Lisa Chapman

Associate at Oaktree Capital Management, L.P.
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Contact Information
us****@****om
(386) 825-5501
Location
Godstone, UK

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Experience

    • United States
    • Investment Management
    • 700 & Above Employee
    • Associate
      • Mar 2022 - Present

      London, England, United Kingdom Product development, structuring & launch - focus on Luxembourg funds and operational oversight.

    • Analyst
      • Feb 2020 - Mar 2022

      London, United Kingdom Product structuring & launch, vendor coordination and data management for Oaktree’s Luxembourg funds.

    • Administrator
      • Oct 2018 - Feb 2020

      London, United Kingdom Product structuring & launch, vendor coordination and data management for Oaktree’s Luxembourg funds.

    • Marketing Assistant
      • Jan 2016 - Oct 2018

      London, United Kingdom Supporting three Senior Vice Presidents within the Marketing team, including diary management and extensive travel arrangements. Providing administrative and logistical support to the Co-Chairman during his visits to Europe for fundraising activities. Organising fundraising roadshows across a range of European countries, involving US-based Portfolio Managers. Scheduling and coordinating client/prospect meetings and conference calls. Maintaining the CRM database (SalesForce) and… Show more Supporting three Senior Vice Presidents within the Marketing team, including diary management and extensive travel arrangements. Providing administrative and logistical support to the Co-Chairman during his visits to Europe for fundraising activities. Organising fundraising roadshows across a range of European countries, involving US-based Portfolio Managers. Scheduling and coordinating client/prospect meetings and conference calls. Maintaining the CRM database (SalesForce) and using the system for ad-hoc reporting. Administrating expense reports and invoice payments. Coordinating with the Legal team regarding subscription agreements and due diligence requests. Preparing and providing Marketing materials and collateral. Providing additional assistance to the Business Development team – preparing/proof-reading presentations and maintaining daily inflow/outflow fund reports.

    • United Kingdom
    • Software Development
    • 200 - 300 Employee
    • Commercial Team Support
      • Jun 2014 - Jan 2016

      London, United Kingdom Supporting the Sales & Client Relations Function. Drafting and reviewing legal agreements for the Client and Sales Managers. Invoicing 100+ clients on a monthly basis, adhering to a robust process with tight deadlines. Regular reporting for the department in areas such as revenue tracking, product usage and new client go-lives. Using Microsoft Dynamics to manage client information, and providing support and training to the team in this area. Reviewing and streamlining internal… Show more Supporting the Sales & Client Relations Function. Drafting and reviewing legal agreements for the Client and Sales Managers. Invoicing 100+ clients on a monthly basis, adhering to a robust process with tight deadlines. Regular reporting for the department in areas such as revenue tracking, product usage and new client go-lives. Using Microsoft Dynamics to manage client information, and providing support and training to the team in this area. Reviewing and streamlining internal processes with a view to improving efficiency and visibility within the team and across functions. Responding to client queries and acting as the first point of contact to clients, where necessary. Show less

    • United Kingdom
    • Musicians
    • 200 - 300 Employee
    • PA to the Syllabus Director
      • Aug 2011 - Jun 2014

      London, United Kingdom Providing administrative support to the Syllabus Director with a focus on music and syllabus development. This support includes diary management, travel arrangements, drafting correspondence and research assistance. Convening and minuting internal and external meetings related to Syllabus development. Managing and monitoring the Syllabus Department budget. Ensuring that ABRSM meets the regulatory requirements required of it by the regulator, Ofqual, to maintain its status as an… Show more Providing administrative support to the Syllabus Director with a focus on music and syllabus development. This support includes diary management, travel arrangements, drafting correspondence and research assistance. Convening and minuting internal and external meetings related to Syllabus development. Managing and monitoring the Syllabus Department budget. Ensuring that ABRSM meets the regulatory requirements required of it by the regulator, Ofqual, to maintain its status as an accredited awarding organisation. Answering internal and external queries regarding accreditation and qualification equivalency. Providing administrative support to the Syllabus department (9 people).

    • Exams Administrator
      • Mar 2010 - Aug 2011

      Working within a regional team to organise and timetable music exams. Checking and issuing exam results and certificates to applicants. Answering emails and phone calls from ABRSM customers regarding exams, processes, results and complaints.

Education

  • Dartington College of Arts
    Bachelor's Degree, Music with Theatre Practices
    2006 - 2009
  • Truro College
    A Levels - 4 including Music and English Literature
    2003 - 2005
  • Penryn College
    GCSEs - 12 at A/A*
    1998 - 2003

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