French or Italian Speaking CRM Analyst

Posted 9 Days Ago
Be an Early Applicant
London, Greater London, England
1-3 Years Experience
Fintech • Financial Services
The Role
Support senior professionals in developing and maintaining relationships with European financial institutions, digital investment platforms, and independent wealth managers. Assist in business development, prospecting, and client service. Maintain databases, assist in project management, and ensure an outstanding client experience.
Summary Generated by Built In

Location

London - One Canada Square, Level 25

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.

Brookfield Oaktree Wealth Solutions is a newly created entity serving the global wealth management channel, delivering the strength and expertise of Brookfield and Oaktree across private and public funds. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

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

Job Description:

  • Support senior professionals in developing and maintaining relationships with European financial institutions, digital investment platforms and independent wealth managers

  • Support senior team members on all aspects of business development and strategy

  • Assist with prospecting and developing relationships that broaden distribution within these investor segments and across all EMEA geographies

  • Act as key point of contact to provide direct sales and service support to prospective and current clients

  • Navigate across the firm’s business units and internal departments to deliver an efficient investor onboarding process and an outstanding overall client experience

  • Maintain and further develop databases and assist in project management as required

Qualifications:

  • Bachelor degree (MBA/CFA a plus)

  • Minimum 2 years’ experience ideally spent in capital markets or asset management position (previous asset management experience a plus)

  • Proficient in English and at least ONE additional European language (ideally French, Italian or German)

  • Knowledge of alternative asset classes

  • Strong interpersonal skills and ability to build and foster a strong network of relationships

  • Excellent communication skills required

  • Ability to engage with highly sophisticated investors base

  • Must be a self-starter and able to work independently

  • Proficiency in CRM technology (i.e. Salesforce)

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.

Top Skills

Salesforce
The Company
London
3,725 Employees
On-site Workplace

What We Do

Brookfield is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy. With over $850 billion in assets under management, and over 100 years’ experience as an owner and operator, we put our own capital to work in virtually every transaction, aligning interests with our partners and investors, and bringing the strengths of our operational expertise, global reach and large-scale capital to bear in everything we do.

To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com.

Phishing and Fraudulent Websites Warning
Please be aware of the misuse of the Brookfield name and brand by individuals and groups fraudulently publishing fake websites and engaging in “phishing” scams that seek personal or confidential information from potential job candidates. This includes the posting of fake Brookfield job offers on LinkedIn and other career sites.

You can find more details on what to look out for and how to report potentially fraudulent activity at https://www.brookfield.com/web-fraud-and-phishing-warning.

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