Associate, Investments

Brookfield Asset Management•New York, NY

3d•$150,000 - $200,000•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 Associate will play a central role in developing the team’s work in the insurance sector and collaborate with junior and senior colleagues, Brookfield management, and portfolio companies. The position 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.
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, thoroughness, and the ability to assess complex situations and make effective recommendations.
Ability to adapt to new challenges in a dynamic, fast-paced environment.
Self-motivation and proactivity, with the ability to work independently and a willingness to own and improve processes.
Strong interpersonal, written, and verbal communication skills, with a track record of working with people across varied levels and backgrounds.
Organizational skills to manage priorities, multitask as needed, 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 over personal accomplishment or recognition.
High degree of professional ethics and integrity.
Professional, positive attitude and ability to contribute to a dynamic, team-oriented culture.

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 memos, presentations, and other investment analyses.
Independently develop financial models and investment theses.
Conduct market research to support investment strategies and identify transaction opportunities.
Help lead insurance-sector coverage and work with senior team members to monitor opportunities and trends.
Build relationships across the organization and assist in managing insurance operating businesses.