Blue Owl
Asset Management
Associate
“Associate at Blue Owl. Skills: financial analysis, due diligence, financial modeling, investment analysis. Analyzing target business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses.. Analyzing budgets and preparing periodic reports that compare budgeted costs to actual costs.”
Industry & Context.
Analyzing target business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses.; Analyzing budgets and preparing periodic reports that compare budgeted costs to actual costs.; Analyzing or verifying annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.; Analyze potential investment opportunities and engage in all aspects of due diligence and business analysis to develop and refine investment theses.; Complete due diligence including review of investment target information and data room, industry research, financial modeling, financial statement review, interaction with target management, use of consultants, review of third party reports, etc.; Reviewing data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.; Liaise directly with private equity funds, management teams, and third party due diligence providers during deal origination and underwriting process.; Prepare analysis and memorandums used for internal discussions and formal investment committee approval processes.; Participate in deal team discussions and presentations with management and investment committee.; Inspecting cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.; Preparing, examining, or analyzing accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.; Reporting to management and investment committee regarding the finances of establishment and investments.
What They're Looking For.
Must Have
Bachelor's degree (U. S. or foreign equivalent) in Accounting or in a related field, two (2) years of experience in the job offered or in a related role, analyzing financial statements such as the income statement and balance, building financial projections for technology focused, preparing financial statements for technology focused, preparing credit investment, applying accounting principles to evaluate financial health of corporations
What You'll Do.
Analyzing target business operations
financial commitments
and obligations to project future revenues and expenses.
Analyzing budgets and preparing periodic reports that compare budgeted costs to actual costs.
Analyzing or verifying annual reports
using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
Analyze potential investment opportunities and engage in all aspects of due diligence and business analysis to develop and refine investment theses.
Complete due diligence including review of investment target information and data room
financial statement review
interaction with target management
review of third party reports
Reviewing data about material assets
Liaise directly with private equity funds
and third party due diligence providers during deal origination and underwriting process.
Prepare analysis and memorandums used for internal discussions and formal investment committee approval processes.
Participate in deal team discussions and presentations with management and investment committee.
Inspecting cash on hand
notes receivable and payable
negotiable securities
and canceled checks to confirm records are accurate.
or analyzing accounting records
or other financial reports to assess accuracy
and conformance to reporting and procedural standards.
Reporting to management and investment committee regarding the finances of establishment and investments.
How You'll Work.
Team & Collaboration
Liaise directly with private equity funds, management teams, and third party due diligence providers; Participate in deal team discussions and presentations with management and investment committee; Reporting to management and investment committee
Communication Scope
communication
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