Analyst/Associate, Credit & Multi-Asset Solutions, Fundraise Management

Brookfield•New York, NY

2d•Onsite

About The Position

Brookfield's Global Client Group is seeking an Analyst / Associate – Credit & Multi-Asset Solutions, Fundraise Management. This role will work with Brookfield’s Credit and Investment Solutions platforms on a range of activities including assisting with the development and management of new credit solutions/strategies as well as supporting marketing and fundraising activities across Brookfield’s existing credit products. The successful candidate will support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals. This role involves strategizing and drafting strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging. The candidate will also create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies. Additionally, the role requires project management of all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest, and assisting facilitation of key decisions throughout the fundraising process with all stakeholder groups. The candidate will be a source of information and advisor for Brookfield’s product offerings, the offerings of our key competitors and the market in general. A strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types is essential.

Requirements

Undergraduate degree in finance, business, economics, or another relevant discipline.
1-4 years of experience in investor relations, fundraising and/or investment in private markets, with a preference for candidates with direct experience in alternatives.
Excellent PowerPoint and excel skills.
The ability to manipulate and summarize data sets is important.
Strong written and verbal communication skills.
A team approach and a “can do” attitude.
Ability to be a “self-starter” with intellectual curiosity and honesty.
Experience in high volume processes and technology enabled solutions.

Nice To Haves

Direct experience in alternatives

Responsibilities

Support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals.
Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging.
Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies.
Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest.
Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams.
Be a source of information and advisor for Brookfield’s product offerings, the offerings of our key competitors and market in general.
Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types.