Blue Owl Capital

Vice President

• Perform pro-active sales calls, meetings, and sales campaigns to promote Blue Owl product offerings to existing and new private wealth investors.
• Raise and retain assets under management within a geographic territory by conducting proactive phone calls, and one-on-one and group appointments.
• Develop and implement a business plan and sales strategy.
• Maintain a comprehensive understanding of market, advisor, and investor trends.
• Work closely with and actively support efforts of other Market Team members.

Senior Market Leader, Private Wealth

Accounting Manager

• Accurately report financial data for property level entities and fund level entities in accordance with deadlines.
• Properly present investment company financials for parallel funds and SPVs.
• Ensure that Generally Acceptable Accounting Principles are being adhered to for all financial reporting periods, financial presentations and footnote disclosures.
• Closely work with and review Fund Administrators’ journal entries, capital calls, distributions, and financial statements.
• Manage annual financial filing requirements in multiple jurisdictions including Cayman, Jersey, and Luxembourg.
• Prepare supporting schedules for all material balance sheet accounts.
• Perform variance analysis and timely reconciliation of general ledger accounts.
• Provide lenders with debt compliance and other financial information as required by loan documents.
• Review quarterly net asset value and price per unit in accordance with fund documents.
• Effectively manage multiple weekly, monthly, and quarterly deadlines.
• Work with team to properly prioritize ad hoc requests in addition to required reporting deadlines per limited partnership agreements.
• Effectively communicate with team members and management.
• Prepare and present accounting, budgeting, reporting, and accounting system matters to senior management.
• Prepare revenue and expense forecasts.
• Determine and monitor cash requirements on a recurring basis.
• Well versed in calculating fund returns.
• Able to interpret waterfall terms per limited partnership agreement and prepare calculation to determine preferred returns to investors and carried interest earned by general partner.
• Experience interpreting limited partnership, long terms lease, and mortgage documents.
• Experience with reporting investment activity to institutional investors.
• Respond to requests for information from lenders, owners, and investors.
• Coordinate with external auditors and tax preparers for year-end audit and tax return preparation.
• Monitor procedures and internal controls to ensure compliance with Company policies and make recommendations for improvements.
• Implement effective internal controls and recommend to management the implementation of policies, procedures, processes and controls based on continual analysis of current accounting processes.

Vice President, Real Assets Accounting

• Manage the day-to-day tax function for the Blue Owl Real Assets business
• Partner with investment, accounting, finance, fundraising, and legal teams to align tax planning and operations with business goals
• Advise on tax implications of acquisitions, dispositions, restructurings, and capital markets transactions and drive the tax analysis and necessary processes for deal structuring
• Develop and implement tax strategies that optimize firm-wide investment structures, with a focus on REITs and real estate-related vehicles
• Manage new product structuring and fundraising support, including modeling, fund/investment structuring, investor calls and information for investor reporting
• Oversee US and international tax compliance, including managing quarterly and annual REIT tests, partnership allocations and carry, required tax distributions and tracking partnership/partner tax basis and capital accounts
• Manage relationships with tax advisors, external auditors, and regulatory authorities
• Lead and develop a high-performing tax team, fostering professional growth and technical excellence

Tax Managing Director, Real Assets

• Perform pro-active sales calls, meetings, and sales campaigns to promote Blue Owl product offerings to existing and new private wealth investors
• Raise and retain assets under management within a geographic territory by conducting proactive phone calls, and one-on-one and group appointments
• Develop and implement a business plan and sales strategy
• Maintain a comprehensive understanding of market, advisor, and investor trends
• Work closely with and actively support efforts of other Market Team members

Private Wealth PWM – Market Leader, Vice President

• Manage the day-to-day tax function for the Blue Owl Real Assets business
• Partner with investment, accounting, finance, fundraising and legal teams to align tax planning and operations with business goals
• Advise on tax implications of acquisitions, dispositions, restructurings, and capital markets transactions and drive the tax analysis and necessary processes for deal structuring
• Develop and implement tax strategies that optimize firm-wide investment structures, with a focus on REITs and real estate-related vehicles.
• Manage new product structuring and fundraising support, including modeling, fund/investment structuring, investor calls and information for investor reporting
• Oversee US and international tax compliance, including managing quarterly and annual REIT tests, partnership allocations and carry, required tax distributions and tracking partnership/partner tax basis and capital accounts
• Manage relationships with tax advisors, external auditors, and regulatory authorities
• Lead and develop a high-performing tax team, fostering professional growth and technical excellence

Senior Market Leader, Private Wealth

Vice President, Real Assets Accounting

Tax Managing Director, Real Assets

Private Wealth PWM – Market Leader, Vice President

Managing Director, Real Assets Tax