Analyst/Associate - Investment Strategy
About The Position
Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance BWS is seeking an Analyst/Associate to join our New York-based investment team. This individual will be a key contributor to BWS’ growing team by working across asset classes to develop and implement our insurance investment strategy. This role will give broad exposure to Brookfield’s credit and insurance platform, particularly investments within Brookfield’s core verticals (Real Estate, Infrastructure, Renewables, Private Credit / Private Equity). This individual will work across functions (portfolio management, sector teams, investment managers, insurance operating entities, finance and operations) to build and enhance our insurance investment program.
Requirements
- Bachelor’s degree in finance, accounting or related business discipline with an excellent academic record
- 1-3 years of asset allocation, portfolio management, cross asset class experience, or insurance related experience.
- Knowledge of private funds, including understanding of typical fund legal structures, cash flow profile, fees, performance metrics, etc.
- Excellent verbal and written communication skills
- Above-average capabilities in MS Excel and PPT
- Outstanding analytical and problem-solving skills
- High attention to detail, intellectual curiosity, and motivation
- Self-motivated and proactive with the ability to operate independently
- Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines in a very fast-paced and team-oriented environment
Nice To Haves
- CFA designation is a plus
Responsibilities
- Work closely with portfolio management to establish and track strategic asset allocation and portfolio performance to ensure we achieve business objectives
- Prepare investment presentations, proposals, and reports to communicate our investment strategies and structures, including regular updates to senior leadership
- Help coordinate across sectors and managers to implement investment strategy, including communicating investment needs, managing pipelines, tracking deployment and evaluating performance
- Support refinement of investment strategy based on internal and external considerations such as capital and liquidity, ALM, regulatory frameworks, market opportunities, relative value, industry trends and competitive dynamics within the insurance asset management sector
- Support preparation of materials on BWS’ investment strategy for various external forums such as diligence sessions and rating agency meetings
- Track investment assumptions to be used in forecasting and modelling and ensure ongoing alignment with other internal stakeholders
- Assist with planning and execution of internal strategic initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
