Financial Services Analyst
3 weeks ago
Brookfield Asset Management, Inc. offers a unique opportunity to join our team as an Analyst/Associate in the Global Client Group. In this role, you will support two or more client relationship managers (CRMs) covering institutional investors in the United States. You will work across all private market asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and stretch across all parts of the fundraising process (marketing activities, direct client communications, research, client / prospect due diligence).
Your key responsibilities will include:
- Assisting with all aspects of fund marketing activities, client prospect due diligence and onboarding processes.
- Collaborating with CRMs to originate new client investment activity.
- Covering on-site due diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up).
- Maintaining Brookfield's internal CRM system (Salesforce), ensuring that the system is up to date for internal reporting purposes.
What You'll Need
To succeed in this role, you will need:
- Bachelor's degree in finance, economics, business management, marketing, communications, or other relevant discipline.
- 2-5 years of relevant working experience in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge.
- Strong investment and financial analytical capabilities and investment reporting experience.
- Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus.
Compensation
The estimated salary for this role is $140,000 - $180,000 per annum. Our compensation structure includes a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account with local market conditions and is set to be market competitive. We offer a competitive benefits package, including health insurance, retirement plan, and paid time off.
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