Associate, Client Relationship Management

Location

Business - Global Client Group

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 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

Purpose of the role:

The role of the CRM Associate is to work closely with the senior CRMs and support all aspects of fund marketing activities, client prospect due diligence and onboarding processes.

• Opportunity:

  • Work at a global leader in alternative investments covering all asset classes (infrastructure, real estate, private equity, and private credit)

  • Develop a deep understanding Brookfield’s private funds activities with the view to progress into a junior Client Relationship Management role longer-term

  • Contribute to the growth of Brookfield’s Private Markets client base in Australia

Responsible for:

• Work with Australian CRMs to originate new client investment activity and marketing of funds:

  • Research and support CRMs to implement client outreach plans.

  • Detailed research and analysis, leveraging market data and other sources with the aim to create targeted prospective investor lists for new fund strategies

• Relationship management

  • Assist in daily communication both internally (investor relations and Fundraise Management (“FM”) teams) and externally (prospects and existing investors)

  • Maintaining Brookfield’s internal CRM system (Salesforce) – ensuring current records and CRM activity is up to date

  • Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses

  • Liaise with Business Group Investor Relations to coordinate responses to incoming  requests from both existing and prospective investors

• Attend update meetings with senior CRMs and existing investors and cover on-site due diligence meetings:

  • Coordinate and attend meetings with Fundraise Management or Due Diligence Management (“DM”) and senior CRMs

  • Prepare premeeting reports and materials

  • Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals

  • Complete profiles and summaries on prospects, as needed

  • Coordinate follow-up outreach for senior CRMs

  • Communicate directly with investors, as needed

  • Organise data room access in order for clients to commence DD.

• Assist the GCG team with regional planning and reporting activities including:

  • Coordinating roadshows, conferences and investor meetings with respective Fundraise Management (“FM”) and Marketing Teams in conjunction with senior CRMs and APAC regional management

  • Coordinate and respond to adhoc requests from Fundraise Management and APAC management

  • Assisting with the annual business plan, including “bottom up” book build planning.

Qualifications, Experience and Skills:

A background in one or more of the following:

• Undergraduate degree in business or commerce with an excellent academic background

• 2-4 years of relevant working experience in the; financial services industry; alternative investment management; real estate, infrastructure, private equity, credit or alternative asset funds

Experience

• Experience in analyzing and summarizing complex materials

• Experience in a fast paced professional business environment

• Highly proficient in Microsoft Office, experience of Salesforce

Key Competencies

• Ability to anticipate client needs

• High attention to detail

• Team player with a positive attitude and pro-active approach

• Able to develop 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, including preparation and delivery of presentations

• Understanding that, as part of a global business, client meetings may be scheduled for before/after usual business hours.

• Interstate and offshore travel may be required to support fundraising efforts or training.

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.