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About the Role
The Associate will join the M&A team within Brookfield Wealth Solutions, assisting senior members in identifying, originating, and executing investments, with a primary focus on insurance and broader financial services opportunities. This dynamic role involves the entire investment process and ongoing portfolio management.
Responsibilities
- Participate in due diligence of potential investments, including identifying key investment merits and risks, meeting with management, reviewing transaction documentation, and working with third-party advisors.
- Assist in the preparation and presentation of investment committee memos, presentations, and other analyses to support investments.
- Perform extensive independent work in the development of financial models and investment thesis.
- Conduct market research to support the development of investment strategies and to identify transaction opportunities.
- Help lead coverage of the insurance sector and work with senior members of the team to maintain a view of opportunities and trends.
- Build relationships with frequent contacts across the organization and assist with the management of our insurance operating businesses.
Requirements
- Degree in finance, accounting, or related business discipline.
- One to three (2-3) years of work experience in Investment Banking, M&A, or other relevant areas.
- Experience covering financial services with experience in insurance and asset management required.
- A professional, positive attitude and capable of contributing to a dynamic and team-oriented culture.
- Experience conducting research and due diligence, evaluating transaction opportunities, performing financial and valuation analysis, and producing “client ready” investment materials.
- High level of proficiency in PowerPoint and Excel and outstanding financial modeling skills.
- Judgement, critical thinking and strong quantitative and analytical skills combined with attention to detail and thoroughness, with the ability to assess complex situations and make effective recommendations.
- Ability to adapt to new challenges in a dynamic and fast-paced environment.
- Self-motivated and proactive with the ability to operate independently and willingness to own and improve processes.
- Strong interpersonal, written and verbal communication skills with a proven track record of working with individuals across various levels and backgrounds.
- Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines and the ability to deal professionally with internal and external stakeholders.
- Interest in continuous improvement of our processes and outputs.
- Demonstrates a commitment to shared success above personal accomplishment or recognition.
- High degree of professional ethics and integrity.
Skills
- Financial modeling
- PowerPoint
- Excel
- Research
- Due diligence
- Financial analysis
- Valuation analysis
- Investment thesis development
- Market research
- Interpersonal communication
- Written communication
- Verbal communication
- Organizational skills
- Critical thinking
- Quantitative analysis
- Analytical skills
Location
- Brookfield Place New York - 225 Liberty Street, 8th Floor
Work Type
- Full-time
Experience Level
- Associate
- 1-3 years
Education Level
- Degree in finance, accounting, or related business discipline
Salary/Compensations
- $150k - $200k
Benefits
- Base salary
- 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. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.