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Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 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 1,200 employees and offices in 22 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
Based in Zurich, the Marketing Assistant will provide administrative support to the EMEA Marketing team in Zurich and Frankfurt. Responsibilities include
- Provide prospecting and administrative support to two Marketing Reps based in Zurich and Frankfurt and be a part of the assistant group for European team providing general support and back-up.
- Scheduling travel arrangements, and preparing detailed itineraries.
- Maintain complex calendars, schedule and coordinate meetings and conference calls
- Manage logistics of onsite and offsite client and prospect meetings including, but not limited to booking of the conference room, order food and set up as necessary, prepare data/materials, update agenda
- Assist with the coordination of investment funds subscription agreements, standard due diligence and marketing material requests
- Maintaining CRM database (SalesForce)
- Assist where needed with coordination of email mass mailing process
- General administration duties managing expense reports, , scanning, photocopying, filing, car/courier bookings, meeting room bookings
- Working in partnership with the other administrative assistants to ensure the optimal level of support for the team including cover for when other Administrative Assistants are absent.
- Managing invoices
- Maintaining contact databases
- Reviewing, tracking and maintaining documents following-up to obtain information as necessary
- Performing other administrative duties as required
Experience Required
- PA or EA work within the financial sector
- 4 year's (minimum) work experience in a support role
- Experience in the organization of highly complex international travel
- Proven ability to manage tasks with competing priorities and deadlines, and self-initiating other value-added tasks
- Proven track record in maintaining discretion with confidential information
- Strong working knowledge of Microsoft office applications including Excel, Word, Outlook and PowerPoint
- Experienced user in Salesforce or other CRM
- Fluent in English and German
Personal Attributes
- Outstanding initiative and a strong work ethic candidate should be highly proactive and self-driven
- Excellent interpersonal, verbal and written communication skills
- Outstanding organizational skills with strong attention-to-detail
- Team-oriented with strong integrity and professionalism and
- Ability to work well under pressure and with time constraints.
Education
- Bachelor's degree is preferred, however not a prerequisite
- Minimum A-Level grade or equivalent.
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.