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

POSITION TITLE

Analyst or Associate, Client Relationship Management

DEPARTMENT/AREA

Global Client Group

LOCATION

New York

REPORTS TO

Senior Vice President/Managing Director

COMPANY OVERVIEW

Brookfield is a global asset manager focused on real estate, infrastructure, renewable energy & transition, private equity and private credit with over $900 billion of assets under management.

The Global Client Group (“GCG”) manages institutional relationships and raises capital for Brookfield’s various private funds.

JOB PURPOSE:

This role is an Analyst/Associate level opportunity in the Global Client Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to raise capital for the Brookfield Private Funds, with a specific focus on institutional investors in the United States, and to maintain existing client relationships.

The Analyst/Associate 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 a hungry, energetic candidate early exposure to institutional fundraising in the alternatives space, including career development opportunities along the way with an eye toward developing into a full-fledged institutional marketer further down the road.

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

• 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)

• Where appropriate, 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 

• Assist with ad-hoc Business Development activities

• Conduct alternative asset industry research and client-specific research:

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

• Complete ad-hoc profiles on prospects as needed

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

• Monitor industry press for information relating to our respective prospects and competitors

• In conjunction with Communications and Project Management Teams, 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:

• 2-5 years of relevant working experience in the financial services industry; real estate, infrastructure, private equity or alternative asset funds knowledge 

• 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 of 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: $120k - $160K

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.