Principal, Investor Operations

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

Position Overview

The Principal, Investor Operations, will play a key leadership role in overseeing investor onboarding, capital activity, and operational support across fund offerings. This role partners closely with internal teams, distribution channels, and external service providers to ensure seamless execution, accurate reporting, and best-in-class investor experience.

Key Responsibilities

Investor Operations & Capital Activity

• Oversee investor onboarding across institutional and retail channels, including broker-dealers and wirehouses
• Manage and communicate capital events, including capital calls, distributions, dividends, and tender offers
• Review capital activity (e.g., capital calls, distributions, PCAPs) in partnership with fund accounting
• Maintain shadow books of investor activity and reconcile against transfer agent records
  
  

Trade & Platform Oversight

• Monitor NSCC Fund/SERV activity, including trade submission, confirmation, reconciliation, and settlement validation
• Lead onboarding of new dealers and custodians, including NSCC Trading Level Matrix setup (Levels 0, 3, 4) and selling agreement validation
  
  

Stakeholder & Vendor Management

• Serve as primary liaison with fund administrators; oversee deliverables and escalate issues as needed
• Build and maintain relationships with custodians, transfer agents, broker-dealers, and third-party vendors
• Partner with internal sales teams and respond to investor and advisor inquiries
  
  

Reporting & Analytics

• Support capital raise and investor performance reporting
• Track and validate broker-dealer economics and commissions
• Review fund documentation (PPMs, LPAs, prospectuses) to extract operational requirements
• Analyze trends in investor inquiries and implement process improvements
  
  

Process Improvement & Projects

• Lead initiatives to enhance operational efficiency, scalability, and investor experience
• Support development and implementation of technology platforms and reporting tools
• Ensure processes are well-documented and consistently executed
  
  

Team Leadership

• Manage, mentor, and develop analysts and associates
• Oversee day-to-day team activities and ensure adherence to controls and deadlines
• Act as escalation point for complex operational issues
  
  

Qualifications

• 8–12 years of experience in financial services, preferably within alternatives or asset management
• Bachelor’s degree required
• Experience supporting both registered and private funds
  
  

Experience & Technical Expertise

• Strong knowledge of middle- and back-office functions, including trade lifecycle, settlement, reconciliation, and reporting
• Hands-on experience with NSCC Fund/SERV trading, repurchase processing, and daily operations
• Experience working with fund administrators and transfer agents (e.g., DST, SEI, State Street, DTCC/NSCC).
• Familiarity with major custodians and clearing firms (e.g., Schwab, Fidelity/NFS, Pershing, RBC)
• Familiarity with platforms such as Anduin, iCapital, and CAIS is a plus
  
  

Skills & Competencies

• Leverage AI as a tool to drive efficiency
• Strong organizational skills with the ability to manage multiple priorities
• High attention to detail and commitment to accuracy
• Excellent written and verbal communication skills
• Self-motivated with a proactive, ownership mindset
• Ability to handle sensitive and confidential information with discretion
• Advanced proficiency in Microsoft Excel and PowerPoint
• Reliable, accountable, and deadline-driven
  
  

The base annual salary range for this New Jersey-based position will be $185,000 . 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.

Blue 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.

Blue 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.