Institutional Capital, Performance and Analytics, Global Client Operations - Associate

Reposted 2 Days Ago
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New York, NY, USA
In-Office
105K-307K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The role involves reporting, data automation, performance analysis, and collaboration with various teams in asset management to enhance data integrity and reporting processes.
Summary Generated by Built In

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

This role is in office Monday to Thursday.

The Role

Blue Owl is seeking a detail-oriented Associate to perform reporting and data automation initiatives for our investment portfolios. This role will focus on streamlining reporting processes, ensuring data integrity, and delivering actionable insights to support investment, business development, and marketing efforts. The ideal candidate combines strong analytical skills with experience in data management and reporting automation.

Responsibilities

  • Manage product analysis, database maintenance, and automate standardized reporting for the Product Marketing & Diligence team

  • Oversee performance calculations, portfolio exposure/attribution analysis, and client reporting

  • Lead automation initiatives using the IVP data warehouse to generate standardized portfolio track records and ensure data integrity

  • Organize and validate portfolio exposure and performance data for quarterly reporting

  • Enhance reporting tools, dashboards, and models leveraging IVP and other systems

  • Collaborate with investment, business development, accounting, and IT teams to align data needs and reporting design

  • Maintain and improve the fund performance database, incorporating attribution methodologies

  • Develop key metrics and reporting measures (e.g., exposure %, P&L, ROA, ROE, risk, correlation).

  • Standardize and automate client reporting templates and recurring requests

  • Create internal templates to analyze performance drivers across sectors, asset types, and sponsors.

  • Support marketing updates and respond to ad hoc analysis requests

Qualifications

  • Bachelor’s in Finance, Computer Science, IT, or related field

  • 3-5 years in asset management operations or performance analysis

  • Proficiency with Python

  • Excellent communication and relationship-building skills

  • Detail-oriented, able to multitask and manage changing priorities

  • Self-starter with entrepreneurial mindset and team-oriented approach

The base annual salary range for this New York-based position will be $105,000 to $150,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. 

Benefits for this role include Health, Dental and Vision insurance, 401(k), Healthcare and Dependent Care Flexible Spending Account, Short Term Disability insurance, Long Term Disability Insurance, Family Planning Support, Paid Time Off, and Leave of Absences. All such benefits are subject to the terms/conditions of the Company’s benefits plans and policies.

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

Python
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The Company
New York, NY
1,162 Employees
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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