Associate, Partner Relations Job at Brookfield Asset Management
locations
New York, New York
time type
Full time
posted on
Posted 30+ Days Ago
job requisition id
R2028413
Location
Brookfield Place New York - 225 Liberty Street
Business - Brookfield Oaktree Wealth Solutions
Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
Brookfield Oaktree Wealth Solutions is a newly created entity serving the global wealth management channel, delivering the strength and expertise of Brookfield and Oaktree across private and public funds. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.
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
We are seeking an Associate to join the Partner Relations team, who will help support product launches amongst private wealth platforms globally. The individual will be a generalist, working across geographies supporting the Partner Relations Regional Leads. Specifically, this includes aiding in project managing product launches across a variety of workstreams including: operational and investment diligence, operation set-up, legal, compliance and marketing materials. The individual will cover all products provided to Private Wealth Clients spanning across our private funds (close- and open-ended), semi-liquid vehicles and daily liquid public securities.
The role is a combination of project management and hands-on execution to ensure that new clients onboarding is accomplished within the deadlines. The individual will be responsible for following internal processes and procedures to ensure timeliness, quality, integrity, and consistency of communications.
The Partner Relations group is responsible for project managing all product launch initiatives on private wealth platforms globally. Team members partner with Business Development CRMs to ensure BOWS successfully launches funds on partner platforms on time and ensures Brookfield and Oaktree are best represented to our Partners.
Specific Responsibilities
- Play an integral role in seamless onboarding and product launch process
- Support the private wealth client relationship management team in managing key client relationships
- Partner with Regional Leads on the Partner Relations team to support product launches
- Be responsible for key workstreams in product launch process, under the guidance of Partner Relations Regional Leads
- Assist with due diligence requests and queries from prospects, while working with products’ project management and specialist teams
- Leverage expertise and information from the global project management, operations, legal and compliance teams to assist in client onboarding and product launch
- Liaise with Brookfield and Oaktree marketing stakeholders on the production of product materials and launch of new funds in the region
- Interact with the sales team and end client on product campaigns
- Work across global regions supporting private wealth product launches, based on workload and need
- Interact directly with clients, as needed, in a professional and timely manner
Qualifications
- Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.
- 1-3 years of experience at a wealth management or asset management firm
- High proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.)
- Team player with positive attitude and pro-active approach to work with a strong sense of responsibility and ownership spirit
- Willingness to be flexible with working hours as part of a global organization
- Excellent planning and organizational skills
- Be structured, meticulous and detail-oriented
- Able to work individually
- Strong work ethic with genuine passion for excellence
- Excellent interpersonal and communication skills, both written and verbal
- Series 7 and 63 Licensed (or willingness to acquire)
Salary Range:
$70,000 - $90,000
Our compensation structure is comprised of a base salary, 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.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
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