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About the Role

Brookfield Wealth Solutions is seeking a professional to support senior team members in structuring private investments for an insurance balance sheet. This role involves preparing analyses, participating in rating agency calls, exploring novel structures, and working with legal counsel on transaction documentation. The position also requires building and maintaining cash flow models, analyzing rating agency methodologies, screening investment opportunities, and conducting market research.

Responsibilities

Support senior team members in structuring private investments for an insurance balance sheet.
Prepare analyses that inform structural decisions.
Participate in rating agency calls and track methodology changes.
Explore novel or bespoke structures for new and existing asset classes.
Work with legal counsel to draft, review, and mark up transaction documentation.
Coordinate with internal tax, legal, and accounting teams.
Build and maintain detailed cash flow and waterfall models for private asset-based transactions.
Collaborate with asset management and analytics teams to keep cash flow models current.
Analyze rating agency methodologies and regulatory capital treatment.
Screen potential investment opportunities, assessing fit against investment strategy.
Support due diligence on opportunities, including collateral-level data analysis.
Prepare investment committee memos and screening materials.
Monitor existing portfolio investments, tracking performance and flagging risks.
Conduct market and sector research to inform investment decisions.

Requirements

Bachelor’s degree with an excellent academic record.
Minimum 2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financings.
Experience in multiple asset classes is a plus.
Exposure to rating agency processes and securitization methodologies.
Direct rating agency interaction is a plus.
Knowledge or familiarity with insurance investment management is a plus.
Proactive self-starter with high attention to detail, intellectual curiosity, and motivation.
Ability to work concurrently across multiple live transactions and asset classes.
Excellent organizational and communication (verbal and written) skills.

Skills

MS Excel
MS PowerPoint
VBA
Intex

Location

Brookfield Place New York - 225 Liberty Street, 8th Floor

Work Type

Full-time

Experience Level

2-4 years

Education Level

Bachelor's degree

Salary/Compensations

$150k - $220k

Benefits

Short-term incentive program (cash bonus)

About the Company

Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions.
Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance.
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.

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.