Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by 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.

Together with over 1,200 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 / Retail investors along with Wirehouse Relationships)
(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;
(ix) oversight of related service providers.
(x) providing white glove service to investor and advisors through shared mailbox and dedicated phone line

Responsibilities:

• Ownership of the client experience, which includes oversight of the outbound-facing IR & servicing email mailboxes and service phone line.
• Actively respond to inbound client inquiries, seeing resolution of issues/escalation items to completion
• Compose and disseminate clear and timely communication of capital events to key distribution partners and financial advisors. This includes developing talking points to be shared amongst key internal stakeholders related to material events.
• Coordinate with IR and Sales teams to develop reference materials to better service investors.
• Maintain a knowledge database tool whereby client facing teams can rely on the information housed within the tool to provide accurate guidance.
• Identify patterns in client inquiries to develop proactive solutions that address common concerns and improve operational efficiency. This includes creation and management of a quantifiable dashboard that measures client
• touchpoints across various mediums, identifying ways technology can improve the client experience, etc.
• Manage relationships with fund administrator, including participating in weekly calls, escalating investor issues, and managing AML/KYC/FATCA/W8 refreshes
• Handle potentially sensitive and highly confidential communications for investors
• Reviewing all fund administrator deliverables, such as capital call notices, distributions and PCAPs in coordination with the fund accounting teams.
• Collaborate effectively within a dynamic team environment that supports multiple internal departments and external stakeholders, adapting to various roles and responsibilities as needed.
• Supervise and mentor shared resource Vice Presidents, Associates & Analysts to deliver tasks & projects efficiently.

Qualifications:

• 8-12 years of experience in the financial services industry, with a strong understanding of industry standards and practices.
• Effective and strong communicator, both verbal and written.
• Accountable and reliable.
• Self-motivated and proactive individual with the ability to work independently and take initiative on projects with minimal supervision.
• Ability to manage multiple tasks and responsibilities while maintaining a high level of accuracy and attention to detail, ensuring all deliverables meet quality standards and deadlines.
• Bachelor’s degree required.
• Proficient in Microsoft Office (Advanced in MS Excel & PowerPoint).
• Strong Organizational skills a must, with the ability to meet deadlines in a fast-paced environment.
• Familiarity with Anduin, Loopio, iCapital & CAIS platforms a plus.
• Registered & Private Fund experience required.
• Understanding of asset management middle/back-office functions, including but not limited to trade settlement, reconciliation, and reporting.
• Experience working with Fund Administrators and Technology Providers in the Alternatives space (DST Systems, DTCC, NSCC SEI, State Street, etc.)