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Blue Owl

Private Wealth, Portfolio Strategist Lead - Credit

Blue Owl, New York, New York, us, 10261


Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $192 billion in assets under management as of June 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. 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 820 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com. The Role: Within our Global Private Wealth business, we are seeking a dynamic and highly commercial Credit Portfolio Strategy Leader to join the Global Portfolio Solutions & Strategy (GPSS) team, based in New York, to drive the growth of our private offerings with many of the largest private banks and wealth management firms in US, EMEA and APAC. The primary focus will be on Blue Owl's Credit platform, including the firm's diversified, technology, and opportunistic direct lending strategies. The successful candidate will lead a high performing team of product specialists and also serve as a commercial partner to the global private wealth sales team. Key attributes include the ability to facilitate connectivity between client engagements, investment teams, sales teams and marketing. The Credit Portfolio Strategy Leader will be a player-coach leading a fast-growing team, a client-facing technical expert in direct lending, demonstrating an ability to understand and effectively communicate detailed investment content to various due diligence and research teams, financial advisors, and end-clients. Responsibilities: Product Leadership: Lead/manage/hire a growing team of product specialists, partner with Investment Teams and Marketing to create and deliver Private Credit narrative through a generalist sales team. Product Expertise: Develop a deep understanding of our credit products, their features, functionalities, and benefits. Stay up-to-date with industry trends, market changes, and key positioning/deal themes at the portfolio level. Support fundraising channels by disseminating timely information and data regarding our offerings, presenting relevant fund updates and insights, and answering questions pertaining to broader market dynamics. Monitor competitive landscape by continuous analysis of our competitors and draft competitive positioning points for sales team. Serve as a client-facing subject matter expert (SME) to expand fund adoption. Present at client meetings, roadshows, sales and due diligence calls, industry conferences, internal and external video content. Partner with Investment Team on portfolio management and crafting the continually evolving key messages critical to driving sales engagement. Partner with Private Wealth Marketing team to develop and execute region-specific sales and educational content, including market commentary, product positioning, competitive landscape, and case studies. Partner with product development on the evaluation of new investment strategies, sizing new market opportunities, and identifying enhancements to our product offering Qualifications: 12 years professional experience in asset management (private markets preferred) BA/BS degree required with strong quantitative skills; CFA/CAIA/MBA a plus Familiarity with markets, securities, investment strategies and the relevant regulatory framework This position is based in New York Expect approximately 2 weeks of travel per month It is expected that the base annual salary range for this New York City-based position will be $200,000 to $225,000. 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. 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.