CRM Associate

1 month ago

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

Brookfield Asset Management is seeking a highly motivated and detail-oriented CRM Associate to support the Global Client Group in their goal to raise capital for the company.

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.
  • 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, 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.
  • 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 multitask 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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