Associate, Client Relationship Management Specialist

2 weeks ago


Beijing, Beijing, China Brookfield Asset Management Full time

Job Title: Associate, Client Relationship Management

About the Role

This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management, focusing on supporting senior client relationship managers in building new relationships for Brookfield Private Funds, with a specific focus on institutional investors in Greater China, and maintaining existing client relationships.

The Associate will work across all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and across all parts of the fundraising process (direct client communications, research, client/prospect due diligence). This role offers early exposure to institutional fundraising in the alternatives space, including career development opportunities, with an eye toward developing into a full-fledged institutional marketer further down the road.

Key Responsibilities

  • Support all aspects of client activities, including client prospect due diligence and onboarding processes
  • 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)
  • 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
  • Complete ad-hoc profiles on prospects as needed
  • 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

About You

  • Bachelor's degree in finance, economics, business management, marketing, communications, or other relevant discipline
  • Strong written and verbal communication skills in English and Chinese
  • 2-5 years of relevant working experience in the financial services industry; property, infrastructure, private equity, or alternative asset funds knowledge
  • Strong investment and financial analytical capabilities and investment reporting experience
  • Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus
  • Team player with a positive attitude and proactive approach to work
  • Able to develop a strong internal/external network and ability to build relationships and work with professionals around the organization
  • 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
  • Excellent interpersonal, analytical, and creative problem-solving ability
  • Strong written and verbal communication skills in Chinese and English, including preparation and delivery of presentations
  • Self-motivated individual with a high level of attention to detail


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