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Associate / Senior Associate, Diligence Management (Private Equity)

  • Job
    Mid-level (3-4 years) - Senior (5-8 years)
  • Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You need a bachelor’s degree, 4-7 years in private equity, familiarity with investment products, strong project management skills, global experience, and proficiency in high volume processes and technology.
  • You will manage due diligence deliverables, respond to investor requests, plan investor interactions, track and report on activities, create diligence content, utilize firm tools, communicate effectively, and update marketing collateral.


  • Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline
  • Experience Required:
  • 4-7 years of experience in private equity 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 private equity 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


  • 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, 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 private equity 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.)


What are the primary responsibilities of an Associate/Senior Associate in Diligence Management for Private Equity at Brookfield?

The primary responsibilities include managing all aspects of the due diligence process for private equity funds, creating diligence materials, project managing diligence deliverables during fundraising, coordinating client calls, meetings, asset tours, and on-sites to advance investor due diligence processes.

What regions do Associate/Senior Associates primarily work with in private equity investor due diligence?

The role is primarily focused on working with private equity investors in the Americas, but may occasionally cover EMEA or APAC clients across other asset classes as needed.

What expertise is expected to develop over time in this role?

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


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.