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Associate Diligence Management

  • Job
    Full-time
    Mid-level (3-4 years) - Senior (5-8 years)
  • Marketing
  • London
  • Quick Apply

AI generated summary

  • You need 4-7 years of real estate fund marketing experience, strong project management skills, knowledge of investment products, exceptional communication skills, and the ability to work in a fast-paced global environment.
  • You will develop and manage due diligence documents, respond to investor requests, coordinate meetings, track activities, create materials, understand funds/strategies, utilize tools/resources, communicate effectively, and manage client-facing materials related to fund due diligence.

Requirements

  • Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline
  • EXPERIENCE REQUIRED:
  • 4-7 years of experience in real estate fund marketing, due diligence, sales, client services or other fundraising or client function
  • Familiarity with investment products and services, including a strong understanding of the real estate asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired
  • Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred
  • Experience in high volume processes and technology enabled solutions
  • Key Competencies/Behaviours Required:
  • Good technical knowledge and familiarity with the real estate asset class and private funds generally; solid understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types in the European and / or Middle East region (pension funds, sovereign wealth funds, endowments, family offices, etc.)
  • Outstanding verbal and written communication skills in English.
  • High attention to detail in written materials and quantitative data is crucial.
  • Strong understanding of due diligence processes, with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments
  • Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.
  • Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)
  • Proficiency with Microsoft Office Suite
  • Excellent planning and organizational skills.
  • Ideally strong relationship management skills and exposure in working across multiple countries, being able to flex communication style to diverse geographies and investors
  • Shares information with team members in a clear and concise manner. Position Description 3 | Brookfield
  • Proactively seeks opportunities to get involved in more challenging projects.
  • Ability to multi-task, prioritize effectively and work in a very fast-paced and team-oriented environment.
  • Self-motivated and proactive, both with respect to managing workload and own professional development.

Responsibilities

  • Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.
  • Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process
  • Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, Position Description 2 | Brookfield including managing calls, meetings, asset tours, arranging on-sites, due diligence days, etc.
  • Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients
  • Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
  • Building a thorough understanding of the firm's real estate funds, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content
  • Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.
  • Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members under tight deadlines and across jurisdictions.
  • Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)

FAQs

What are the key responsibilities of an Associate Diligence Management in Brookfield's real estate funds team?

The key responsibilities include managing all aspects of the due diligence process for real estate funds, creating diligence materials, project managing diligence deliverables during fundraising, and coordinating client calls, meetings, and asset tours.

Which investors does the Associate Diligence Management primarily work with in the real estate sector at Brookfield?

The Associate primarily works with European and Middle East investors in real estate, but may also cover APAC or North American clients across other asset classes as needed.

What is the expected expertise level for an Associate Diligence Management in Brookfield's real estate investment platform and funds?

Over time, the position is expected to develop significant expertise in the firm’s real estate investment platform and funds, and serve as a client-facing contact working directly with investors to guide them through the due diligence process.

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.