Client Relationship Manager

2 months ago

London, Greater London, United Kingdom Brookfield Asset Management Full time
{"Job Title": "CRM Associate", "Job Description": "

At Brookfield Asset Management, we are seeking a highly motivated and detail-oriented CRM Associate to join our Global Client Group. This role is an exciting opportunity to support our team in raising capital for our clients across various asset classes, including Real Estate, Infrastructure, Renewables, and Private Equity.

Key Responsibilities

  • Support all aspects of fund marketing activities, client prospect due diligence, and onboarding processes.
  • Work with CRMs to originate new client investment activity.
  • Coordinate and attend update meetings with investment teams, preparing pre-meeting reports and materials, and coordinating follow-up.
  • Cover on-site due diligence meetings with investment teams, preparing pre-meeting reports and materials, and coordinating follow-up.
  • Directly communicate with clients to support their due diligence requests, where appropriate.
  • Maintain Brookfield's internal CRM system (Salesforce), ensuring the system is up-to-date for internal reporting purposes.
  • Assist with ad-hoc Business Development activities.
  • Conduct alternative asset industry research and client-specific research:
  • Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals.
  • Complete ad-hoc profiles on prospects as needed.
  • Perform detailed research and analysis, leveraging market data and other sources, with the aim to create targeted prospective investor lists for new funds and strategies.
  • Monitor industry press for information relating to our respective prospects and competitors.
  • In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences, and investor meetings.
  • Assist with conference/meeting planning: setup, prepare, and coordinate with different stakeholders (both within and beyond the organization).
  • Facilitate broad investor communication initiatives.

Candidate Profile

  • Undergraduate degree.
  • Postgraduate studies in finance, such as CFA, MBA, or CA/CPA, are advantageous.
  • Relevant experience (2-4 years) working in the financial services industry, with knowledge of property, infrastructure, private equity, or alternative asset funds.
  • Strong investment and financial analytical and reporting capabilities.
  • Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), with experience of Salesforce a plus.
  • Team player with a positive attitude and proactive 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 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.
"}

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