Client Services, Associate
1 week ago
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
Providing best in class client service is a hallmark of Blue Owl. The Institutional Business Development team is adding an Associate of Client Service to allow the firm to continue to support our client base with an exceptional and bespoke client service experience. The Institutional Client Service Associate will provide client support across the Blue Owl investment verticals and will work with the broader business development team to coordinate all client service activities with a focus on delivering the ultimate client experience. This position is critical to creating positive client experiences. A successful candidate will be client-focused and committed to developing creative solutions.
This role is in office Monday through Thursday.
Job Responsibilities
- The Associate will be responsible for all aspects of institutional client reporting across Blue Owl investment verticals. Produce quarterly portfolio reports for investors in commingled funds and separately managed accounts, working with internal teams to collate relevant data
- Coordinate responses for institutional investor inquiries
- Coordinate client meetings and agendas
- Track meeting notes and execute on an associated follow ups
- Draft and prepare briefing memos for client meetings
- Responsible for preparing all relevant materials for client meetings/calls
- Ability to articulate Blue Owl's products, funds and strategies in great detail
- Assist with the execution of LPAC meetings for the Institutional Business Development team
- Take on ad hoc projects and support the client service team as needed
- 3+ years of professional experience
- Prior work experience in the financial services industry and/or investor relations is required
- Candidates should have a excellent communication skills, effective presentation abilities, and possess strong analytical skills
- Detail-oriented
- Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
- Team player with the ability to collaborate across the firm
- Ability to excel in a fast-paced, changing environment
- Self-motivated, assertive, proactive, independent and flexible
- Highly proficient in Word, PowerPoint and Excel
- Experience with Salesforce a plus
It is expected that the base annual salary range for this New York City-based position will be $125,000 to $140,000. 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.
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