Assistant Vice President ~ Investor Relations

BrookfieldChicago, IL
88d$100,000 - $125,000

About The Position

We are seeking an Assistant Vice President to join the Brookfield Public Securities Group Investor Relations team. The individual will be responsible for supporting the firm's business development efforts, managing client & prospect requests, prospecting & lead generation, competitor analysis, client reporting, RFP/RFIs and presentations.

Requirements

  • Bachelor's Degree required
  • Progress towards CFA, MBA or other advanced financial certification/degree beneficial
  • 7+ years of institutional experience in client relationship management or institutional business development
  • Series 7 and 63 licenses required or must be obtained within 90 days of start date
  • Experience with eVestment, Salesforce and knowledge of industry publications preferred
  • Experience with Real Assets preferred
  • Ability to deliver clear, effective communication and take responsibility for understanding others
  • Ability to build and maintain working relationships with others to achieve objectives
  • Strong interpersonal skills as this role requires the ability to build excellent working relationships with many internal and external parties
  • Dedication to detail and follow-up

Responsibilities

  • Support institutional relationship management clients & prospects
  • Assist in identifying and pursuing new client relationships
  • Leverage Salesforce CRM to assist with managing the Team's sales territories, key prospects, opportunity pipeline, and marketing campaigns. Help maintain and improve the data within the CRM
  • Supporting new business development opportunities through the prospective client due diligence life cycle; helping to coordinate meeting prep and post meeting follow up
  • Collaborate with marketing, sales, and product teams to help align business development strategies.
  • Understanding reporting requirements / executing on deliverables in collaboration with the Product Specialist Team
  • Developing and maintaining knowledge of product offerings, systems and processes to support and service prospect and client relationships
  • Support & oversee all aspects of client/prospect communication, from routine day-to-day inquiries to strategic business communications
  • Work closely with Marketing and RFP teams in order to improve the content and messaging within marketing materials and RFPs/RFIs.
  • Working closely with internal teams, including Legal/Accounting, Operations to respond to client inquiries.
  • Manage client onboarding process to allow for smooth and efficient new client investments in separately managed accounts, commingled vehicles, mutual funds and private funds.
  • Ensuring timely client deliverables - client reporting, presentation materials
  • Participate in internal working groups and committees to represent client interests
  • Understand and interpret business processes, workflows, and systems to identify solutions or opportunities for department improvements (improve team efficiency and costs)

Benefits

  • Base salary and a short-term incentive program (cash bonus)
  • Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education, and designations

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Utilities

Education Level

Bachelor's degree

Number of Employees

5,001-10,000 employees

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