About the job
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.
