CRM Analyst

2 weeks ago

London, Greater London, United Kingdom Brookfield Asset Management Full time

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

Client Relationship Management (CRM) – Analyst

This role is an Analyst level opportunity in the Global Client Group on the European Family Office team. The Associate will support fundraising and relationship management activities across Real Estate, Infrastructure, Renewable Power/Transition, Private Equity, and Credit. The role will encompass all aspects of the fundraising process (marketing activities, direct client communications, research, client/prospect due diligence) as well as supporting relationships with existing investors.

Key Accountabilities

  1. Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes
  2. Work with CRMs to originate new client investment activity across Europe
  3. Coordinate dedicated Family Office events in conjunction with the Events team
  4. Coordinate and attend update/diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)
  5. Communicate with clients to support due diligence requests and ongoing investor queries
  6. Maintain Brookfield's internal CRM system (Salesforce), ensuring the system is up to date for internal reporting purposes and the ongoing tracking of the team's fundraising opportunities
  7. Assist with ad-hoc business development activities
  8. Conduct alternative asset industry research and client-specific research to map out different European markets and their respective Family Office ecosystems
  9. Monitor industry press for information relating to our respective prospects and competitors
  10. In conjunction with Fundraise Management Teams, help coordinate road shows, conferences, and investor meetings

Candidate Profile

  1. Undergraduate degree
  2. Postgraduate studies in finance such as CFA, MBA, or CA/CPA advantageous
  3. Relevant experience (1-3 years) in the financial services industry; ideally in a client-facing role within asset/wealth management
  4. Strong investment and financial analytical capabilities. Knowledge of private markets/alternative investments a bonus
  5. Time and project management skills are highly valued.
  6. High proficiency in Microsoft Office (Word, PowerPoint, and Excel). Experience of Salesforce ideal but not required.
  7. Team player with positive attitude, collaborative mindset, desire to learn and proactive approach to work
  8. Ability to develop strong internal/external relationships
  9. Ability to multi-task, project manage and work in a very fast-paced and team-oriented environment
  10. Excellent interpersonal, analytical, and creative problem-solving ability
  11. Strong written and verbal communication skills
  12. Self-motivated with a high level of attention to detail
  13. European language skills a plus

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.

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