CRM Associate

Location

London - One Canada Square, Level 26

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

Purpose of the role:

This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management supporting one or more client relationship managers (CRMs) covering multiple markets across Europe/Israel. The Associate will work across all private market 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).

Responsible for:

• 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
• 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

Experience:

• 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

Qualifications:

• Fluency in English
• Appropriate degree in accounting/finance/business
• Post graduate studies in finance, MBA, or CFA/CPA qualified would be highly regarded

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.