internal meeting and calendar management;

• Processing correspondence and letters;

• Managing incoming invoices;

• Reviewing, preparing and managing expense reports;

• Manage the compliance reporting for gifts, meals and entertainment;

• Developing and maintaining the filing system; and

• Performing other administrative duties as needed, such as copying and ordering supplies.

Experience Required

• Minimum 5 years relevant experience, experience supporting executive/senior management within a financial services firm would be a plus;

• Outstanding follow-up and organizational skills with a strong attention to detail;

• Proven experience utilizing internet resources;

• Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;

• Strong working knowledge of Microsoft office applications; knowledge on Salesforce, Pardot and Intralinks would be an advantage; and

• English fluency is necessary.

Personal Attributes

• Exceptional verbal, written and interpersonal communication skills;

• Strong track record in managing multiple projects with a proven ability to prioritize;

• Versatility to pick up support activity across different departments and locations

• Self-starter with a proven ability to take initiative;

• Team-oriented with strong integrity and professionalism; and

• An ability to handle highly confidential situations with professionalism and tact.

Education

• Bachelor’s degree is required.

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.