Blue Owl

Senior Associate, Real Assets – Portfolio Management and Strategy (IB Experience Required)

Blue Owl$175K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Real Estate Investing, Fund Management or Investment Banking, preferably with focus on Real Estate Investment Banking
  • Strong experienced in M&A, capital markets execution, and financial modeling
  • High attention to detail and ability to synthesize complex information
  • Excellent verbal, written communication and interpersonal skills
  • Exceptional organization and time-management abilities
  • Flexible, thriving in an entrepreneurial environment

Responsibilities

  • Lead analytical workstreams for portfolio management across various strategies
  • Execute strategic M&A and capital market transactions such as equity raises and debt financings
  • Conduct complex financial analyses for business planning and capital allocation
  • Support ad hoc projects for senior management including investment evaluations and market trend analysis
  • Develop and maintain fund-level models and conduct liquidity analysis
  • Prepare analyses and presentations for investor communications and Board meetings
  • Monitor trends in REIT and capital markets to guide financial strategies

Benefits

  • Collaborative work environment with a dynamic and entrepreneurial culture
  • Opportunity to work on high-impact transactions and strategic initiatives
  • Involvement with senior management and direct contributions to corporate strategy
  • Access to a wide network of financial and institutional partners
  • Possibility for career growth in a leading asset management firm
Full Job Description
Blue Owl Real Assets platform has over $85 billion in assets under management as of March 31, 2026, across three strategies: Net Lease, Real Estate Credit and Digital Infrastructure. We are looking for a Senior Associate to join the Real Assets Investments Team, focused on Portfolio Management and Strategy. Our team is responsible for the Portfolio Management and Strategy of all closed-end and open-ended funds within our Net Lease, Real Estate Finance Credit and Digital Infrastructure strategies, including ORENT and ODIT, our flagship non-traded REITs. In addition to day-to-day portfolio management responsibilities, our team also leads the execution of strategic transactions, including take-private acquisitions, strategic sale of asset portfolios, and capital markets transactions including equity, private placements credit facilities and FX hedging. Our team is also actively involved in communications with rating agencies, institutional investors, investment bankers and lender relationships. The qualified Senior Associate will be working with a highly collaborative team that is dynamic, entrepreneurial, and hard-working. This is an opportunity to join our team in New York, in our Manhattan office.
Title: Senior Associate
Roles & Responsibilities
  • Lead analytical workstreams 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 on-going 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

  • 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 valuations 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.

Skills & Experience
  • 5+ years of Real Estate Investing, Real Estate Fund Management or Investment Banking 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 7the bigger picture8 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.

Core Competencies
  • 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: Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, and sound decision-making to achieve goals.

  • 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 7get-it done8 attitude while keeping the team enthusiastic about the business and the goals set ahead. Encouraging and inspiring colleagues to stretch beyond what they thought they could accomplish.

  • Ethics and Values: Adhere to a code of conduct with a moral compass focused on the highest level of integrity and ethics

Education
  • Undergraduate degree in related fields (Finance, Accounting, Business or Economics preferred) with strong academic record

It is expected that the base annual salary range for this New York City-based position will be $175,000 to $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.

About Blue Owl

Blue Owl is an insurance company that uses data and technology to provide personalized insurance products to its customers. The company offers auto, home, and renters insurance, and uses artificial intelligence to determine the best coverage options for each customer. Blue Owl was founded in 2020 and is headquartered in San Francisco, California.
Learn more about Blue Owl
Size
1,000 employees
Industry
Founded
2020
5 Year Trend
+50%
Revenue
$50 million
NASDAQ

Similar Jobs

More Jobs at Blue Owl

More Finance & Insurance Jobs

Find similar Senior Associate, Real Assets – Portfolio Management and Strategy (IB Experience Required) jobs: