Client Relationship Management Specialist
3 weeks ago
Job Overview
Client Relationship Management - Associate
This role is designed for an Associate within the Global Client Group at Brookfield Asset Management, providing support to the CRM team in capital raising efforts for the Brookfield Global Client Group. The Associate will engage in a variety of tasks associated with fund promotion, client prospect evaluation, and investor communications.
Primary Responsibilities
- Assist in fund promotion initiatives and client prospect evaluations
- Work collaboratively with Client Relationship Managers to identify new investment opportunities
- Organize meetings with investment teams and aid in the preparation of necessary documentation
- Conduct due diligence discussions and liaise with clients as required
- Manage the internal CRM platform and support business development efforts
- Perform industry and client-specific research
- Help coordinate roadshows, conferences, and investor gatherings
- Enhance investor communication strategies
Qualifications
- Bachelor's degree
- Advanced studies in finance preferred
- 2-4 years of experience in the financial services sector
- Familiarity with property, infrastructure, private equity, or alternative asset funds
- Proficient in Microsoft Office and Salesforce
- Collaborative team member with a proactive mindset
- Strong analytical and reporting skills
- Exceptional interpersonal and communication abilities
- Self-driven with meticulous attention to detail
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