Asset Allocation Analyst, Private Markets, Multi-Asset Solutions

Location

Chicago - 110 North Wacker Drive, Suite 2700

Business - Public Securities

Brookfield’s Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies. The Public Securities Group leverages Brookfield’s core real asset expertise across real estate, infrastructure, real asset debt, real asset solutions and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group has been investing in public securities for over 30 years and has over $28 billion of assets under management. For more information, visit https://publicsecurities.brookfield.com.

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 Multi-Asset Solutions team draws on the full range of Brookfield and Oaktree public and private investment offerings to deliver asset allocation investment strategies and whole portfolio solutions across the spectrum of commingled funds, separate accounts, and outsourcing solutions in both institutional and wealth channels. Strategies managed range from 100% public to 100% private inclusive of strategies targeting specific blends of public and private. Underlying Brookfield and Oaktree investment offerings include public and private strategies across real estate, infrastructure, renewable power, private equity, private credit and other related businesses. Current assets under management of the Multi-Asset Solutions team is approximately $3 billion.  

This position reports to the Portfolio Managers of the Multi-Asset Solutions team.

This position works closely with peer Public Investment Analyst on the Real Asset Solutions team.

Responsibilities:

Analysis:

• Investigate and demonstrate potential benefits and risks of investing in a wide variety of asset classes, both public and private, with a focus on private assets.
• Establish strategic asset allocations for multi-asset investment strategies targeting specific return, risk, yield, factor exposures and other investment objectives.
• Monitor asset class and sector valuations to identify investment opportunities and risks for tactical asset allocation, with a focus on private assets.
• Conduct asset-level investment research across private fund investments
   

Portfolio Management:

• Develop and manage valuation and cash flow models for individual private funds as well as portfolios of private funds, including deployment, return of capital and reinvestment.
• Contribute investment ideas, insights, and recommendations during portfolio management meetings and strategy discussions with a focus on private assets.
• Follow macroeconomic and sector specific data and news flow and synthesize into implications, opportunities and risks for investment strategies.
• Collaborate with sector specialist investment teams within the firm to discuss and explore sector specific views.
• Implement strategic and tactical asset allocation decisions across private investment portfolios.
• Compile portfolio models, portfolio allocations, portfolio performance and other relevant material for portfolio management meetings and investment committee meetings

Client Service and Marketing:

• Collaborate with other divisions within the firm (Client Service, Marketing, Operations, etc.) to conduct analyses relating to investment strategies and portfolios.
• Meet with prospects and clients to grow and retain assets under management.

Qualifications & Requirements: