Blue Owl Capital
Private Wealth, Sales Reporting & Business Analyst - Associate
New York City, NY, USA · Senior
Sponsorship not specified$110k-$130kDetected 68 days ago
SQLSnowflakeData AnalysisData VisualizationSalesforceCRMExcelLeadershipProblem SolvingOrganizational SkillsMicrosoft Office
About the role
- The role requires advanced analytical skills, strong attention to detail, and the ability to reconcile large amounts of raw data across multiple systems.
- This position provides a unique opportunity to gain exposure to senior leadership and provide strategic analysis at a rapidly growing firm.
Responsibilities
- Develop, maintain, and enhance existing sales reports and dashboards to support business strategy and decision making
- Perform ad hoc analysis and effectively communicate trends and insights that inform business decisions to key stakeholders
- Establish consistent and repeatable processes, gather business requirements, create documentation, and help build tools to automate repetitive tasks across the Private Wealth organization
- Collaborate closely with cross-functional teams to ensure consistency of reporting and drive a culture of self-service and actionable analytics.
- Blue Owl is seeking an Associate to join the Private Wealth Distribution Strategy and Analytics team to focus on sales analytics, reporting, and data operations in direct support to leaders across the Global Private Wealth business.
Requirements
- Bachelor's degree or equivalent required in Finance, Information Technology, Management Information Systems, Business Administration, Economics, Mathematics, or a related discipline.
- 2-4 years of experience in a business intelligence, data analytics, or similar, role within a high growth environment
- Proficiency in SQL
- demonstrated ability to extract meaningful insight from raw data
- Strong analytical mindset, problem-solving skills, and attention to detail
- ability to create actionable and compelling data visualizations
- Exceptional interpersonal and organizational skills
- ability to manage multiple projects, prioritize tasks, meet deadlines, and communicate effectively with non-technical stakeholders
Nice to have
- Asset management or financial services experience preferred
- Experience with Tableau or similar BI tool
- CRM Analytics (CRMA) experience is a plus
- Experience with Salesforce or other CRM systems preferred
- Highly proficient in Microsoft Word, Excel, and PowerPoint
- VBA experience is a plus.
Compensation
- The base annual salary range for this New York-based position will be $110,000 to $130,000.
Benefits
- Together with over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.
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This listing is sourced directly from Blue Owl Capital's careers page and normalized into a canonical job model.