Client Services Associate

5 days ago

New York, New York, United States Blue Owl Full time
About Blue Owl

Blue Owl is a leading asset manager that is redefining alternatives. With over $192 billion in assets under management, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Our strong permanent capital base enables us to provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

The Role

We are seeking an Associate of Client Service to join our Institutional Business Development team. The successful candidate will provide client support across our Blue Owl investment verticals and work with the broader business development team to coordinate all client service activities with a focus on delivering the ultimate client experience.

Responsibilities
  • 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 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
Qualifications
  • 3+ years of professional experience
  • Prior work experience in the financial services industry and/or investor relations is required
  • Candidates should have 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

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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