VP, Investments - Brookfield Special Investments

Brookfield Asset Management•New York, NY

1d•$375,000 - $425,000•Onsite

About The Position

The Vice President plays a central leadership role within the Brookfield Special Investments (“BSI”) team. The Vice President is responsible for driving deal execution, investment thesis development, diligence management, and portfolio value creation. Working closely with the fund’s senior leadership, the successful candidate will be responsible for driving underwriting quality, operational improvement, and long-term value creation. In addition, the Vice President will assist in developing business networks to find new investment targets. The Vice President is a seasoned investment professional with strong judgment and a demonstrated ability to lead complex private transactions from origination through execution. A track record in executing hybrid capital solution transactions is a plus for this role.

Requirements

6-8+ years of relevant professional experience, including at least 5 years of direct investing experience.
Undergraduate degree with a strong academic record is required; an MBA, CFA designation or other relevant advanced qualification is considered an asset.
Prior experience at a non-control, capital-solutions, large-scale buyout, or upper-middle-market buyout fund.
A proven track record of leading junior investment professionals throughout the end-to-end execution of a transaction.
Superior financial modeling and due diligence capabilities.
Strong negotiation and relationship management skills with internal and external stakeholders.
Organized and detail-oriented; ability to work in situations with changing priorities and multiple simultaneous workstreams.
Excellent verbal and written communication; experience presenting analysis to senior leaders and ability to lead and drive initiatives.
High degree of integrity, judgment, and analytical rigor.
Bias for action, ownership mentality, and resilience under pressure.
Collaborative, low-ego and team-oriented approach, with a demonstrated willingness to contribute across all aspects of the investment process.

Nice To Haves

A track record in executing hybrid capital solution transactions is a plus for this role.
an MBA, CFA designation or other relevant advanced qualification is considered an asset.

Responsibilities

Manage full diligence workstreams and lead all aspects of deal execution (commercial, financial, operational, technology, HR, insurance, regulatory, legal, etc.).
Lead the financial due diligence process, including overseeing modeling, valuation, and analysis prepared by junior colleagues.
Develop and evaluate creative, bespoke transaction structures that address BSI’s investment objectives and counterparties’ needs, while optimizing risk-adjusted returns.
Develop and execute the value creation plan during diligence, working with operational teams to identify opportunities and assess risks to achieving targeted results.
Partner with legal, tax, and other internal teams to execute transactions, ensuring deal structuring and documentation are aligned with the business case.
Prepare and present investment cases, presentation materials, bid letters, and other transaction-related documentation.
Develop and refine sector theses across the BSI strategy.
Maintain and expand relationships with bankers, advisors, founders, and executives.
Evaluate new deal opportunities, lead early-stage screening, and present to investment committee.
Monitor market trends, regulatory developments, and competitive landscapes that impact underwriting.
Work with management teams on strategic business initiatives at portfolio companies.
Monitor ongoing financial and operational performance of investments.
Support quarterly valuations and internal reporting.
Manage and mentor Senior Associates, Associates and Analysts on sourcing, diligence, modeling, and presentation development.
Establish the quality bar for analysis, models, and deliverables.
Foster a collaborative, performance-oriented culture aligned with the firm’s values.