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Senior Associate, Private Wealth

Salary

$1.25k - $1.65k

Min Experience

3 years

Location

New York, NY

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

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

With over $284 billion in assets under management as of June 30, 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 1,300 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com

Job Title: Senior Associate, Private Wealth

Location: 399 Park Ave Floor 37, New York, NY 10022

Job Duties: Assisting with fundraising efforts and ongoing client service through facilitating the investment and operational due diligence processes for each of Blue Owl's managed products. Developing marketing and materials such as pitchbooks, conference materials, due diligence questionnaires ("DDQs"), data-centric portfolio analysis, and others. Becoming familiar with and able to communicate details around fund products and strategies including portfolio and investment level information. Understanding Operational functions across the firm, including internal processes and policies across functions and geographies. Coordinating with internal stakeholders to execute inbound investment and operational-related client deliverables in a timely fashion. Assisting with strategic initiatives to support and grow Blue Owl’s private wealth business, including preparing quarterly fund earnings presentations, aiding in new product development, and liaising with corporate development, investor relations, and investment teams on various ad-hoc projects. Preparing ad hoc competitive, market and other analyses that underscore the firm's value proposition to current and prospective investors. Maintaining library of standard RFP responses through automated online repository.

Salary: $125,000 to $165,000 / year

Work Schedule: 9am to 5pm, 40 hours a week. (Monday – Friday)

Job Requirements: Bachelor's degree (U.S. or foreign equivalent) in Economics, Finance, Mathematics or a related field and three (3) years of experience in the job offered or in analyst or associate positions within the financial services industry. Must have two (2) years of experience with: Communicating details around fund products and strategies including portfolio and investment level information to internal and external counterparties; Developing marketing and materials such as pitchbooks, conference materials, due diligence questionnaires; and assisting with fundraising and ongoing client service by facilitating the investment and operational due diligence processes.

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.

About the company

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $284 billion in assets under management as of June 30, 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 1,300 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

Skills

economics
finance
mathematics