Senior Associate, Investor Operations - Data Analytics & Reporting

Posted 5 Days Ago
Be an Early Applicant
Short Hills, NJ
Mid level
Fintech • Payments • Financial Services
The Role
The Senior Associate role entails overseeing investor operations, managing capital activities, and liaising with various stakeholders. Responsibilities include enhancing team efficiency, reporting, and managing equity compensation platforms while ensuring compliance and accuracy in processes.
Summary Generated by Built In

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 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 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

Position Overview

The Blue Owl Investor Operations team oversees Blue Owl Capital Inc and the related Operating Group; which includes, but is not limited to, (i) operational components of the private operating group, including liquidity options; (ii) operational components of the public company; (iii) capital activity and communications, e.g. distributions, lock-up expirations, vestings, etc.; (iv) equity issuance through the Morgan Stanely Shareworks platform; (v) ad-hoc questions from investors and employees, and (vi) oversight of related service providers.

Responsibilities:

  • Be a subject matter expert on Blue Owl’s operational nuances and capital events, inclusive of the exchange process, donor advised funds process, distribution process, and share issuance process
  • Oversee the transfer agent (Computershare) and the equity compensation platform (Morgan Stanley Shareworks), to ensure consistency in units, and ability to leverage both systems to their fullest extent
  • Prepare, review and manage capital activities related to Blue Owl’s management company
  • Manage share/stock reconciliation and proxy voting process for Blue Owl’s Management Company
  • Given the structure of the Management Company, liaise with the tax team to ensure all required reporting is provided timely and accurately
  • Spearhead initiatives to enhance the functionality & efficiency of the team, including developing & optimizing key internal reports for scalability
  • Build standardized process for managing account maintenance items
  • Identify and execute on long-term technology solution for capital reporting at the Management Company
  • Prepare/Review of internal reporting to CFO and CAO on key considerations related to the Management Company’s structure
  • Identify trends on certain inquiries and triage solutions with key stakeholders
  • Oversee and leverage existing service providers
  • Effectively work within a team environment that wears multiple hats and supports many other teams, both internally & externally
  • Liaise with investors and internal
  • Liaise with external and internal auditors
  • Assist with special projects and internal ad hoc requests as needed

Qualifications:

  • Bachelor degree required, 4-7 years of experience
  • Advanced Microsoft Excel Skills
  • Ability to work withand manage large data sets
  • Proficient in Microsoft Office (Focus on MS Excel & PowerPoint)
  • Effective communicator
  • Strong Organizational skills
  • Ability to multitask with extreme attention to detail
  • Experience managing offshore resources
  • Familiarity working with a Publicly-Traded entity (DTC, CEDE & Co., etc.)
  • Experience working with Transfers Agents & Fund Administrators in the Alternatives space (Computershare, Morgan Stanley Shareworks, etc.)

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. 

Top Skills

Excel
The Company
New York, NY
1,162 Employees
On-site Workplace
Year Founded: 2021

What We Do

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

With $235 billion in assets under management as of September 30, 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 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 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

Social Media Disclaimers
https://www.blueowl.com/social-media-disclaimers

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