Analyst/Associate, Client Relationship Management

Brookfield Asset Management • New York, NY

385d • $120,000 - $160,000

About The Position

The Analyst/Associate role in the Global Client Group at Brookfield Asset Management involves supporting client relationship managers in managing institutional investor relationships and capital raising for various private funds. The position requires engagement across all private market asset classes, including Real Estate, Infrastructure, Renewables, and Private Equity, and encompasses various aspects of the fundraising process, including marketing, client communications, and due diligence.

Requirements

• Bachelor's degree in finance, economics, business management, marketing, communications, or other relevant discipline
• 2-5 years of relevant working experience in the financial services industry; knowledge of property, infrastructure, private equity or alternative asset funds
• Strong investment and financial analytical capabilities and investment reporting experience
• Highly proficient in Microsoft Office (Word, PowerPoint, and Excel); experience with Salesforce is a plus
• Team player with a positive attitude and proactive approach to work
• Ability to develop a strong internal/external network and build relationships with professionals
• Proactively seeks opportunities to get involved in more challenging projects
• Ability to multi-task and work in a fast-paced, 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

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, preparing pre-meeting reports and appropriate materials
• Cover on-site due diligence meetings with investment teams, preparing pre-meeting reports and coordinating follow-up
• Directly communicate with clients to support their due diligence requests where appropriate
• Maintain Brookfield's internal CRM system (Salesforce), ensuring it is up to date for internal reporting purposes
• Assist with ad-hoc Business Development activities
• Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals
• Complete ad-hoc profiles on prospects as needed
• Perform detailed research and analysis to create targeted prospective investor lists for new funds and strategies
• Monitor industry press for information relating to prospects and competitors
• Help coordinate road shows, conferences, and investor meetings in conjunction with Communications and Project Management Teams
• Assist with conference/meeting planning, setup, and coordination with different stakeholders

Benefits

• Competitive salary range of $120k - $160K
• Short-term incentive program (cash bonus)
• Positive work environment that is safe and respectful
• Commitment to diversity and equal opportunity employment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Real Estate
• Education Level: Bachelor's degree