Senior Associate, Sales Support

Brookfield•Chicago, IL

2d•$85,000 - $110,000

About The Position

We are seeking a Senior Associate to join the Brookfield Public Securities Group Investor Relations & Sales Support Team. The Senior Associate will work across all asset classes that PSG specializes in (Real Estate, Infrastructure, Renewables and Credit) and stretch across the fundraising process (direct client communications, research, client / prospect due diligence). This role will give early exposure to institutional fundraising within public markets.

Requirements

Bachelor’s Degree required
3-6 years of experience in client relationship management, investor relations or institutional business development
Ability to deliver clear, effective communication and take responsibility for deliverables
Ability to build and maintain working relationships with others to achieve objectives
Strong written and verbal communication skills.
Able to adapt to fast changing environment
Strong attention to detail and highly organized
Strong work ethic and results orientation
Ability to collaborate with individuals at all levels of a high performing organization

Nice To Haves

Series 7 and 63 licenses preferred or must be obtained

Responsibilities

Supporting the institutional investor relations and sales teams in their day-day client relationship efforts
Understanding client reporting requirements / executing on deliverables in collaboration with the Product Specialist and Marketing Teams
Develop and maintain knowledge of Brookfield’s product offerings, systems and processes to support client relationships
Ensure timely client deliverables – client reporting, presentation materials
Understand and interpret business processes, workflows, and systems to identify solutions or opportunities for automation.
Help to coordinate meeting prep and post meeting follow up
Support all aspects of client/prospect communication, from routine day-to-day inquiries to strategic business communications
Assist with the client onboarding process to allow for smooth and efficient new client investments in separately managed accounts, commingled vehicles, mutual funds and private funds.
Identify opportunities to enhance the reporting platform by helping with automation and collaborating with teams across the organization
Where appropriate, directly communicating with clients to support their due diligence requests.
Conducting industry research and client-specific research.
Compiling detailed pre-meeting reports for each client/prospect meeting involving Brookfield investment professionals
Detailed research and analysis, leveraging market data and other sources, with the aim of creating targeted prospective investor campaigns and targeted marketing outreach
Monitoring industry press for information relating to our respective prospects and competitors.
In conjunction with PSG Marketing, create and manage product-specific marketing materials, investor presentations, case studies, fact sheets and other documents.