Global Client Group, Client Relationship Management, Analyst/Associate

Location

Brookfield Place - 181 Bay Street

Business - Global Client Group

Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers.

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

The Analyst/Associate will be a part of the Global Client Group and will be a “go-to” for everyone on the team. The Analyst/Associate will be involved in many ways in the day-to-day of fundraising activities and relationship management with current and prospective investors. Initially, the Analyst/Associate will support the team to learn the business from the ground up. The opportunity for increased ownership and more client focused initiatives will eventually present. Success in this role is achieved by being a team player, taking initiative and always seeking opportunities to learn and progress.

Main Responsibilities

Provide client service for both current and prospective investors:

• Support the Client Relationship team (“CRM”) with client prospect due diligence and onboarding

• Coordinate, log, track and monitor client service queries to ensure timely and complete responses

• Liaise with the broader Project Management / Business Group IR teams to respond to incoming Investor fund and service requests from both current and prospective investors

• Work with CRMs to originate client investment activity and any ad-hoc business development activities

Overall Strategy and Team Updates:

• Responsible for ensuring Brookfield’s internal CRM system (Salesforce) is up to date for internal reporting purposes

• Support logistics in investor conferences and road shows for the Canadian CRM team

• Coordinate and complete ad-hoc information, status update requests from Project Management Team and leadership across all fund strategies

Industry and Client-Specific Research:

• Compile detailed pre-meeting materials for each client meeting involving Brookfield investment professionals

• Leverage market data, research and outside analysis to create targeted prospective investor lists for new funds and strategies

Requirements

• Undergraduate degree in business or finance, with an excellent academic background and extracurriculars

• An understanding of financial concepts, keeps up to date with financial news, capital markets etc.

• 1-3 years of relevant experience in the finance industry, exposure to private equity, alternative asset funds or a client-facing role in the financial services industry would be ideal

• An analytical and qualitative perspective, is proactive and on the ball with all deadlines and projects

• Excellent writing and editing skills as well as articulate with verbal communication

• Highly proficient in MS Office (Word, PPT and Excel), experience with Salesforce an asset

• Top notch interpersonal skills, can build relationships with colleagues and external investors

• Fluency in French is preferred

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.