Client Relationship Management, Analyst/Associate

Location

Brookfield Place - 181 Bay Street

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

Opportunity

As a Client Relationship Management (CRM) Analyst/Associate within Brookfield’s Family Office client coverage group, you will support the Family Office team by assisting with a diverse set of initiatives related to client relations and capital raising efforts for Brookfield’s private fund vehicles, across infrastructure, renewable power, private equity, and real estate.

Position Summary:

• Provide client service for both current and prospective family office investors

• Maintain Brookfield’s internal CRM system (SalesForce), as needed by the Family Office team, ensuring that the system is up to date

• Support the Family Office team on deliverables, including assisting with the preparation of briefing notes and materials for LP meetings, roadshows, and conferences.

• Liaise with Brookfield Investor Relations, and other internal teams (Project Management, etc.) to support daily operations, as needed

• Collect data from annual and quarterly reports, and other valuable information on investors and prospective investors to assist with the creation of client summary reports.

• Coordinate and complete ad-hoc requests both externally, from family office investors, and internally, from internal Project Management Teams and leadership across all fund structures

• Conduct industry research and client-specific research

• Work with the Canadian Family Office team to originate new client investment activity

• Facilitate broad investor communication initiatives and assist with ad hoc conference/meeting planning

 Requirements:

• Undergraduate degree in business or finance, with an excellent academic background and extracurriculars

• An understanding of financial concepts, keeps up to date with financial news, capital markets, etc.

• 1-3 years of relevant working experience in the financial services industry; real estate, infrastructure, private equity or alternative asset funds knowledge is a bonus

• Demonstrates an analytical and qualitative perspective when problem solving

• Time and project management skills are highly valued.

• Proactive, detail-oriented and well organized.

• Highly proficient in MS Office (Word, PPT and Excel), experience with SalesForce

• Excellent communication and interpersonal skills that can bring different stakeholders together on delivering solutions

• Team-oriented attitude with a willingness to continuously learn and share knowledge with others

• Ability to multitask, prioritize and work in a fast-paced environment under tight deadlines

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.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.