Private Wealth, Portfolio Strategist, Credit Senior Associate

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

With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. 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 1,100 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 Friday.

The Role

Within our Global Private Wealth business, we are seeking a dynamic and highly commercial portfolio strategist to join the Global Portfolio Solutions & Strategy (GPSS) team, based in New York, to drive the growth of our private offerings with many of the largest private banks and wealth management firms in US, EMEA and APAC. The primary focus will be on Blue Owl’s Credit platform, including the firm’s diversified, technology, and opportunistic direct lending strategies. The successful candidate will serve as a commercial partner to the global private wealth sales team and will facilitate connectivity between client engagements, investment teams, and marketing. The portfolio strategist will be a client-facing technical expert in direct lending, demonstrating an ability to understand and effectively communicate detailed investment content to various due diligence and research teams, financial advisors, and end-clients.

Responsibilities

• Product Expertise: Develop a deep understanding of our credit products, their features, functionalities, and benefits. Stay up-to-date with industry trends, market changes, and key positioning/deal themes at the portfolio level.
• Support fundraising channels by disseminating timely information and data regarding our offerings, presenting relevant fund updates and insights, and answering questions pertaining to broader market dynamics
• Monitor competitive landscape by continuous analysis of our competitors and draft competitive positioning points for sales team
• Support team of client-facing subject matter expert (SME) to expand fund adoption
• Partner with Private Wealth Marketing team to develop and execute region-specific sales and educational content, including market commentary, product positioning, competitive landscape, and case studies.
• Partner with product development on the evaluation of new investment strategies, sizing new market opportunities, and identifying enhancements to our product offering
• Investment and markets acumen, ideally with a depth of experience in fixed income
• Demonstrated ability to write effectively and strong communication and presentation skills
• Proven track record in working with cross-functional teams, e.g., partnering with sales, marketing, investments, product strategy, and compliance at all levels
• Results driven with a high level of attention to detail and commitment to excellence
• Willingness to work in a team environment, across multiple geographies
• Self-motivated with a high level of integrity and ethics
• Strong organizational skills: ability to multi-task, prioritize and collaborate across geographically disperse teams in a fast-paced environment
• Energetic communicator with the ability to create excitement and sense of urgency to act
  
  

Qualifications

• 4 years professional experience in asset management (private markets preferred)
• BA/BS degree required with strong quantitative skills; CFA/CAIA/MBA a plus
• Familiarity with markets, securities, investment strategies and the relevant regulatory framework
• This position is based in New York
• Securities licenses required: Series 7, 63 and SIE
• Expect travel 1-2 weeks of travel per month
  
  

It is expected that the base annual salary range for this New York City-based position will be $125,000 to $155,000. 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.