CRM Associate

5 months ago

London, United Kingdom Brookfield Asset Management Full time

Job Description

Client Relationship Management -Associate

This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management supporting the CRM team in their goal to raise capital for Brookfield Global Client Group. The Associate will work across all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and stretch across all parts of the fundraising process (marketing activities, direct client communications, research, client / prospect due diligence).

Key Accountabilities

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 (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)

Cover on-site due diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)

Where appropriate, directly communicate with clients to support their due diligence requests

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

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 co-ordinate with different stakeholders (both within and beyond the organization)

Facilitate broad investor communication initiatives.

Candidate Profile

Undergraduate degree

Post graduate studies in finance such as CFA, MBA, or CA/CPA a advantageous

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 a 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

  • CRM Associate

    3 months ago

    London, United Kingdom Zapp Full time

    CRM AssociateLondon Reporting to the Senior Manager of Retention and Growth, the CRM Associate at Zapp will play a key role in the marketing team, translating the overall strategy into impactful CRM activities. You’ll be responsible for building, delivering, and optimising CRM initiatives, working closely with cross-functional teams to drive customer...

  • CRM Associate

    2 months ago

    London, United Kingdom Brookfield Asset Management, Inc Full time

    Location London - One Canada Square, Level 26 Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work...

  • CRM Associate

    1 month ago

    London, UK, United Kingdom Brookfield Asset Management, Inc Full time

    Location London - One Canada Square, Level 26 Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work...

  • CRM Campaign Operations Associate

    7 months ago

    London, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Campaign Operations Associate** We are seeking a skilled Campaign Operations Associate to manage, build and execute multichannel campaigns across our Customer Lifecycle. The Campaign Operations Associate will work closely with the Campaign Operations Manager, Comms Technical Lead and cross-functional teams across marketing, customer...

  • CRM Associate

    5 months ago

    London, United Kingdom Optimove Full time

    Optimove is a global marketing tech company, recognized as a Leader by Forrester and a Challenger by Gartner. We work with some of the world's most exciting brands, such as Papa John's, Staples, and Entain, who love our thought-provoking combination of art and science. With a strong product, a proven business, and the DNA of a vibrant, fast-growing startup,...

  • Senior CRM Executive

    1 month ago

    London, Greater London, United Kingdom Blue Legal Full time

    Senior CRM ExecutiveBlue Legal is seeking a seasoned Senior CRM Executive to join their team in London. The ideal candidate will have extensive experience working with CRM systems, data management, and data analysis. They will be responsible for maintaining and managing technical issues, collaborating with the IT team to implement a new CRM system, and...

  • CRM Manager

    4 weeks ago

    London, United Kingdom Blue Legal Full time

    A leading global law firm is looking for a CRM Manager to join the firm, based in their London office. You will play a significant role in overseeing the day-to-day operations of the firm’s CRM and marketing platforms. This includes the transition to a new global CRM system, with responsibilities including data migration, change management, and the...

  • CRM Manager

    3 weeks ago

    London, United Kingdom Blue Legal Full time

    A leading global law firm is looking for a CRM Manager to join the firm, based in their London office. You will play a significant role in overseeing the day-to-day operations of the firm’s CRM and marketing platforms. This includes the transition to a new global CRM system, with responsibilities including data migration, change management, and the...

  • CRM Manager

    4 weeks ago

    London, United Kingdom Blue Legal Full time

    A leading global law firm is looking for a CRM Manager to join the firm, based in their London office. You will play a significant role in overseeing the day-to-day operations of the firm’s CRM and marketing platforms. This includes the transition to a new global CRM system, with responsibilities including data migration, change management, and the...

  • CRM and Data Specialist

    1 month ago

    London, Greater London, United Kingdom Blue Legal Full time

    Blue Legal is seeking a skilled CRM Database Executive to join their marketing & business development team. Reporting to the senior CRM Executive, you will assist the CRM team in delivering excellent results from their database.The Responsibilities:Develop and execute a data quality improvement strategy to enhance database performanceCollaborate with the CRM...

  • CRM Associate

    6 months ago

    London, United Kingdom Getir Full time

    We're Getir, the pioneers of super fast delivery. Our founding idea: Groceries in minutes, delivered to your door through our app. Now offering more delivery models across different locations, our goals are made possible by our one-of-a-kind business model with our unique technology at its core. We know that our global ambitions can only be accomplished...

  • CRM Systems Specialist

    1 month ago

    London, Greater London, United Kingdom Blue Legal Full time

    A leading international law firm, Blue Legal, is seeking a CRM Systems Specialist to join their London office. This role will support the implementation of the firm's new CRM system, and long-term strategic projects to improve user engagement and behavior.The Responsibilities:Communicate with users to understand requirements and suggest potential solutions...

  • CRM Executive

    6 months ago

    London, United Kingdom Blue Legal Full time

    A renowned law firm known for providing IP services are seeking a CRM Executive to join their London team. This role will support with the day-to-day administration of data within the firm’s CRM system (InterAction) and associated digital marketing platforms including their patent management platform, to streamline processes and enhance efficiency. **The...

  • CRM Manager

    3 weeks ago

    Greater London, United Kingdom Blue Legal Full time

    A leading global law firm is looking for a CRM Manager to join the firm, based in their London office. You will play a significant role in overseeing the day-to-day operations of the firm’s CRM and marketing platforms. This includes the transition to a new global CRM system, with responsibilities including data migration, change management, and the...

  • CRM Manager

    4 weeks ago

    Greater London, United Kingdom Blue Legal Full time

    A leading global law firm is looking for a CRM Manager to join the firm, based in their London office. You will play a significant role in overseeing the day-to-day operations of the firm’s CRM and marketing platforms. This includes the transition to a new global CRM system, with responsibilities including data migration, change management, and the...

  • CRM Manager

    4 weeks ago

    Greater London, United Kingdom Blue Legal Full time

    A leading global law firm is looking for a CRM Manager to join the firm, based in their London office. You will play a significant role in overseeing the day-to-day operations of the firm’s CRM and marketing platforms. This includes the transition to a new global CRM system, with responsibilities including data migration, change management, and the...

  • CRM Manager

    4 weeks ago

    Greater London, United Kingdom Blue Legal Full time

    A leading global law firm is looking for a CRM Manager to join the firm, based in their London office. You will play a significant role in overseeing the day-to-day operations of the firm’s CRM and marketing platforms. This includes the transition to a new global CRM system, with responsibilities including data migration, change management, and the...

  • CRM Specialist

    6 months ago

    London, United Kingdom YOOX NET-A-PORTER GROUP Full time

    CRM Specialist Net-a-Porter / Mr Porter YOOX NET-A-PORTER GROUP is the world leader in online luxury and fashion that comprises a complete luxury retail ecosystem. The Group sells directly to customers globally through its own family of multi-brand online shops NET-A-PORTER, MR PORTER, YOOX and THE OUTNET. The Group’s Online Flagship Stores Division...

  • CRM and Data Executive

    1 month ago

    London, Greater London, United Kingdom Blue Legal Full time

    An award-winning professional services firm, Blue Legal, is seeking a CRM Manager to join their London office. The firm is looking for an experienced CRM professional to drive their CRM and marketing automation tool, including training, troubleshooting, and maintenance. This role will work out of the Marketing Data & Operations Team, which sits within the...

  • Digital CRM Consultant

    5 months ago

    London, United Kingdom code convergence Full time

    **Position Summary**: - 4 to 8 years of experience with configuration and customization of Microsoft Dynamics 365 CRM ( Customer Service) as developer. - Design solutions on Dynamics 365, SharePoint Online and Power Platform. - Implement business processes in Power Automate Flows. - Experience in developing PlugIns, Business Process Flows, Business Rules,...