This role is in office Monday to Thursday.
The RoleBlue Owl is seeking an Analyst to join the Institutional Capital team, supporting the Real Assets platform. This role will focus on the development of marketing and due diligence materials, as well as supporting ongoing investor relations efforts across Real Assets funds and separately managed accounts. The position offers exposure to a broad set of strategies and close collaboration with investment, product, and client teams.
Responsibilities- Develop and maintain marketing and due diligence materials, including pitchbooks, investor presentations, fact sheets, and due diligence questionnaires (DDQs)
- Support the preparation of responses to RFPs, DDQs, consultant databases, and other investor-related requests, including track record and portfolio analyses
- Assist in the production of quarterly investor reporting, including portfolio reports and investor letters, and support preparation of materials for the annual investor meeting, in partnership with investment, finance, and accounting teams
- Coordinate logistics and materials for investor meetings, roadshows, the annual investor meeting, and industry conferences
- Serve as a point of support for ongoing investor inquiries across Real Assets strategies
- Partner cross-functionally with investment teams and internal groups (performance, legal, tax, operations, finance, and accounting) to gather and synthesize information
- Take ownership of coordinating across internal stakeholders to source, validate, and synthesize information, driving projects and deliverables through to completion
- Track and maintain competitive intelligence, including both quantitative metrics and qualitative positioning
- Support the organization and maintenance of due diligence materials and reporting repositories
- Contribute to ad hoc projects and broader team initiatives as needed
Qualifications- 1-4 years of relevant experience within an asset manager, alternative investment firm, investment bank, or placement agent
- Ability to work in Chicago, IL office
- Exposure to or interest in real assets (e.g., infrastructure, real estate, or related sectors) preferred
- Familiarity with the alternatives industry, including investment concepts, portfolio management, and/or investor relations processes
- Strong written and verbal communication skills, with the ability to distill complex information into clear, well-structured materials
- Exceptional attention to detail and commitment to accuracy, organization, and quality of output
- Advanced proficiency in Excel and PowerPoint
- Strong coachability and openness to constructive feedback
- Demonstrated ability to drive operational efficiency and process optimization through effective use of AI-enabled tools
The base annual salary range for this Illinois-based position will be $85,000 to $100,000. Actual salary offered will be based on the candidate's skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Benefits for this role include Health, Dental and Vision insurance, 401(k), Healthcare and Dependent Care Flexible Spending Account, Short Term Disability insurance, Long Term Disability Insurance, Family Planning Support, Paid Time Off, and Leave of Absences. All such benefits are subject to the terms/conditions of the Company's benefits plans and policies.
