Client Reporting, IBD, Associate

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by astrong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companiesdifferentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.Together with over 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit role is in person Monday to Thursday.The Role:Blue Owl is seeking an Associate to join the Institutional Business Development team and support client reporting efforts. The primary responsibility of this role is to develop and maintain reporting for fund commitments and SMAs for both existing and prospective clients. This position supports the firm's expanding institutional client base and offers a unique opportunity to gain exposure to various aspects of Blue Owl's business. The ideal candidate is collaborative, detail-oriented, and thrives in a fast-paced environment.Responsibilities:Manage client reporting obligations and requirements for institutional clients' fund commitments and SMAs across all Blue Owl platformsReview, standardize, automate, and maintain client reporting templates and recurring requestsUnderstand the data sets and sources across the firm by working closely with accounting, investment team, information technology, and business development, to ensure accurate holdings and performance reportingWork in partnership with the investment team and the Business Development team on designing all reporting, determining data needs, and developing insights and messages from the dataRespond directly to clients regarding ad hoc requests for detailed analyses beyond standardized reporting packagesAssist with the creation of an automated process to utilize our current data warehouse (IVP) to generate a standardized track record of portfolio investments with corresponding performance information while ensuring data integrity and consistency. This will include:Organizing the firm's portfolio exposure and performance data to capture key statistics on all funds and investmentsEnsuring key metrics are accurately represented prior to finalization and distribution of the track record on a quarterly basisGaining proficiency in various systems to understand how portfolio data is captured and sourced within our current data warehouseBuild upon existing models and the IVP data warehouse with added tools, including reporting interfaces and dashboard designsQualifications:2-5 years of experience in financial services required (leveraged finance, private equity, real estate, alternative asset management, investment banking, capital markets, andor consulting experience strongly preferred)B.S. in FinanceAccounting or Computer Science, Information Technology, or business-related field (or equivalent work experience). Master's degree in related field considered a plusAdvanced proficiency in Microsoft Excel, PowerPoint and Word requiredProficiency in python is preferredExceptional work ethic, positive attitude and collaborative team-oriented dispositionStrong verbal and written communication skills with the ability to grasp and distill complex conceptsSelf-driven individual who thrives in a fast-paced environment where multi-tasking is requiredExcellent attention to detail with high standard for precisionResourceful, solutions-oriented problem-solverHigh degree of discretion with the ability to handle proprietary andor sensitive information regularly and with integrityIt is expected that the base annual salary range for this New York City-based position will be $110,000 to $130,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.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.

Created: 2025-02-15