Assistant Vice President ~ Investor Relations

Brookfield•Chicago, IL

8d•$120,000 - $135,000

About The Position

Brookfield’s Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies. The Public Securities Group leverages Brookfield’s core real asset expertise across real estate, infrastructure, real asset debt, real asset solutions and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group has been investing in public securities for over 30 years and has over $28 billion of assets under management. For more information, visit https://publicsecurities.brookfield.com . 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. 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
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
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
Strong written and verbal communication skills. Able to present ideas with precision, passion and conviction.
Able to adapt to fast changing environment
Strong attention to detail and highly organized
Self-motivated and proactive with respect to managing workload and new business origination
Self-starter with strong work ethic and results orientation
Ability to collaborate with individuals at all levels of a high performing organization

Nice To Haves

Progress towards CFA, MBA or other advanced financial certification/degree beneficial
Experience with eVestment, Salesforce and knowledge of industry publications preferred
Experience with Real Assets preferred

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)