Find The RightJob.
Account Administration, Analyst
Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with over $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.
For additional information please visit our website at .
Scope And Responsibilities
- Electronically, post and track client reports and statements within the OCP Admins database platform.
- Provide ongoing support to CRM and OCP Admins database users.
- Process and maintain data within the CRM system (Salesforce), encompassing tasks such as updating client information, contact data, account and mailing records.
- Maintain high data quality by conducting routine reconciliations and regular maintenance within the CRM system and OCP Admins database to standardize data and resolve discrepancies.
- Manage and process mass e-mail communications for clients and prospects, including the use of HTML e-mail templates.
- Leverage creativity and innovative thinking to streamline administrative processes and contribute new ideas for enhancing client communications and data management.
Experience required
- At least 2 years of relevant experience, ideally within financial services.
- Previous experience working with a CRM data management system, preferably Salesforce, and mass email tools including those utilizing HTML templates.
- Demonstrated ability to manage tasks with competing priorities and deadlines, including independently prioritizing and initiating additional value-added activities.
- Strong written and verbal communication skills.
- Ability to exercise independent judgment to plan, prioritize, and organize diverse workloads for self and others.
- Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, SharePoint, and Outlook.
- Proven ability to multi-task and manage mass mailing distributions.
Personal Attributes
- Exceptional organizational skills with keen attention to detail.
- Excellent interpersonal, verbal, and written communication abilities.
- Self-motivated and proactive, with a proven capability to take initiative.
- Ability to perform effectively under pressure and meet deadlines.
- Strong work ethic, with the ability to quickly establish credibility and gain the confidence of colleagues and clients.
- Team-oriented, demonstrating high integrity and professionalism.
- Creative and innovative mindset, consistently seeking new approaches to improve workflows and solve challenges.
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.
Similar jobs
No similar jobs found
© 2026 Qureos. All rights reserved.