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Financial Asset Specialist
2 months ago
Job Summary
We are seeking a highly motivated and detail-oriented Investment Portfolio Manager to join our team at Brookfield Asset Management. As an Investment Portfolio Manager, you will play a key role in supporting the Global Client Group in their goal to raise capital for Brookfield Global Client Group.
Key Responsibilities
- Client Relationship Management
- Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes
- Work with CRMs to originate new client investment activity
- Investment Research and Analysis
- Conduct alternative asset industry research and client-specific research
- Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals
- Administrative Support
- 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
- Communication and Coordination
- 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)
Requirements
- Undergraduate degree
- Post graduate studies in finance such as CFA, MBA, or CA/CPA a plus
- 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 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
Brookfield Asset Management
We are 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.