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Analyst/Associate, Client Relationship Management

  • Job
    Junior (1-2 years) - Senior (5-8 years)
  • Banking & Finance
  • $120K - $160K
  • New York City
  • Quick Apply

AI generated summary

  • You need a Bachelor's degree, 2-5 years in financial services, strong analytical and communication skills, proficiency in Microsoft Office, proactive attitude, networking abilities, multitasking skills, attention to detail, and motivation for challenging projects.
  • You will support fund marketing, client prospect due diligence, and onboarding processes. Coordinate client meetings, research industry trends, update internal CRM system, and assist with business development activities.


  • 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


  • 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


What is the main focus of the Analyst/Associate, Client Relationship Management role at Brookfield Asset Management?

The main focus of this role is to support senior client relationship managers in raising capital for the Brookfield Private Funds, specifically targeting institutional investors in the United States, and maintaining existing client relationships.

What kind of exposure will the Analyst/Associate have in this role?

The Analyst/Associate will have exposure to all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and will be involved in all parts of the fundraising process, including marketing activities, direct client communications, research, and due diligence.

Are there opportunities for career development in this role?

Yes, there are opportunities for career development in this role, with the potential to develop into a full-fledged institutional marketer in the future. This role provides early exposure to institutional fundraising in the alternatives space.


Mission & Purpose

Brookfield is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy. With over $925 billion in assets under management, and over 100 years’ experience as an owner and operator, we put our own capital to work in virtually every transaction, aligning interests with our partners and investors, and bringing the strengths of our operational expertise, global reach and large-scale capital to bear in everything we do. To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com. Phishing and Fraudulent Websites Warning Please be aware of the misuse of the Brookfield name and brand by individuals and groups fraudulently publishing fake websites and engaging in “phishing” scams that seek personal or confidential information from potential job candidates. This includes the posting of fake Brookfield job offers on LinkedIn and other career sites. You can find more details on what to look out for and how to report potentially fraudulent activity at https://www.brookfield.com/web-fraud-and-phishing-warning.