Associate, Global Client Group – Diligence Management (Real Estate) (Contract)

Brookfield Asset Management•New York, NY

2d•$120,000 - $150,000•Onsite

About The Position

The Associate plays a pivotal role in the Diligence Management (Real Estate) team, partnering directly with prospective investors and partnering with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax and other stakeholders to lead all aspects of the due diligence process for Brookfield’s real estate funds and deliver a best-in-class diligence experience for prospects and drive client conversions. This includes primarily overseeing the initial creation of diligence materials prior to fund launch and leading all diligence activity during fundraising (DDQs, RFPs, etc.), while occasionally participating in select client calls, meetings, asset tours, on-site Investment or Operational Due Diligence meetings to advance investor due diligence processes. The role is principally focused on working with North American investors in in Brookfield’s open-ended real estate funds but will likewise selectively cover other closed-ended real estate funds. Coverage may occasionally extend to APAC or EMEA clients across Real Estate, as needed, by collaborating with our regional team members. Over time, the position is expected to develop significant expertise in the firm’s real estate investment platform and funds (open-ended and closed-ended) and serve as a client-facing contact working directly with investors to guide them through the due diligence process.

Requirements

Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline
3-5 years of experience in real estate fund marketing, due diligence, sales, client services or other fundraising or client function
Familiarity with investment products and services, including a strong understanding of the real estate asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired
Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred
Experience in high volume processes and technology-enabled solutions
Good technical knowledge and familiarity with the real estate asset class and private funds generally; solid understanding of the investor mindset and needs when conducting due diligence, including familiarity with distinct institutional client types in North America (public and private pension funds, endowments, family offices, private wealth investors, etc.)
Outstanding verbal and written communication skills in English.
High attention to detail in written materials and quantitative data is crucial.
Strong understanding of due diligence processes, with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments
Must work well in a team environment, excellent interpersonal skills to collaborate with peers and managers, engage senior professionals and liaise with global teams across the firm.
Proficiency with Microsoft Office Suite
Excellent planning and organizational skills.
Ability to multi-task, prioritize effectively and work in a very fast-paced and team-oriented environment.
Self-motivated and proactive, both with respect to managing workload and own professional development.

Nice To Haves

Experience or familiarity with open-ended real estate fund vehicles and private wealth platforms will be highly desired but not required
Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Charles River for Private Markets, Seismic)
Ideally strong relationship management skills and exposure in working across multiple countries, being able to flex communication style to diverse geographies and investors
Shares information with team members in a clear and concise manner.
Proactively seeks opportunities to get involved in more challenging projects.

Responsibilities

Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.
Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process
Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including managing calls, meetings, asset tours, arranging on-sites, due diligence days, etc.
Working directly with CRMs and clients to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients
Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
Building a thorough understanding of the firm's real estate funds, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content
Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.
Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members under tight deadlines and across jurisdictions.
Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)