Associate / Senior Associate, ABF Investments

Posted 8 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
150K-220K Annually
Senior level
Fintech • Financial Services
The Role
Support structuring and execution of private, asset-backed transactions for an insurance balance sheet: build cashflow and waterfall models, analyze rating agency and regulatory capital impacts, assist with deal documentation and due diligence, prepare investment committee materials, and monitor portfolio performance across multiple asset classes.
Summary Generated by Built In

Location

Brookfield Place New York - 225 Liberty Street, 8th Floor

Business - Wealth Solutions

Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance


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

Structuring & Rating Agency Support

  • Support senior team members in structuring private investments for an insurance balance sheet to be efficiently capitalized, including preparing analyses that inform structural decisions
  • Participate in rating agency calls and help track methodology changes that could affect existing or prospective structures
  • Assist in exploring novel or bespoke structures for new and existing asset classes, bringing creative thinking to structuring problems alongside senior deal leads
  • Work with legal counsel to draft, review, and mark up transaction documentation (indentures, servicing agreements, purchase agreements), ensuring legal documentation and trustee reporting accurately reflect agreed-upon deal terms
  • Coordinate with internal tax, legal, and accounting teams to incorporate their feedback into investment structures

Modeling & Analytics

  • Build and maintain detailed cash flow and waterfall models for private asset-based transactions across various asset classes
  • Collaborate with the asset management and analytics teams to keep cash flow models current on an ongoing basis for live and closed transactions
  • Analyze rating agency methodologies and regulatory capital treatment (e.g., NAIC/RBC considerations) and translate their implications into structuring and asset selection decisions

Deal Screening & Execution

  • Work closely with BAM to screen potential investment opportunities, assessing initial fit against BWS’ investment strategy, asset class priorities, and risk appetite
  • Support due diligence on opportunities selected for further review, including collateral-level data analysis, historical performance review, and servicer/originator assessments
  • Prepare investment committee memos and screening materials
  • Work alongside the asset management and risk teams to monitor existing portfolio investments, tracking performance against underwriting assumptions and flagging emerging risks
  • Conduct market and sector research to inform investment decisions and identify structuring trends relevant to the team's target asset classes

Candidate Profile

  • Bachelor’s degree with an excellent academic record
  • Minimum 2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financings; experience in multiple asset classes a plus
  • Exposure to rating agency processes and securitization methodologies; direct rating agency interaction a plus
  • Knowledge or familiarity with insurance investment management a plus
  • Demonstrated proficiencies in MS Excel, PowerPoint, VBA, and Intex;
  • Proactive self-starter with high attention to detail, intellectual curiosity, and motivation
  • Ability to work concurrently across multiple live transactions and asset classes
  • Excellent organizational and communication (verbal and written) skills

Salary: $150k - $220k

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Skills Required

  • Bachelor's degree with an excellent academic record
  • 2-4 years experience analyzing CLO or ABS securitizations, warehouse, and asset-backed financings
  • Exposure to rating agency processes and securitization methodologies
  • Direct rating agency interaction
  • Knowledge or familiarity with insurance investment management
  • Demonstrated proficiency in MS Excel, PowerPoint, VBA, and Intex
  • Proactive self-starter with high attention to detail, intellectual curiosity, and motivation
  • Ability to work concurrently across multiple live transactions and asset classes
  • Excellent organizational and communication (verbal and written) skills

Brookfield Asset Management Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brookfield Asset Management Inc. and has not been reviewed or approved by Brookfield Asset Management Inc..

  • Retirement Support The 401(k) provides a dollar-for-dollar company match on employee contributions with quick eligibility, auto-enrollment, auto-increase, and a year-end true-up. These features indicate strong employer commitment to long-term savings.
  • Healthcare Strength Medical, dental, and vision coverage start on day one with multiple plan choices, plus wellness and mental-health resources and an EAP. Coverage breadth also includes domestic partner eligibility.
  • Affordable Benefits A wellness incentive can reduce employee premiums across medical options. This points to intentional cost-management features that help keep out-of-pocket expenses in check.

Brookfield Asset Management Inc. Insights

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The Company
HQ: New York, NY
3,725 Employees

What We Do

Brookfield is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy. With over $850 billion in assets under management, and over 100 years’ experience as an owner and operator, we put our own capital to work in virtually every transaction, aligning interests with our partners and investors, and bringing the strengths of our operational expertise, global reach and large-scale capital to bear in everything we do. To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com. Phishing and Fraudulent Websites Warning Please be aware of the misuse of the Brookfield name and brand by individuals and groups fraudulently publishing fake websites and engaging in “phishing” scams that seek personal or confidential information from potential job candidates. This includes the posting of fake Brookfield job offers on LinkedIn and other career sites. You can find more details on what to look out for and how to report potentially fraudulent activity at https://www.brookfield.com/web-fraud-and-phishing-warning.

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