Brookfield Asset Management
Analyst/Associate, Client Relationship Management
Full Time
•
New York, NY, United States of America
120,000 - 160,000 (Yearly)
Added 4 weeks, 1 day ago
Summary
LOCATION
Brookfield Place New York - 250 Vesey Street, 15th Floor
QUALIFICATIONS
Bachelor’s degree in finance, economics, business management, marketing, or communications, 2-5 years of experience in financial services; strong analytical, communication, and relationship-building skills required.
RESPONSIBILITIES
Support fund marketing, assist with client due diligence, coordinate meetings and communication with clients, maintain CRM system, perform research and analysis, and aid in business development activities.
INDUSTRY
Financial Services (Private Equity, Real Estate, Infrastructure, Renewables)
SHORT DESCRIPTION
Analyst/Associate position in the Global Client Group, managing institutional relationships and fundraising for Brookfield's private funds across various asset classes.
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
COMPANY OVERVIEW
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 supporting two or more client relationship managers (CRMs) covering institutional investors in the United States. The Analyst/Associate will work across all private market 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).
The responsibilities of the role include:
- Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes
- Reports to Managing Director of West Coast Team
- 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
- Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals
- Complete ad-hoc profiles on prospects as needed
- Perform 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; property, infrastructure, private equity or alternative asset funds knowledge
- Strong investment and financial analytical capabilities and investment reporting experience
- 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
- Strong written and verbal communication skills including preparation and delivery of presentations
- 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.Tailor Your Resume to Match this Job!
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