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.
We are seeking a highly quantitative and detail-oriented Capital Planning and Forecasting, Vice President. The ideal candidate will be responsible for the development, execution, and delivery of data-driven fundraising reports that support our investment business lines and institutional client base.
Responsibilities:
- Develop and manage both recurring and ad hoc fundraising reports for investment team leaders and Blue Owl senior leadership.
- Collaborate with investment operations and client servicing teams to understand client needs and customize reports accordingly.
- Utilize advanced reporting platforms and analytical tools to extract, analyze, and synthesize data, creating insightful reports that inform quantitative decision-making.
- Generate data-driven reports to evaluate the success of fundraising campaigns and identify statistical trends for strategic planning.
- Work closely with cross-functional teams to develop communication materials and finalize reports on deliverables.
- Engage proactively with internal institutional sales team members to ensure the accuracy and timeliness of record updates and communications.
Qualifications:
- Bachelor’s degree in Finance, Business Administration, Mathematics, Physics, or other quantitative disciplines is required.
- Strong preference for candidates with experience in investment banking or accounting, particularly those holding a CPA.
- Minimum of 7 years of experience in business reporting, analysis, or a related field.
- Proficiency in Microsoft Excel and PowerPoint.
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal abilities.
- Commitment to maintaining high standards of ethics and confidentiality.
It is expected that the base annual salary range for this New York City-based position will be $150,000 - $200,000. 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.
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.
