Legal Analyst
About The Position
Brookfield Real Estate Credit (BREC) is seeking a highly organized, detail-oriented and proactive professional to support its legal and transaction management functions. Working closely with Legal, Investment, Finance and Operations, the Legal Analyst owns assigned workstreams across deal execution, post-closing, transaction documentation, KYC, regulatory and legal operations matters. The role requires anticipating next steps, driving items to completion independently, managing competing priorities with sound judgment, and improving processes through thoughtful use of AI and other technology. The position is based at Brookfield Place, 225 Liberty Street, 8th Floor, New York. Brookfield Real Estate Group invests in and operates real estate assets across multiple sectors and markets globally. Brookfield describes its culture as long-term-focused and aligned with the attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined.
Requirements
- Strong organizational skills and exceptional attention to detail, with the ability to manage multiple transactions, workstreams and deadlines concurrently.
- Demonstrated ownership and accountability, with the ability to work independently, anticipate next steps and drive workstreams from initiation through completion.
- Strong written and verbal communication skills and the ability to coordinate across Legal, Investment, Finance and Operations teams.
- Comfort reviewing legal and transaction documentation and identifying inconsistencies, with sound judgment about when to act independently and when to escalate.
- Discretion in handling confidential and sensitive information.
- Proficiency with Microsoft Office and document-management systems.
Nice To Haves
- Experience with iManage, LegalTracker/Serengeti, NMLS, LexisNexis or similar platforms.
- Experience with AI-enabled platforms, including legal AI tools such as Harvey, and an aptitude for using emerging technologies to improve workflows.
- Prior experience in legal operations, transaction management, commercial real estate finance, private credit, a law firm, financial services or a related environment.
Responsibilities
- Coordinate, track and review incoming NDAs against approved templates; identify deviations and coordinate comments with brokers and internal stakeholders.
- Assist with review of routine transaction documents, including short-term extensions, payoff letters and participation agreements.
- Review counsel-prepared signature packets for correct legal entities, signatory names and titles, and maintain signature blocks for closings.
- Support closing and post-closing processes; ensure closing sets, modification documents and other loan documentation are complete and filed in iManage and other repositories according to established protocols.
- Confirm closing binders are complete before delivery to the document custodian, and track trailing recorded documents and other post-closing deliverables through completion.
- Maintain the securities watch list (SWL), including CUSIPs and CMBS securities tied to transactions involving material nonpublic information, and ensure CMBS securities held by the platform are accurately reflected.
- Respond to SWL-related inquiries from internal teams and maintain accurate, organized records supporting transaction and compliance processes.
- Coordinate KYC diligence using LexisNexis, Alias and other approved tools; review organizational charts to identify entities and individuals requiring diligence.
- Review KYC results and escalate potential issues for additional review.
- Request, review and maintain authorized signatory information; distribute and track borrower questionnaires, beneficial ownership forms and related documentation.
- Coordinate outbound KYC requests for bank account openings, joinders and other transaction-specific matters.
- Support California lender licensing and NMLS requirements, including new license applications prepared with outside counsel and law clerks.
- Partner with Finance Operations on annual California DFPI audit filings.
- Coordinate preparation of quarterly and annual Mortgage Call Reports (MCRs).
- Track licensing requirements, submissions and deadlines, and drive required follow-up.
- Create and maintain matters in LegalTracker (Serengeti) to process and track legal invoices.
- Support BREC’s Allocations and Investment Committees by coordinating memoranda and materials, preparing agendas and recording minutes.
- Administer access to legal and business systems and subscriptions, including Blueprint, Diligent, ChatGPT and LegalTracker.
- Identify manual or repetitive processes and implement improvements, including through AI and automation, to improve efficiency, accuracy and consistency.
- Assist with additional legal operations, transaction management and documentation projects as needed.
Benefits
- Short-term incentive program (cash bonus).
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
