Associate, Client Relationship Management
5 months ago
Job Description
About the role
This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to build new relationships for the Brookfield Private Funds, with a specific focus on institutional investors in Greater China, and to maintain existing client relationships.
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 (direct client communications, research, client / prospect due diligence). This role will give a hungry, energetic candidate early exposure to institutional fundraising in the alternatives space, including career development opportunities along the way with an eye toward developing into a full-fledged institutional marketer further down the road.
The responsibilities of the role include:
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) 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: 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 co-ordinate with different stakeholders (both within and beyond the organization) Facilitate broad investor communication initiativesAbout 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 positive attitude and pro-active 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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Beijing, Beijing, China Brookfield Asset Management Full timeJob Title: Associate, Client Relationship ManagementAbout 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...
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Beijing, Beijing, China Brookfield Asset Management Full timeJob Title: Associate, Client Relationship ManagementAbout the RoleThis 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...
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Beijing, Beijing, China Brookfield Asset Management Full timeAbout the RoleThis is an exciting opportunity to join the Global Client Group at Brookfield Asset Management as an Associate, where you will support senior client relationship managers in building new relationships and maintaining existing ones with institutional investors in Greater China.As an Associate, you will work across various asset classes,...
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Beijing, Beijing, China Brookfield Asset Management Full timeAbout the RoleThis is an exciting opportunity to join the Global Client Group at Brookfield Asset Management as an Associate, where you will support senior client relationship managers in building new relationships and maintaining existing ones with institutional investors in Greater China.As an Associate, you will work across various asset classes,...
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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...
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