20 Oct
Brookfield Asset Management
London
Job description
Job Description
Client Relationship Management -Associate
This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management supporting the CRM team in their goal to raise capital for Brookfield Global Client Group.
The Associate will work across all 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).
Key Accountabilities
Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes
Work with CRMs to originate new client investment activity
Coordinate and attend update meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)
Cover on-site due diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)
Where appropriate, directly communicate with clients to support their due diligence requests
Maintain Brookfield’s internal CRM system (Salesforce), ensuring that the system is up to date for internal reporting purposes
Assist with ad-hoc Business Development activities
Conduct alternative asset industry research and client-specific research :
Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals
Complete ad-hoc profiles on prospects as needed
Perform detailed research and analysis, leveraging market data and other sources, with the aim to create targeted prospective investor lists for new funds and strategies
Monitor industry press for information relating to our respective prospects and competitors
In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences, and investor meetings
Assist with conference / meeting planning : setup, prepare and co-ordinate with different stakeholders (both within and beyond the organization)
Facilitate broad investor communication initiatives.
Candidate Profile
Undergraduate degree
Post graduate studies in finance such as CFA, MBA, or CA / CPA a advantageous
Relevant experience (2-4 years’ experience) working in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge
Strong investment and financial analytical and reporting capabilities
Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus
Team player with positive attitude and pro-active approach to work
Able to develop a strong internal / external relationships
Proactively seeks opportunities to get involved in challenging projects
Ability to multi-task and work in a very fast-paced and team-oriented environment
Excellent interpersonal, analytical, and creative problem-solving ability
Strong written and verbal communication skills including preparation and delivery of presentations
Self-motivated with a high level of attention to detail
▶️ CRM Associate
🖊️ Brookfield Asset Management
📍 London