Associate / Senior Associate, Open-Ended Real Assets

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor

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

Brookfield is a global asset manager focused on real estate, infrastructure, renewable energy & transition, private equity and private credit with approximately USD 1 trillion of assets under management.

The Global Client Group (GCG) manages institutional relationships and raises capital for Brookfield’s various private funds.

The Diligence Management team is a newly established division responsible for managing the end-to-end fund due diligence process for Brookfield’s various private funds. The team oversees all aspects of the fund due diligence process, from fund launch and initial client interest to IC approval. The Associate serves a critical function within the team, partnering with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax and other stakeholders to deliver this best-in-class diligence experience for prospects and drive client conversions.

JOB PURPOSE: (prime focus and objective of the position)

The Associate / Senior Associate plays a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to manage all aspects of the due diligence process for Brookfield’s open-ended real estate funds. This includes initial maintenance of diligence materials, project managing all diligence deliverables (RFPs, DDQs, etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence processes.

The role is principally focused on working with investors in open-ended real assets funds (Infrastructure and Real Estate) but may occasionally cover other open-ended and / or private wealth products across other asset classes as needed. Over time, the position is expected to develop significant expertise in the firm’s investment platform and funds and serve as a client-facing contact working directly with investors to guide them through the due diligence process.

The responsibilities of the role include:

• Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.

• Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process

• Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including managing calls, meetings, asset tours, arranging on-sites, due diligence days, etc.

• Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients

• Creation and maintenance of due diligence materials (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)

• Building a thorough understanding of the firm's open-ended real estate funds, strategy, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content

• Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.

• Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members under tight deadlines and across jurisdictions.

• Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)

QUALIFICATIONS REQUIRED:

• Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline