About the role
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.
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
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
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
