Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.
With over $174 billion in assets under management as of March 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional and individual investors differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 725 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.
Position Overview
The Investor Operations team oversees (i) investor and distribution syndicate onboarding (institutional and retail investors), (ii) operational components of product launches, (iii) capital raise reporting, (iv) capital activity and communications, e.g. capital calls, dividend payments, tenders, (v) shadow tracking and calculations of all investor and capital activities, (vi) investor performance reporting, (vii) tracking of all broker dealer economics/commissions, (viii) ad-hoc questions from internal sales team and investors, and (ix) oversight of related service providers.
Responsibilities
Act as a resource to manage to completion inbound inquiries from investors, financial advisors, and other key partners, including the Blue Owl Sales Team
Liaise with other Blue Owl business units and transfer agents relating to client inquiries, problem resolution and reconciliations.
Assist Financial Advisors with problem resolution of account opening, maintenances and other inquiries related to client onboarding and client retention (deadlines, platform questions, redemptions, capital calls, distributions)
Review Investor Subscription Documents to identify any issues and work with Blue Owl Sales Team and External parties to resolve
Assist in the communication of capital events to key distribution relationships and financial advisors
Perform reconciliations between internally managed investor information and the transfer agents
Effectively work within a team environment that wears multiple hats and supports many other teams, both internally & externally
Field inquiries from Financial Advisors, Investors & internal sales teams on Blue Owl investment offerings.
Develop strong understanding of distribution partners’ operational platforms and processes and become resident Blue Owl expert for Advisor and Blue Owl inquiries.
Identify and document operational procedures for ongoing fund maintenance on various platforms.
Qualifications
Bachelor degree required, 4-6 years of experience
Accountable and reliable
Self-starter
Proficient in Microsoft Office (Focus on MS Excel & PowerPoint)
Effective communicator
Strong Organizational skills
Ability to multitask with extreme attention to detail
Basis understanding of asset management middle/back office functions
Experience working with DST Systems / iCapital / State Street
Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
General Business, Management, and Business Development
Industries
Financial Services
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