The analyst plays a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to manage all aspects of the due diligence process for Brookfield’s private credit funds and separate accounts. This includes initial creation of diligence materials prior to fund launch, project managing all diligence deliverables during fundraising (RFPs, DDQs, etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence processes.
The role is principally focused on working with private credit and multi-asset investors globally and, over time, is expected to develop significant expertise in the firm’s private credit and multi-asset investment platforms and funds and serve as a client-facing contact working directly with investors to guide them through the due diligence process. A significant portion of these businesses are expected to be separately managed accounts, so the position is expected to develop a strong understanding of the commercial and operational elements of such engagements.
The responsibilities of the role include:
- Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.
- Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process
- Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including managing calls, meetings, asset tours, arranging on-sites, due diligence days, etc.
- Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients
- Creation and maintenance of due diligence materials (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
- Building a thorough understanding of the firm's credit products, SMA capabilities, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content; develop a deep understanding of Brookfield’s credit business, being able to clearly and succinctly communicate the Brookfield story to investors
- Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.
- Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members under tight deadlines and across jurisdictions.
- Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)
QUALIFICATIONS REQUIRED:
- Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline
EXPERIENCE REQUIRED:
- 2-4 years of experience in private credit marketing, due diligence, sales, client services or other fundraising or client function
- Familiarity with investment products and services, including a strong understanding of the private credit asset class and investment strategies; experience in an institutional marketing environment is highly desired
- Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred
- Experience in high volume processes and technology enabled solutions
KEY COMPETENCIES/BEHAVIOURS REQUIRED:
- Good technical knowledge and familiarity with the private credit asset class and private funds generally; ideally a solid understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types (pension funds, sovereign wealth funds, endowments, family offices, etc.)
- Outstanding verbal and written communication skills in English.
- High attention to detail in written materials and quantitative data is crucial.
- Strong understanding of due diligence processes, with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments
- Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.
- Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)
- Proficiency with Microsoft Office Suite
- Excellent planning and organizational skills.
- Ideally strong relationship management skills and exposure in working across multiple countries, being able to flex communication style to diverse geographies and investors
- Shares information with team members in a clear and concise manner.
- Proactively seeks opportunities to get involved in more challenging projects.
- Ability to multi-task, prioritize effectively and work in a very fast-paced and team-oriented environment.
- Self-motivated and proactive, both with respect to managing workload and own professional development.
