Capital Formation Administrator jobs in United States
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Oaktree Capital Management, L.P. · 3 months ago

Capital Formation Administrator

Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. They are seeking a highly experienced Administrator to provide comprehensive support to senior leaders within the Insurance group, managing complex administrative tasks, leading project coordination, and leveraging technology for efficiency.

Business DevelopmentCreditFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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
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
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
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

Qualification

Microsoft Office SuiteAI-enabled Productivity ToolsProject ManagementPMP CertificationProcess ImprovementOrganizational SkillsCommunication SkillsProblem-solvingTeam Collaboration

Required

Minimum 7–10 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
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
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
Bachelor's degree required

Preferred

PMP certification, project management coursework, or demonstrable project management experience is a plus

Benefits

Discretionary bonus incentives
A comprehensive benefits package
A flexible work arrangement

Company

Oaktree Capital Management, L.P.

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Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.

H1B Sponsorship

Oaktree Capital Management, L.P. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (2)
2023 (5)
2022 (7)
2021 (4)
2020 (6)

Funding

Current Stage
Public Company
Total Funding
unknown
2019-03-13Acquired
2012-04-12IPO

Leadership Team

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Armen Panossian
Co-CEO and Portfolio Manager
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Robert O'Leary
Co-CEO and Portfolio Manager, Global Opportunities
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Company data provided by crunchbase