Senior Vice President of Diligence Management

4 weeks ago


London, Greater London, United Kingdom Brookfield Asset Management Full time

Job Overview

The Senior Vice President of Diligence Management will play a pivotal role in Brookfield Asset Management's 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 launch, leading all diligence activity during fundraising, and managing client calls, meetings, asset tours, and on-sites to advance investor due diligence processes.

The position requires significant expertise in an infrastructure and transition investment platform and funds. The Senior Vice President will serve as a client-facing contact, working directly with investors to guide them through the due diligence process.

The role is principally focused on working with infrastructure and transition investors in EMEA and APAC and managing a team servicing those regions, but may cover Americas investors from time to time.

Key Responsibilities

  • Responsible for oversight and quality control across all due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD/ODD presentations, etc.
  • Managing their team through all stages of the employee lifecycle, including recruitment, learning and development, on-the-job training and support, performance management, and compensation.
  • Establishing strong relationships with stakeholders to ensure the team can successfully respond to investor diligence requests, especially the investor relations team and investment professionals as well as Fundraise Management and CRM team.
  • Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including leading calls, meetings, asset tours, arranging on-sites, due diligence days, etc.
  • 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.
  • Overseeing the 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 infrastructure and transition funds, investment strategies, and portfolio as well as its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content.
  • Developing a deep understanding of the Brookfield infrastructure and transition business, being able to clearly and succinctly communicate the Brookfield story to investors.
  • Contributing to the firm's suite of tools and resources to respond to infrastructure and transition investor requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.

Requirements

  • Bachelor's degree in finance, economics, business management, marketing, communications, or other relevant discipline; master's degree or MBA would be an advantage. CFA, CAIA, or similar designations are also advantageous.
  • 10-12+ years of experience working with private funds in the infrastructure, transition, renewable, and/or impact asset classes focusing on marketing, due diligence, sales, client services, or other fundraising or client function.
  • Familiarity with investment products and services, including a strong understanding of the infrastructure, transition, renewable, and/or impact asset classes and investment strategies; experience in an institutional private fund marketing environment is highly desired.
  • Experience leading a team with numerous direct reports 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

  • Excellent technical knowledge and familiarity with the infrastructure, transition, renewable, and/or impact asset classes and private funds generally; strong understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types in the EMEA and/or APAC regions (public pension funds, sovereign wealth funds, endowments, family offices, etc.).
  • Outstanding verbal and written communication skills.
  • Strong 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 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.
  • Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic).
  • Proficiency with Microsoft Office Suite.
  • Excellent planning and organizational skills.
  • Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies and investors.
  • Shares information with team members in a clear and concise manner.
  • Proactively seeks opportunities to get involved in more challenging projects.
  • Ability to multi-task and work in a very fast-paced and team-oriented environment.
  • Self-motivated and proactive, both with respect to managing workload and own professional development.


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