Senior Analyst, Valuation & Asset Servicing

Location

Brookfield Place - 181 Bay Street

Business - Reinsurance

Brookfield’s publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their stakeholders. Brookfield Reinsurance is positioned to act as a strong, long-term partner to the insurance sector, with a primary focus on the life, annuity and pension market in North America and Europe. The business provides annuity-based reinsurance products to insurance and reinsurance companies and also acts as a direct issuer of pension risk transfer products for pension plan sponsors. In doing so, the business seeks to match long-duration liabilities with a portfolio of high-quality investments in order to generate attractive, risk-adjusted returns.

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

Senior Analyst, Valuation & Asset Servicing

Brookfield Corporation (NYSE/TSX: BN) is focused on deploying its capital on a value basis and compounding it over the long term. This capital is allocated across its three core pillars of asset management, insurance solutions and its operating businesses.

Position Summary:

Senior Analyst, Valuation & Asset Servicing will be a part of the Middle Office Investment Operations team and will provide support across a broad range of alternative investment products including Private Loans, Term Loans, LPs, and Third-Party Funds as well as ensure effective loan/asset servicing tasks are being performed.

The successful candidate will work closely with and in support of the Portfolio Management and Risk Management teams and is required to interact with various custodians, counterparties, and other outsourcing providers to ensure all components of the product life cycle are monitored, complete and accurate.

Responsibilities:

Valuations:

• Work directly with the VP, Investment Operations in support of the ongoing valuation process.

• Level 1 & Level 2 valuation reporting/validation.

• Coordinate with investment team and external vendors on Level 3 valuation.

Asset Servicing:

• Be the lead person for all KYC initiatives.

• Quarterly compliance monitoring on all borrowers.

• Quarterly FS review.

• Ongoing covenant monitoring/reporting.

• Corporate actions review and processing.

• Borrower reporting.

Other Activities:

• Participate in the testing and implementation of operational enhancements and special projects.

• Contribute to the continuous development of operational processes and controls.

• Provide exceptional service when interacting with internal and external contacts.

• Support internal and external audit related activities.

• Participate in working groups targeting industry and regulatory initiatives and best practices.

• Coordinate the onboarding of new accounts, investment types, brokers, and counterparties.

• Support Compliance and Data Management initiatives as required.

Qualifications & Requirements:

• Minimum of 5+ years of experience; CFA/CAIA/FRM designation is preferred.

• Insurance sector experience and knowledge of insurance requirements is an asset.

• Bachelor's degree in finance, economics, or other relevant fields is required.

• Excellent working knowledge of complex investment products

• Excellent working knowledge of Alternative Investments including Private Loans, Term Loans, LPs, and Third-Party Funds.

• Experience and demonstrated skills with Excel, VBA and Excel macros is an asset.

• Thorough and meticulous with extreme focus on details.

• Self-motivated and proactive with the ability to operate independently.

• Team-oriented with a commitment to shared success.

• Superior communication (oral and written) and interpersonal skills.

• Excellent interpersonal skills and ability to develop collaborative relationships at all levels.

• Ability to prioritize multiple responsibilities to meet internal and external deadlines.

• Proven continuous process improvement mindset and positive team attitude.

• High degree of professional ethics and integri