Blue Owl Capital · 15 hours ago
Associate, Investor Operations, Investor Services
Short Hills, NJ
Full-time
Onsite
Mid Level
3+ years expBlue Owl Capital is a leading asset manager redefining alternatives with over $295 billion in assets under management. The Associate in Investor Operations will manage investor onboarding, capital raise reporting, and provide exceptional service to investors and advisors while collaborating with internal teams and external stakeholders.
BankingConsumer LendingFinanceFinancial ServicesLending
Responsibilities
Be an enthusiastic and contributing teammate to the Investor Servicing team tasked with managing a high volume of investor, financial advisor and internal requests, through a shared mailbox and dedicated 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, including 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
Manage relationships with fund administrator, including participating in weekly calls, escalating investor issues, and assisting with 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
Qualification
Required
3-5 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
Self-motivated and proactive individual with the ability to work independently and within a team environment and take initiative on projects with minimal supervision. Accountable and reliable, with the desire to learn
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 Outlook, Excel & PowerPoint)
Strong Organizational skills a must, with the ability to meet deadlines in a fast-paced environment
Preferred
Familiarity with Loopio & iCapital platforms a plus
Registered & Private Fund experience a plus
Experience working with Transfer Agents, Fund Administrators and Technology Providers in the Alternatives space (DST Systems, DTCC, NSCC SEI, State Street, etc.) a plus
Company
Blue Owl Capital
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$3.65BKey Investors
Societe Generale
2025-07-01Post Ipo Debt· $147.77M
2024-12-13Post Ipo Debt· $600M
2024-05-30Post Ipo Debt· $250M
Leadership Team
Marc Lipschultz
Co-CEO
Alan Kirshenbaum
Chief Financial Officer
Recent News
2026-02-04
2026-02-04
Company data provided by crunchbase