About the role

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The role of the CRM Analyst/Associate is to work closely with the CRMs and support all aspects of fund marketing activities and the full life cycle of the client relationships.

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Opportunity:

• Learn about Brookfield’s broader private funds activities with the view to progress into a junior Client Relationship Manager role longer-term
• Learn unique marketing strategy and client base relationship building in Japan across various financial institutions and gatekeepers
• Learn fund marketing experience of equity/debt funds across Private Equity, Real Estate, Infrastructure and other Brookfield private funds strategies

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Responsible for:

• Assisting CRMs in prospecting, including but not limited to:
  • Researching into prospects landscape/organization/news
  • Conducting competitor analysis and research
  • Generating outreach ideas and crafting targeted outreach messages
  • Tracking outreach progress, interaction, and follow-ups/next steps
• Assisting with client prospect due diligence processes, including but not limiting to:
  • Understanding due diligence queries and relevant risk prospects trying to assess
  • Performing quality control of the responses
  • Tracking due diligence progress
  • Monitoring closing process
• Assisting CRMs in managing full life cycle of the client relationships, including but not limited to:
  • Managing investor requests
  • Coordinating client meetings, preparing briefing notes, attending meetings, taking meeting notes and tracking follow-ups/next steps
• Coordinating roadshows, conferences, and client events with respective teams
• Managing the internal client relationship management database that tracks progress on marketing and relationship management activities
• Performing special projects as required

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About you

• 3 - 5 years of experience in investment, consulting, or fund/portfolio management, dealing with alternative products
• Strong financial analytical capabilities and investment reporting experience
• Advanced PowerPoint, Word, and Excel
• Native Japanese with Japanese educational background.
• Fluency in English
• Experience in Japanese organization dealing with alternative products through private funds is
• Experience in real estate, infrastructure and/or private equity asset classes
• Experience in analyzing and summarizing complex information
• Fund marketing sales and support experience
• Experience working in an international organization and team

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