Associate, Investments

Brookfield • New York, NY

1d • Onsite

About The Position

The Associate will join the M&A team within Brookfield Wealth Solutions and assist senior team members in identifying, originating, and executing investments, primarily in insurance and broader financial services. The role takes a central part in developing the team’s work in the insurance sector and involves close collaboration with junior and senior colleagues, Brookfield management, and portfolio companies. It spans the investment process and ongoing portfolio management.

Requirements

• Degree in finance, accounting, or a related business discipline.
• One to three (2–3) years of work experience in investment banking, M&A, or other relevant areas.
• Experience covering financial services, including required experience in insurance and asset management.
• Professional, positive attitude and ability to contribute to a dynamic, team-oriented culture.
• Experience conducting research and due diligence, evaluating transaction opportunities, performing financial and valuation analysis, and producing client-ready investment materials.
• High proficiency in PowerPoint and Excel, with outstanding financial modeling skills.
• Judgment, critical thinking, strong quantitative and analytical skills, attention to detail, and thoroughness, with the ability to assess complex situations and make effective recommendations.
• Ability to adapt to new challenges in a dynamic, fast-paced environment.
• Self-motivated and proactive, able to work independently, and willing to take ownership of and improve processes.
• Strong interpersonal, written, and verbal communication skills, with a track record of working with people at various levels and from varied backgrounds.
• Organizational skills to manage priorities and multiple tasks, work under pressure, meet timelines, and deal professionally with internal and external stakeholders.
• Interest in continuous improvement of processes and outputs.
• Commitment to shared success above personal accomplishment or recognition.
• High degree of professional ethics and integrity.

Responsibilities

• Participate in due diligence on potential investments, identifying key merits and risks, meeting with management, reviewing transaction documentation, and coordinating with third-party advisors as needed.
• Assist in preparing and presenting investment committee memoranda, presentations, and other analyses supporting investments.
• Independently develop financial models and investment theses.
• Conduct market research to develop investment strategies and identify transaction opportunities.
• Help lead insurance-sector coverage and work with senior team members to monitor opportunities and trends.
• Build relationships with contacts across the organization and assist with management of insurance operating businesses.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level