Associate/Senior Associate, Business Management, Global Client Group

Reposted 24 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
125K-150K Annually
Senior level
Fintech • Financial Services
The Role
The Associate/Senior Associate will manage fundraising data, analyze trends, and support growth initiatives for investor segments. Responsibilities include overseeing data accuracy, project management, long-term strategy planning, and collaborating with internal teams.
Summary Generated by Built In

Location

Brookfield Place New York - 225 Liberty Street, 8th 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

KEY RESPONSIBILITIES

The Associate or Senior Associate, Business Management (Channel Management) will partner with Head of Channel Management to facilitate the build out, growth and scaling of the Family Investor, Retirement/DC and Insurance Solutions teams globally. Specific responsibilities include:

  • Overseeing the accuracy and completeness all fundraising data (commitments, opportunity pipeline, activity) as it relates to Family Investor, Retirement and Insurance Solutions clients.

  • Analyzing trends and themes in fundraising data to help drive insight, business decisions and sales behaviors.

  • Collaborating with India team to create and maintain a suite of management reports to track and monitor KPIs.

  • Project managing key growth initiatives for the Family Investor, Retirement/DC and Insurance Solutions segments.

  • Supporting the creation of long-term growth strategy plans.

  • Partnering with internal stakeholders (Client Relationship Managers, Business Management, Client Strategy & Operations, Fundraise Management, Marketing, Product, Investment Solutions Group) to advance tactical and strategic assignments.

  • Acting as a proxy for the Head of Channel Management where required.

  • Assisting the Heads of Family Investor, Retirement/DC and Insurance Solutions teams as required.

EXPERIENCE REQUIRED

  • 5+ years’ experience in investment management, preferably with exposure to private markets.

  • Direct exposure to a sales team with deep understanding of the client lifecycle, preferably with exposure to private markets.

  • Experience

  • Extensive use of Salesforce, Excel and Powerpoint.

  • Experience with visualization and analytical tools (e.g. PowerBI, Tableau).

  • Exposure to and use of AI tools.

COMPETENCIES & SKILLS

  • Strong analytical skills and comfortable managing large data sets.

  • Highly numerate with financial acumen.

  • Proficient user of technology.

  • Exceptional communicator, both written and oral.

  • Excellent organizer and planner.

  • Able to build rapport and strong relationships quickly.

  • Strategic thinker who is able to build consensus amongst colleagues.

  • Self-motivated and proactive, identifying areas of risk or enhancement well in advance.

  • Hard worker with high level of stamina.

  • Able to operate in a fast-paced, team-oriented environment.

#LI-CL2

NY Salary Range: $125,000 - $150,000

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

  • 5+ years experience in investment management
  • Direct exposure to a sales team
  • Extensive use of Salesforce, Excel and Powerpoint
  • Experience with PowerBI or Tableau
  • Exposure to AI tools

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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