Vice President, Investor Relations

Brookfield Asset Management•New York, NY

1d•$190,000 - $210,000•Onsite

About The Position

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage. Brookfield Private Wealth is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely and unique solutions to market with the individual investor in mind. The Investor Relations team is a critical partner in the growth of Brookfield Private Wealth's platform, serving as the primary bridge with internal and external partners. The team is responsible for delivering an exceptional investor experience across the full lifecycle of our alternative investment solutions. As a global team with professionals based in Toronto, London, Tokyo, Hong Kong, and Mumbai, Investor Relations provides seamless support to investors and distribution partners across regions and time zones. Working closely with Business Development, Sales, Product, Operations, Legal, Compliance, and external service providers, the team drives operational excellence, scalable processes, and best-in-class client service. As Brookfield Private Wealth continues to expand globally, the Investor Relations team plays an increasingly strategic role in enhancing investor engagement, supporting the growth of the firm's perpetual products platform, and delivering institutional-quality alternative investment solutions to the private wealth channel. The VP, Investor Relations – Perpetual Products will be responsible for leading investor services initiatives for the firm's perpetual product suite, supporting the continued growth of the Private Wealth platform. The individual will serve as a senior point of contact for investor relations and servicing activities, driving operational excellence, process improvement, and an exceptional client experience across the full lifecycle of Brookfield and Oaktree's perpetual alternative investment strategies. This role requires deep knowledge of perpetual fund structures, the private wealth distribution landscape, and the ability to collaborate effectively across a complex, global organization. The role will report to the Senior Vice President, Investor Relations Perpetual Products.

Requirements

7–10 years of experience in one or more of the following areas: investor servicing, investor relations, client service, fund operations, or private wealth management
Deep knowledge of perpetual and evergreen alternative investment structures, including non-traded REITs, BDCs, interval funds, or similar private wealth alternative products; experience with drawdown fund structures is an asset
Experience working with private wealth distribution channels, financial intermediaries, registered investment advisors (RIAs), and wealth advisor platforms
Demonstrated experience leading, mentoring, or managing junior team members and driving cross-functional initiatives
Strong understanding of fund operations including NAV processes, investor reporting cycles, transfer agency functions, and regulatory requirements
Proven ability to manage complex, multi-stakeholder initiatives with competing priorities in a fast-paced, global environment
Exceptional verbal and written communication skills, with the ability to present clearly and confidently to senior internal stakeholders and external clients
Highly organized and detail-oriented with a demonstrated track record of operating with precision under pressure while maintaining the highest standards of work product
Strategic mindset with the ability to identify process gaps, design solutions, and drive change from concept through implementation
Entrepreneurial, collaborative, and disciplined in approach, consistent with Brookfield's leadership attributes
Post graduate degree in finance, business management or another relevant discipline
10+ years of experience in fundraising for private fund strategies or investments
Demonstrated understanding of the LP landscape and preferences, styles and requirements across key regions and investor types
Strong strategy/product knowledge and ability to communicate (internally) details of fund approach
Strong investment and financial analytical capabilities and investment reporting experience.
Experience in high volume processes and technology enabled solutions
Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies, team members and investors
Excellent planning and organizational skills
Able to develop a strong internal/external network.
Proactively seeks opportunities to get involved in more challenging projects.
Ability to multi-task and work in a very fast-paced and team-oriented environment.
Excellent interpersonal, analytical, and creative problem-solving ability.
Strong written and verbal communication skills including preparation and delivery of presentations.
Self-motivated and proactive, both with respect to managing workload and own professional development.
Ability to motivate others to think, persevere, and execute on ideas that are out of their comfort zone.
Have a focus on development of others, giving feedback and when required having difficult conversation
Advanced Excel, PowerPoint

Nice To Haves

CPA, CA, CFA, CAIA, or equivalent designation preferred
Experience working with transfer agents and investor servicing platforms is an asset
Experience in real estate, infrastructure and/or private equity asset classes strongly preferred
Institutional fund marketing sales and support experience strongly preferred

Responsibilities

Lead end-to-end investor servicing for the perpetual product suite, including non-traded REITs, BDCs, interval funds, and other evergreen private market strategies offered through the private wealth channel
Serve as a senior point of contact for wealth advisors, their clients, and internal stakeholders, managing escalations and resolving complex investor inquiries with professionalism and urgency
Own the development and continuous improvement of scalable, best-in-class investor servicing protocols, ensuring a consistent, high-quality experience across all perpetual product touchpoints
Partner cross-functionally with Distribution, Legal, Compliance, Fund Operations, and Technology teams to drive seamless execution across the investor lifecycle
Lead, mentor, and develop junior members of the Investor Services team, fostering a culture of accountability, intellectual rigor, and client-centricity
Oversee and manage relationships with third-party service providers, including transfer agents, fund administrators, custodians, and technology platforms
Direct and enhance investor communication processes including periodic NAV delivery, and ad hoc investor reporting
Identify operational gaps, develop solutions, and drive implementation of process improvements that increase efficiency, accuracy, and scalability
Collaborate with product, marketing, and sales teams to develop and refine investor-facing materials, communications, and educational content related to perpetual products
Contribute to strategic planning for the growth and scaling of the perpetual product investor services platform across global regions
Lead the close ended Fundraise Management team in all stages of the fundraising life cycle, collaborating with internal functional partners and business group leads as well as interfacing investors with and external advisors.
Develop and implement strategy for generating investor interest and driving momentum, working closely with Client Relationship Managers to meet quarterly and annual fundraising objectives
Facilitate key decisions throughout fundraise process with all stakeholder groups.
Manage relationships across multiple stakeholder groups including Diligence Management, Marketing & Content, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams and Product Specialists
Strategically review fund-specific marketing materials, including offering memoranda, investor presentations and other documents related to private funds
Coordinate road shows, conferences, diligence sessions, and investor meetings
Act as senior representative in GCG leadership meetings, as required
Collaborate with stakeholders for the development and retention of junior team members, creating and promoting effective training programs for new team members.
Identify issues and proactively manage risk