Position SummaryBlue Owl is seeking an Associate to join its SEC & Financial Reporting Team. This role will be based in Short Hills, NJ and reports to the head of SEC and Financial Reporting.
Responsibilities- Assist in the preparation of the Company's external financial reporting process, including quarterly and annual reporting (Form 10-Q/K, Form 8-K, proxy statement, and other SEC filings as required), ensuring the highest degree of quality with timely deliverables
- Assist in the preparation of quarterly earnings and management reporting materials, including Audit Committee and Board meeting materials
- Assist in the preparation of firmwide AUM and fundraise data
- Assist in the preparation of disclosure checklists, disclosure committee materials and statutory financial statements using both U.S. and international reporting standards
- Coordinate amongst various groups to facilitate an efficient close and reporting process
- Work closely and develop strong working relationships within the team, finance/accounting group and other internal departments, including product fund accounting, platform, legal and compliance, corporate development, investor operations, marketing and investor relations teams
- Provide guidance, training and feedback, including review of key deliverables, to our offshore team to support skill development and consistent delivery
- Proactive effort to help identify gaps in current reporting process and participate in the implementation of new controls and strategic solutions, improving processes, resolving inefficiencies and documenting tasks
- Ensure compliance with Sarbanes-Oxley requirements and maintain policies and procedures
- Monitor and interpret changes in accounting standards and regulations
- Assist with quarterly review / annual audit requests
- Maintain procedures documentation
- Support cross functional projects
Qualifications:- Bachelor's or Master's degree in Accounting, Finance, Business Analytics, Data Science or other related fields
- 2-5 years of relevant professional experience
- CPA preferred
- Big four or financial services industry / alternative asset manager experience preferred
- Understanding of U.S. GAAP and SEC rules
- Advanced excel skills, programming language / database experience a plus
- Strong analytical and problem-solving skills
- Highest level of ethics and integrity
- Demonstrated drive for results and ability to prioritize risks and projects to focus on what's important in a fast-paced, entrepreneurial environment
- Excellent planning and organization skills; meticulous attention to detail is a must
- Strong work ethic and willingness to roll up sleeves to get things done
- Excellent interpersonal skills, including oral and written communication
- Work Independently and in a team environment with an intellectual curiosity to learn more
- XBRL experience a plus
- Experience working with Workiva a plus
- Experience working with Oracle or other general ledger systems, including processing journal entries, a plus
- Advanced MS PowerPoint skills a plus
- Experience using modern AI tools a plus, such as prompt-based assistants and workflow automation, to streamline processes and enhance output quality
It is expected that the base annual salary range for this New Jersey based position will be $105,000 - $115,000. 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.
