Private Wealth, Portfolio Strategist, Credit Associate (m|f|x)

E Fundresearch; New York (NY); On-site; USD 115,000 - 125,000; Full time

Job summary

An established industry player is seeking a dynamic portfolio strategist to join their Global Portfolio Solutions & Strategy team in New York. This role focuses on driving growth in private offerings, collaborating with sales and marketing teams, and acting as a technical expert in direct lending. The ideal candidate will have a strong background in asset management, excellent communication skills, and a knack for market analysis. Join a forward-thinking company that values teamwork and innovation, where your contributions will directly impact the success of their investment strategies.

Qualifications

• 3+ years in asset management, preferably in private markets.
• Strong quantitative skills and knowledge of investment strategies.

Responsibilities

• Drive growth in private offerings with banks and wealth management firms.
• Analyze competitors and draft positioning points for the sales team.

Skills

Investment Acumen

Communication Skills

Market Knowledge

Analytical Skills

Teamwork

Self-Motivation

Organizational Skills

Education

BA/BS

CFA/CAIA/MBA

Job description

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With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. 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 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

This role is in office Monday to Friday.

The Role:

Within our Global Private Wealth business, we are seeking a dynamic and highly commercial portfolio strategist to join the Global Portfolio Solutions & Strategy (GPSS) team, based in New York. The role focuses on driving growth in our private offerings with major private banks and wealth management firms across US, EMEA, and APAC, primarily on Blue Owl’s Credit platform, including diversified, technology, and opportunistic direct lending strategies. The successful candidate will act as a commercial partner to the global private wealth sales team, facilitating connections between client engagements, investment teams, and marketing. They will serve as a client-facing technical expert in direct lending, capable of understanding and communicating detailed investment content to due diligence and research teams, financial advisors, and end-clients.

1. Product Expertise: Develop a deep understanding of our credit products, their features, functionalities, and benefits. Keep abreast of industry trends, market changes, and key deal themes at the portfolio level.
2. Support fundraising: Provide timely information and data about our offerings, present fund updates and insights, and answer questions about market dynamics.
3. Monitor competitive landscape: Analyze competitors continuously and draft positioning points for the sales team.
4. Support SME team: Help expand fund adoption by supporting client-facing subject matter experts.
5. Collaborate with Marketing: Develop and execute region-specific sales and educational content, including market commentary, product positioning, competitive landscape, and case studies.
6. Partner with Product Development: Evaluate new investment strategies, size new market opportunities, and suggest enhancements to our products.
7. Market knowledge: Possess investment and market acumen, ideally with experience in fixed income.
8. Communication skills: Demonstrate effective writing, presentation, and communication abilities.
9. Cross-functional collaboration: Proven ability to work with sales, marketing, investments, product strategy, and compliance teams.
10. Results-oriented: Attention to detail and commitment to excellence.
11. Teamwork: Willingness to work across geographies and in a team environment.
12. Self-motivation: High integrity, ethics, and motivation.
13. Organizational skills: Ability to multitask, prioritize, and collaborate effectively.
14. Communication: Energetic and capable of creating excitement and urgency.
15. Experience: 3+ years in asset management, preferably in private markets.
16. Education: BA/BS with strong quantitative skills; CFA/CAIA/MBA is a plus.
17. Market familiarity: Knowledge of securities, investment strategies, and regulatory frameworks.
18. Location: Based in New York.
19. Licenses: Series 7, 63, and SIE required.
20. Travel: Expect 1-2 weeks of travel per month.

The estimated base salary range for this position in New York City is $115,000 to $125,000, with potential discretionary bonuses based on performance and experience.

Head of Talent Acquisition, Investments and Corporate Functions