Senior Associate, Real Assets – Portfolio Management and Strategy (IB Experience Required)
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
- Aid 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
- Aid in developing and monitoring key business performance metrics, including return calculations, operating results, and trends
- Aid 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 “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
Education
- Undergraduate degree in related fields (Finance, Accounting, Business or Economics preferred) with strong academic record
Pay
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.
Benefits
Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Company
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. 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 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.