Jobs

Client Relationship Management Analyst

Posted on: March 19, 2021 Apply Now
New York, NY Consulting, Financial ServicesExpires April 25, 2021

Job details

Job Type

Full-time

Full Job Description

Brookfield Asset Management

Brookfield Asset Management is a global alternative asset manager with over $600 billion in assets under management. We have over a 100-year history of owning and operating assets with a focus on property, renewable energy, infrastructure and private equity. Our assets are held through a growing portfolio of private funds and public, listed entities. Brookfield is publicly listed on the NYSE and TSX. For more information, please visit our web site at www.brookfield.com.

Brookfield Private Funds

Brookfield offers institutional investors a range of private fund investment opportunities across the risk-return spectrum, focused on real estate, infrastructure and private equity. We foster alignment of interests with our investors by investing alongside them: over 30% of the capital under management across our private funds is our own, and we are typically the largest investor. Our goal is simple: to generate growth and attractive long-term risk-adjusted returns for our investors to serve their stakeholders, all while providing the highest level of service. Brookfield’s Private Funds group is comprised of a global team of more than 75 professionals located in North America, Europe, and Asia. The primary focus of the group is to raise capital for Brookfield’s private funds from investors worldwide.

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.

Client Relationship Management Analyst / Associate Opportunity

This role is an Analyst / Associate level opportunity in the Private Funds Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to raise capital for the Brookfield Private Funds, with a specific focus on institutional investors in the United States, and to maintain existing client relationships. The Analyst will work across all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity, Private Credit) and stretch across all parts of the fundraising process (marketing activities, direct client communications, research, client / prospect due diligence). This role will give a hungry, energetic candidate early exposure to institutional fundraising in the alternatives space, including career development opportunities along the way with an eye toward developing into a full-fledged institutional marketer down the road.

Key Accountabilities

  • Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes:

    • Work with CRMs to originate new client investment activity

    • Support senior CRMs in the marketing of funds including preparation and presentation of fund marketing and investment materials for existing investors and prospects

    • 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

 

  • Investor inquiries and reporting supporting CRMs:

    • Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses

    • Liaise with the broader Project Management /Business Group IR teams to coordinate responses to incoming Investor Relations requests from existing investors and prospects

    • Oversee client communications sent from Intralinks; ensure each LP receives annual/quarterly reports etc. and other communications

  • Strategy and team update requests:

    • Coordinate and complete all ad-hoc information, status update requests from HQ and Project Management Teams

    • Compile and update internal fundraising presentations on an ad-hoc, quarterly or semi-annual basis; to include fundraising progress, investor trends and marketing strategies for current and upcoming private fund offerings

  • 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

Candidate Profile

  • Undergraduate degree with an excellent academic background

  • Post graduate studies in finance such as CFA, MBA, or CA/CPA a plus

  • 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

Brookfield Asset Management 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.

Brookfield is an EEO employer and does not make hiring decisions based on status in a protected class.

At Brookfield, we care about your privacy and strive to protect Applicant Data throughout the recruitment process. To that end, information that we gather from applicants via job postings, is used solely for the purposes of recruiting and hiring. For more details, we encourage applicants to read Brookfield’s Applicant Data Protection and Privacy Notice, found on our website:

https://www.brookfield.com/applicant-data-protection-and-privacy-notice

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