Associate, Real Assets – Portfolio Management and Strategy (IB Experience Required
Listed on 2026-08-07
-
Finance & Banking
Financial Analyst, Capital Markets
Location: New York
We are looking for an Associate to join the Real Assets Investments Team, focused on Portfolio Management and Strategy. The position is based in our Manhattan office in New York.
Roles & Responsibilities- Lead analytical work streams and support key strategic initiatives for the closed‑end and open‑ended funds across our net lease, real estate credit and digital infrastructure strategies.
- Serve as a key team member in the execution of strategic corporate M&A and capital markets transactions, including equity capital raises, private placements, and fund‑level debt financings, supporting a range of investment funds and strategies.
- Create complex financial analyses in connection with ongoing business planning, new product launches, potential strategic transactions and capital allocation and financing strategies.
- Support ad‑hoc projects presented to Real Assets C‑Suite, including evaluations of potential investments, capital deployment initiatives, and asset disposition opportunities, as well as conducting industry research, analyzing market trends, and assessing the competitive real‑estate landscape.
- Build and maintain forward‑looking fund‑level models for multiple funds and our non‑traded REITs.
- Assist with fund liquidity, conduct ongoing liquidity analysis, proactively plan for capital needs (including capital calls and debt draws).
- Prepare quantitative and qualitative analyses, and draft board presentation materials for our non‑traded REITs.
- Support Institutional Capital and Private Wealth teams in fundraising initiatives and investor relations by preparing discussion materials and providing quantitative and qualitative analysis for RFP and investor Q&A, among other tasks.
- Monitor trends in the public and private REIT markets and the bond and equity markets to formulate competitive and financial strategies.
- Assist in developing and monitoring key business performance metrics, including return calculations, operating results, and trends.
- Assist with monthly and quarterly valuation processes and coordinate with consultants and participate in valuation committee meetings.
- Interface with asset managers, investment officers, accounting, tax and legal teams, commercial banks, investment banks, rating agencies and consultants, etc.
- 3+ years of Real Estate Investing, Real Estate Fund Management or Investment Banking experience preferred (Real Estate Investment Banking coverage a plus).
- Strong demonstrated experience in M&A, and capital markets execution, financial analysis, and financial modeling with advanced Excel and PowerPoint skills.
- Strong attention to detail with the ability to work in the details but also assess the bigger picture and provide key takeaways and conclusions.
- Demonstrated strong critical thinking and analytical skills with the ability to quickly synthesize information from multiple sources.
- Excellent verbal, written communication, and interpersonal skills.
- Exceptional organizational and time‑management skills, including an open, action‑oriented personality.
- Flexible and able to thrive in an entrepreneurial, fast‑paced, and proactive environment.
- Vision and
Purpose:
Embracing and communicating Blue Owl and its goals while reflecting a dedication to success that inspires and motivates. - Strong work ethic and tolerance to working under tight deadlines; leading by example with a sense of urgency, accountability, and sound decision‑making.
- Business Acumen:
Knowledge of the competitive landscape and current and emerging practice within the industry; public real estate/REITs experience is a plus. - Motivational and Inspirational:
Energetic with a "get‑it‑done" attitude while keeping the team enthusiastic about the business and the goals set ahead. - Ethics and Values:
Adherence to a code of conduct with a moral compass focused on the highest level of integrity and ethics.
Undergraduate degree in related fields (Finance, Accounting, Business or Economics preferred) with a strong academic record.
Salary and CompensationBase annual salary range for this New York City‑based position: $150,000 to $175,000. Actual salaries may vary based on skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on individual and team performance.
Equal Opportunity Employer StatementBlue 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.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).