Investment Strategy Analyst, Brookfield Wealth Solutions

Sorry, this job was removed at 04:12 p.m. (UTC) on Monday, Jul 28, 2025
Be an Early Applicant
New York, NY, USA
In-Office
120K-160K Annually
Fintech • Financial Services
The Role

Location

Brookfield Place New York - 250 Vesey Street, 15th 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

BWS is seeking an Analyst to join our New York-based investment team. This individual will be a key contributor to BWS’ growing team by working across asset classes to develop and implement our insurance investment strategy. This role will give broad exposure to Brookfield’s credit and insurance platform, particularly investments within Brookfield’s core verticals (Real Estate, Infrastructure, Renewables, Private Credit / Private Equity). This individual will work across functions (portfolio management, sector teams, investment managers, insurance operating entities, finance and operations) to build and enhance our insurance investment program.

Key Responsibilities:

  • Work closely with portfolio management to establish and track strategic asset allocation and portfolio performance to ensure we achieve business objectives

  • Prepare investment presentations, proposals, and reports to communicate our investment strategies and structures, including regular updates to senior leadership

  • Help coordinate across sectors and managers to implement investment strategy, including communicating investment needs, managing pipelines, tracking deployment and evaluating performance

  • Support refinement of investment strategy based on internal and external considerations such as capital and liquidity, ALM, regulatory frameworks, market opportunities, relative value, industry trends and competitive dynamics within the insurance asset management sector

  • Support preparation of materials on BWS’ investment strategy for various external forums such as diligence sessions and rating agency meetings

  • Track investment assumptions to be used in forecasting and modelling and ensure ongoing alignment with other internal stakeholders

  • Assist with planning and execution of internal strategic initiatives

Requirements

  • Bachelor’s degree in finance, accounting or related business discipline with an excellent academic record

  • 1-3 years of asset allocation, portfolio management, cross asset class experience, or insurance related experience. CFA designation is a plus

  • Excellent verbal and written communication skills

  • Above-average capabilities in MS Excel and PPT, familiarity with programming languages preferred

  • Outstanding analytical and problem-solving skills

  • High attention to detail, intellectual curiosity, and motivation

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

  • Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines in a very fast-paced and team-oriented environment


Salary Range: $120,000 - $160,000

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.

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

Similar Jobs

Wells Fargo Logo Wells Fargo

Sales Coordinator

Fintech • Financial Services
Hybrid
Melville, NY, USA
205000 Employees
24-30 Hourly
Hybrid
New York, NY, USA
205000 Employees
159K-305K Annually

Wells Fargo Logo Wells Fargo

Personal Banker Thornwood

Fintech • Financial Services
Hybrid
Thornwood, NY, USA
205000 Employees
23-31 Hourly
Hybrid
New York, NY, USA
205000 Employees
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account