Client Relationship Management - Associate

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This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management supporting client relationship managers (“CRMs”) with capital raising activities and servicing institutional clients across the Nordics and Continental Europe. The Associate will focus on supporting Brookfield’s private market strategies across Real Estate, Infrastructure, Renewables & Transition, Private Equity & Credit.

The Global Client Group (“GCG”) provides investment solutions for investors across the Brookfield Asset Management’s private markets investment platforms. The GCG also manages institutional relationships and raises capital for Brookfield and its affiliated manager’s various funds and customized investment programs.

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Key Accountabilities

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· 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, including event management coordination

· Conduct alternative asset industry 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 internal 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 organisation)

· Facilitate broad investor communication initiatives.

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Candidate Profile

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· Requirement: native or fluent language skills in English, Nordic/European language capabilities would be beneficial but not essential

· Undergraduate degree with an excellent academic background

· Post graduate studies in finance such as IMC, CAIA, CFA or MBA advantageous

· Relevant experience working in private markets across Real Estate, Infrastructure, Renewables & Transition, Private Equity or Credit

· 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

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