Client Services Associate
1 day ago
Blue Owl is a leading asset manager that is redefining alternatives. With a strong permanent capital base, we 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 RoleThe Institutional Business Development team is seeking an Associate of Client Service to support our client base with an exceptional and bespoke client service experience. The successful candidate will be client-focused and committed to developing creative solutions.
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
- Prepare all relevant materials for client meetings/calls
- 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
- Excellent communication skills, effective presentation abilities, and 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
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