Associate, Investor Operations - Short Hills, NJ

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

With over $307 billion in assets under management as of December 31, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. 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 approximately 1,365 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:

• Investor and distribution syndicate onboarding (Institutional / Retail investors along with Wirehouse Relationships)

• Operational components of product launches;

• Capital raise reporting;

• Capital activity and communications, e.g. capital calls, dividend payments, tenders;

• Shadow tracking and calculations of all investor and capital activities;

• Investor performance reporting;

• Tracking of all broker dealer economics/commissions;

• Ad-hoc questions from internal sales team and investors;

• Oversight of related service providers.

• Providing white glove service to investor and advisors through shared mailbox and dedicated phone line

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.

Qualifications:

• 2-5 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.

• Advanced Microsoft Excel skills

• Strong Organizational skills a must, with the ability to meet deadlines in a fast-paced environment.

• 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.

It is expected that the base annual salary range for this New Jersey based position will be $90,000 - $115,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.