Associate Diligence Management

3 months ago


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**:
JOB PURPOSE: (prime focus and objective of the position):
The Associate 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 real estate funds. 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 European and Middle East investors in real estate but may occasionally cover APAC or North American clients across other asset classes as needed. Over time, the position is expected to develop significant expertise in the firm’s real estate investment platform and funds and serve as a client-facing contact working directly with investors to guide them through the due diligence process.

RESPONSIBILITIES:

- 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
- 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
- Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
- Building a thorough understanding of the firm's real estate funds, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content
- 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:

- 4-7 years of experience in real estate fund marketing, due diligence, sales, client services or other fundraising or client function
- Familiarity with investment products and services, including a strong understanding of the real estate asset class and investment strategies; experience in an institutional private fund 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 real estate asset class and private funds generally; solid understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types in the European and / or Middle East region (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.



  • London, United Kingdom Brookfield Asset Management Full time

    locations- London, England- time type- Full time- posted on- Posted Today- job requisition id- R2036431- 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,...


  • London, United Kingdom Brookfield Asset Management, Inc 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...


  • London, United Kingdom Brookfield Asset Management Full time

    Job Description The Vice President plays a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to lead all aspects of the due diligence process for Brookfield’s infrastructure and transition funds. This includes overseeing the initial creation of diligence materials prior to fund...


  • London, United Kingdom Brookfield Asset Management, Inc 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...


  • London, UK, United Kingdom Brookfield Asset Management, Inc 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...


  • London, United Kingdom Brookfield Asset Management, Inc 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...


  • London, United Kingdom HSBC Full time

    -Job description Some careers prize diversity more than others. If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers...


  • London, Greater London, United Kingdom Membership Bespoke Full time £45,000 - £50,000

    Job DescriptionJob Title: Due Diligence ManagerCompany: Membership BespokeLocation: Remote (with occasional travel to client sites)Job Type: Full-timeIndustry: Trade AssociationAbout Us: Membership Bespoke is the most experienced membership-focused recruitment firm in the UK, with 10+ years of experience delivering tailored permanent, temporary, interim, and...


  • London, Greater London, United Kingdom Austin Rose Associates Full time

    Job SummaryAustin Rose Associates is seeking an experienced Due Diligence Senior Manager to join their Corporate Finance team. The ideal candidate will have a strong background in Financial Due Diligence and a proven track record of providing sound advice to clients.Key ResponsibilitiesConduct thorough and accurate financial investigations into company...


  • London, United Kingdom HSBC Full time

    -Job description Some careers prize diversity more than others. If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC...


  • London, Greater London, United Kingdom Membership Bespoke Full time

    Job DescriptionJob Title: Due Diligence ManagerJob Type: Permanent, Full TimeIndustry: Trade AssociationLocation: Central London Office, 4 Days HomeJob Summary:We are seeking a highly skilled Due Diligence Manager to join our Membership team. The successful candidate will be responsible for conducting enhanced due diligence on a daily basis and managing...


  • London, United Kingdom Cambridge Associates LLC Full time

    THE OPPORTUNITY The Business Risk Management (BRM) team is part of the Global Investment Research department. The Investment Associate– Operational Due Diligence will be part of the BRM team that is responsible for conducting operational due diligence reviews of long-only and alternative investment managers. BRM’s operational due diligence program...


  • London, United Kingdom Ares Management Full time

    Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...


  • London, Greater London, United Kingdom MEMBERSHIP BESPOKE Full time

    About the RoleWe are seeking a highly skilled Due Diligence Manager to join our Membership team at Membership Bespoke. As a Due Diligence Manager, you will play a crucial role in conducting enhanced due diligence on a daily basis and managing longer-term projects with a focus on risk mitigation.Key ResponsibilitiesObtain up-to-date and comprehensive...


  • London, Greater London, United Kingdom MEMBERSHIP BESPOKE Full time

    About the RoleWe are seeking a highly skilled Due Diligence Manager to join our Membership team at Membership Bespoke. As a Due Diligence Manager, you will play a crucial role in conducting enhanced due diligence on a daily basis and managing longer-term projects with a focus on risk mitigation.Key ResponsibilitiesObtain up-to-date and comprehensive...


  • London, United Kingdom Pantheon Ventures Careers Full time

    Pantheon is a leading global private markets specialist currently investing on behalf of more than 1,000 investors, including public and private pension plans, insurance companies, endowments, foundations and private wealth clients. Founded in 1982, Pantheon has an established reputation across private market asset classes, covering all stages and...


  • London, Greater London, United Kingdom Membership Bespoke Full time

    Job Title: Due Diligence Manager - Risk ExpertJob Type: Permanent, Full TimeIndustry: Trade AssociationLocation: Central London Office, Home-basedJob Description:Role Overview:The Trade Association is seeking a highly skilled Due Diligence Manager to join its Membership team. This role will contribute to and support the Membership department's work streams,...


  • London, Greater London, United Kingdom MEMBERSHIP BESPOKE Full time

    About the RoleWe are seeking a highly skilled Due Diligence Specialist to join our Membership team at Membership Bespoke. As a Due Diligence Specialist, you will play a critical role in conducting enhanced due diligence on a daily basis and managing longer-term projects with a focus on risk mitigation.Key ResponsibilitiesObtain up-to-date and comprehensive...

  • Due Diligence Expert

    2 hours ago


    London, Greater London, United Kingdom MEMBERSHIP BESPOKE Full time

    About the RoleWe are seeking a highly skilled Due Diligence Specialist to join our Membership team at Membership Bespoke. As a Due Diligence Specialist, you will play a critical role in conducting enhanced due diligence on a daily basis and managing longer-term projects with a focus on risk mitigation.Key ResponsibilitiesObtain up-to-date and comprehensive...


  • London, Greater London, United Kingdom Membership Bespoke Full time £45,000 - £50,000

    About the RoleWe are seeking a highly skilled Due Diligence Manager to join our Membership team at Membership Bespoke. As a key member of our team, you will be responsible for conducting enhanced due diligence on a daily basis and managing longer-term projects with a focus on risk mitigation.Key ResponsibilitiesObtain up-to-date and comprehensive...