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About the Role

The Client Associate Function supports fundraising and client servicing efforts for institutional investors in Germany, Austria & Central Eastern Europe (DACEE) across Real Estate, Infrastructure, Renewable Power/Transition, Private Equity, and Credit. The role involves all aspects of the fundraising process and supporting existing investor relationships.

Responsibilities

• Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes.
• Work with CRMs to originate new client investment activity across the DACEE region.
• Coordinate dedicated DACEE client events in conjunction with the Events team.
• Coordinate and attend update/diligence meetings with investment teams, preparing pre-meeting reports and materials, and coordinating follow-up.
• Support clients through due diligence in collaboration with the diligence team.
• Service investors by assisting clients with requests and ongoing investor queries in collaboration with CSRs.
• Support investors' onboarding and subscription documentation processes.
• Support CRMs and CSRs with Brookfield’s internal CRM system (Salesforce), ensuring the system is up to date for internal reporting and tracking of opportunities.
• Assist with ad-hoc business development activities.
• Conduct alternative asset industry research and client-specific research to map out the DACEE market.
• Monitor industry press for information relating to prospects and competitors.
• Help coordinate road shows, conferences, and investor meetings in conjunction with Fundraise Management Teams, Diligence Teams, Events Teams, and Coordinators.

Requirements

• Undergraduate degree.
• Postgraduate studies in finance such as CFA, MBA, or CA/CPA advantageous.
• Relevant experience (3+ years) in the financial services industry, ideally in a client-facing role within asset management.
• Strong investment and financial analytical capabilities.
• Knowledge of private markets/alternative investments is a bonus.
• Strong time and project management skills.
• High proficiency in Microsoft Office (Word, PowerPoint, and Excel).
• Experience of Salesforce is ideal but not required.
• Team player with a positive attitude, collaborative mindset, desire to learn, and proactive approach to work.
• Ability to develop strong internal/external relationships.
• Ability to multi-task, project manage, 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.
• Self-motivated with a high level of attention to detail.
• Fluency in German and English is a requirement.

Skills

• Microsoft Office (Word, PowerPoint, and Excel)
• Salesforce
• Interpersonal skills
• Analytical skills
• Creative problem-solving
• Written communication
• Verbal communication
• Attention to detail

Location

• London

Work Type

• Full-time

Experience Level

• 3+ years

Education Level

• Undergraduate degree
• CFA
• MBA
• CA/CPA

About the Company

• 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 needs 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 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.
• Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit.
• Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy.
• Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world—including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors.
• Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges.
• Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.

Equal Opportunity

• 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.