Job Abstract

Location

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

JOB PURPOSE:

This role is a Senior Associate/VP level opportunity in the Global Client Group at Brookfield Asset Management with the focus being to help raise capital and support the senior client relationship managers (“CRMs”), and to maintain existing client relationships.

The Senior Associate/VP will work across all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and stretch across all parts of the fundraising process (marketing activities, direct client communications, research, client / prospect due diligence). This role will give early exposure to institutional fundraising in the alternatives industry.

The responsibilities of the role include:

• Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes.

• Work with CRMs to originate new client investment activity and directly target the white space of investors

• Coordinate and attend update meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)

• Cover on-site due diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)

• Directly communicate with clients to support their due diligence requests.

• Maintain Brookfield’s internal CRM system (Salesforce), ensuring that the system is up to date for internal reporting purposes. 

• Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals

• Detailed research and analysis, leveraging market data and other sources, with the aim of creating targeted prospective investor lists for new funds and strategies.

• Help coordinate road shows, conferences, and investor meetings.

• Assist with conference/ meeting planning: setup, prepare and co-ordinate with different stakeholders (both within and beyond the organization)

• Facilitate broad investor communication initiatives.

QUALIFICATIONS REQUIRED:

• Bachelor’s degree in finance, economics, business management, marketing, communications, or other relevant discipline

EXPERIENCE REQUIRED:

• 5-8 years of experience in private alternative investments (LP or GP), fund marketing, due diligence, sales, client services or other fundraising or client function

• Strong understanding of the fundraising process (from early-stage dialogue to process completion)

• Demonstrated understanding of the fund subscription processes and key negotiation items.

• Demonstrated ability to manage investor meetings as required and to identify cross selling opportunities.

• Required understanding of the alternative investment industry, competitive landscape, LP market and positioning of funds

KEY COMPETENCIES/BEHAVIOURS REQUIRED:

• Undergraduate degree with an excellent academic background

• Post graduate studies in finance such as CFA, MBA, or CA/CPA a plus.

• Strong investment and financial analytical capabilities and investment reporting experience

• Strong written and verbal communication skills including preparation and delivery of presentations.

• Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience with Salesforce a plus

• Team player with positive attitude and pro-active approach to work

• Able to develop a strong internal/external network and ability to build relationships and work with professionals around the organization.

• Proactively seeks opportunities to get involved in more challenging projects.

• Ability to multi-task and work in a very fast-paced and team-oriented environment

• Excellent interpersonal, analytical, and creative problem-solving ability

• Self-motivated individual with a high level of attention to detail

Salary Range: $165K - $190K

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.