Analyst/Associate, Client Relationship Management

Brookfield Asset Management

2mo ago

Applications are closed

Job
Full-time
Junior, Mid & Senior Level
Banking & Finance
$120K - $160K
New York City

Requirements

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

Responsibilities

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

FAQs

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.

Brookfield Asset Management

1001-5000

Employees

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.