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 privat... more details
Location
Brookfield Place New York - 250 Vesey Street, 15th Floor
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.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
