Associate, Asset-Based Finance Portfolio Management
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. 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.
Requirements
- Bachelor’s degree with an excellent academic record
- 2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financing; experience in multiple asset classes a plus
- Ability to review and analyze monthly servicing reports/ performance reports
- Strong capabilities in MS Excel and PowerPoint and Intex; Bloomberg experience a plus
- Proactive self-starter with high attention to detail, intellectual curiosity, and motivation
- Excellent organizational and communication (verbal and written) skills
Nice To Haves
- Knowledge or familiarity with insurance investment management a plus
Responsibilities
- Partner with deal teams to transition investments post-closing and define KPIs
- Track KPIs and monitor performance across the asset-based finance portfolio, assessing returns, risks, and concentrations on an ongoing basis
- Analyze collateral and structural profile as well as market trends to identify emerging risks and escalate potential issues to the deal team and investment leadership
- Maintain investment watchlists and work with Risk team to ensure accurate internal risk designations
- Maintain transaction-level cash flow models upon handoff from deal team, including working with consultants to implement deal models in Intex post-closing
- Roll forward cash flow projections and Intex models
- Validate model outputs against legal documentation and trustee reports
- Ensure model outputs are accurately reflected in Brookfield’s internal analytics systems
- Ensure timely receipt and completeness of various reporting requirements from borrowers and originators
- Maintain ongoing engagement with trustees, servicers, and third parties to ensure data accuracy and transparency
- Coordinate with Trustee and Operations team to ensure timely production of monthly and waterfall reports.
- Validate waterfall reports and ensure alignment with deal documents
- Coordinate quarterly valuation processes with third-party providers
- Support internal and external audits and respond to valuation-related inquiries
- Ensure consistency across investment, accounting, and reporting systems
Benefits
- short-term incentive program (cash bonus)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
