Associate/Senior Associate ~ Diligence Management (Credit & Multi-Asset Solutions)

Location

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

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

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

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

The Diligence Management team is 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/Senior 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.

Brookfield Credit manages approximately USD 332 billion of assets globally, focused on a broad range of private credit investment strategies, including infrastructure and renewable credit, real estate, asset based, and corporate credit. Return profiles span investment grade, sub-investment grade, and opportunistic. The business combines Brookfield’s substantial credit history with strategic partners. The firm offers both private credit funds as well as separately managed accounts. 

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 private credit funds and separate accounts. This includes initial creation of diligence materials prior to fund launch, project managing all diligence deliverables during fundraising (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 private credit and multi-asset investors globally and, over time, is expected to develop significant expertise in the firm’s private credit and multi-asset investment platforms and funds and serve as a client-facing contact working directly with investors to guide them through the due diligence process. A significant portion of these businesses are expected to be separately managed accounts, so the position is expected to develop a strong understanding of the commercial and operational elements of such engagements.

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

• Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)

• Building a thorough understanding of the firm's credit products,