Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

Skills this job asks for

Say which you have and which you want to build. We use it to match you to jobs like this one.

About the job

Location

Brookfield Place New York - 225 Liberty Street, 8th Floor

Business - Global Client Group

Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving need s of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers.

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 assignments and exposure to diverse businesses.

Job Description

The Diligence Management team is responsible for managing the end-to-end fund due diligence process for Brookfield’s various private funds. The team oversees all aspects of the fund due diligence process, from fund launch and initial client interest through IC approval. The Associate serves a critical function within the team by partnering with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax, and other stakeholders to deliver a best-in-class diligence experience for prospective investors and drive client conversions for Brookfield’s open-ended core infrastructure fund.

The Associate is expected to manage all aspects of the due diligence process, partnering directly with prospective investors, CRMs, and other stakeholders. This includes creating initial diligence materials and deliverables during fundraising, including RFPs, DDQs, and other materials, as well as coordinating client calls, meetings, asset tours, and on-site meetings to advance investor due diligence processes. Over time, the Associate is expected to develop significant expertise in the firm’s infrastructure product offerings and serve as a client-facing contact, working directly with investors to guide them through the due diligence process.

The role’s responsibilities include:

Developing and managing the due diligence deliverables required to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD/ODD presentations, and related materials

Completing the quarterly suite of deliverables for consultants and providing regular data and content updates to consultant databases

Working closely with stakeholders, especially the Investor Relations team and investment professionals, to respond to investor diligence requests and provide nuanced technical materials that advance the fund diligence process

Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts, including Tax, Legal, Operations, and other teams, as part of the fund due diligence process. This includes managing calls, meetings, asset tours, on-site meetings, due diligence days, and related activities

Creating initial due diligence materials prior to fund launch, including standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, and related materials

Building a thorough understanding of the firm’s infrastructure products, investment strategies, portfolio, corporate structure, history, and operations to facilitate the accurate and consistent creation of diligence content; developing a deep understanding of Brookfield’s infrastructure business and the ability to clearly and succinctly communicate the Brookfield story to investors

Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, and related resources

Demonstrating excellent interpersonal and communication skills, both verbal and written, and the ability to work directly with clients, CRMs, senior investment professionals, and other team members under tight deadlines and across jurisdictions

Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintaining marketing collateral during the fundraising period, such as pitchbook presentations, standard DDQs, case studies, and related materials

QUALIFICATIONS REQUIRED:

Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline

EXPERIENCE REQUIRED:

4+ years of experience in private fund marketing, due diligence, client services or other fundraising or client function. Experience in core-infrastructure is strongly preferred

Familiarity with investment products and services, including a strong understanding of the infrastructure asset class; experience in an institutional private fund marketing environment 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:

Outstanding verbal and written communication skills in English

Must have good technical knowledge and familiarity with private funds generally; ideally a solid understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types (pension funds, sovereign wealth funds, endowments, family offices, etc.)

High 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 able 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

Ideally strong relationship management skills and exposure in working 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

Salary: $120,000 - $150,000

***12-month temporary-to-hire opportunity

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Brookfield is 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.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.