Associate, Client Relationship Management Professional

2 weeks ago

Beijing, Beijing, China Brookfield Asset Management Full time

**Job Summary**

This position is an Associate level opportunity within the Global Client Group at Brookfield Asset Management, focusing on supporting senior client relationship managers in building new relationships for Brookfield Private Funds, particularly with institutional investors in Greater China.

The Associate will work across various asset classes (Real Estate, Infrastructure, Renewables, Private Equity) and aspects of the fundraising process, including direct client communications, research, and client/prospect due diligence. This role offers early exposure to institutional fundraising in the alternatives space, along with career development opportunities.

Key Responsibilities

  • Support client activities, including client prospect due diligence and onboarding processes.
  • Coordinate and attend update meetings with investment teams, preparing pre-meeting reports and materials.
  • Cover on-site due diligence meetings with investment teams, preparing reports and coordinating follow-up.
  • Communicate directly with clients to support 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.
  • Complete ad-hoc profiles on prospects as needed.
  • 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 prospects and competitors.
  • Coordinate road shows, conferences, and investor meetings with the Communications and Project Management Teams.
  • Assist with conference/meeting planning, setup, preparation, and coordination with stakeholders.
  • Facilitate broad investor communication initiatives.

Requirements

  • Bachelor's degree in finance, economics, business management, marketing, communications, or a relevant discipline.
  • Strong written and verbal communication skills in English and Chinese.
  • 2-5 years of relevant working experience in the financial services industry, preferably in property, infrastructure, private equity, or alternative asset funds.
  • Strong investment and financial analytical capabilities and investment reporting experience.
  • Proficient in Microsoft Office (Word, PowerPoint, and Excel), with experience in Salesforce a plus.
  • Team player with a positive attitude and proactive approach to work.
  • Able to develop a strong internal/external network and build relationships with professionals within the organization.
  • Proactively seeks opportunities to engage in more challenging projects.
  • Ability to multi-task and work in a fast-paced, team-oriented environment.
  • Excellent interpersonal, analytical, and creative problem-solving skills.
  • Strong written and verbal communication skills in Chinese and English, including presentation preparation and delivery.
  • Self-motivated individual with a high level of attention to detail.

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