Client Service Analyst @ Blue Owl Capital | Jobright.ai
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Blue Owl Capital · 3 days ago

Client Service Analyst

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H1B Sponsorship

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Responsibilities

The Analyst will be responsible for assisting with aspects of institutional client reporting across Blue Owl investment verticals. Assist with producing 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
Assist with organizing meeting prep and attend investor meetings as needed
Assist with preparing all relevant materials for client meetings/calls
Assist with the execution of bespoke client events as needed
Develop a strong understanding of the Blue Owl’s investment 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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

1+ years professional experienceWordPowerPointExcelCommunicationPresentationAnalyticalDetail-orientedOrganizationalTeam playerCollaborationFast-pacedSelf-motivatedAssertiveProactiveIndependentFlexibleFinancial services industryInvestor relationsSalesforce

Required

1+ years of professional experience
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

Preferred

Prior work experience in the financial services industry and/or investor relations
Experience with Salesforce a plus

Company

Blue Owl Capital

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

H1B Sponsorship

Blue Owl Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (5)
2022 (11)
2021 (13)
2020 (8)

Funding

Current Stage
Public Company
Total Funding
$2.65B
2024-04-11Post Ipo Debt· $750M
2022-02-10Post Ipo Debt· $400M
2021-05-20Post Ipo Equity· $1.5B

Leadership Team

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Marc Lipschultz
Co-Founder and Co-President
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Alicia Gregory
Managing Director
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Company data provided by crunchbase
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