Blue Owl Capital
Principal, Investor Operations
Short Hills, NJ · Principal
Sponsorship not specifiedDetected 2 hours ago
AccountingExcelProcess ImprovementVendor ManagementLeadershipCommunicationOrganizational SkillsMicrosoft Office
About the role
- Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
- With over $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital.
- 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.
Responsibilities
- Manage and communicate capital events, including capital calls, distributions, dividends, and tender offers
- Maintain shadow books of investor activity and reconcile against transfer agent records
- Lead onboarding of new dealers and custodians, including NSCC Trading Level Matrix setup (Levels 0, 3, 4) and selling agreement validation
- Build and maintain relationships with custodians, transfer agents, broker-dealers, and third-party vendors
- Partner with internal sales teams and respond to investor and advisor inquiries
- Support capital raise and investor performance reporting
- Track and validate broker-dealer economics and commissions
- Analyze trends in investor inquiries and implement process improvements
- Lead initiatives to enhance operational efficiency, scalability, and investor experience
- Support development and implementation of technology platforms and reporting tools
Requirements
- 8-12 years of experience in financial services, preferably within alternatives or asset management
- Bachelor's degree required
- Experience supporting both registered and private funds
- Experience & Technical Expertise
- Strong knowledge of middle- and back-office functions, including trade lifecycle, settlement, reconciliation, and reporting
- Hands-on experience with NSCC Fund/SERV trading, repurchase processing, and daily operations
- Experience working with fund administrators and transfer agents (e.g., DST, SEI, State Street, DTCC/NSCC).
- Familiarity with major custodians and clearing firms (e.g., Schwab, Fidelity/NFS, Pershing, RBC)
- Ability to handle sensitive and confidential information with discretion
- Advanced proficiency in Microsoft Excel and PowerPoint
Nice to have
- Familiarity with platforms such as Anduin, iCapital, and CAIS is a plus
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This listing is sourced directly from Blue Owl Capital's careers page and normalized into a canonical job model.