Senior Associate, Client Relationship Management

Senior Associate, Client Relationship Management

Location: Collyer Quay Centre - 16 Collyer Quay, #19-00, Singapore

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

About the role: This role is a Senior Associate level opportunity in the Global Client Group at Brookfield Asset Management, focusing on supporting the senior client relationship managers (CRMs) in raising capital for the Brookfield Global Client Group, specifically targeting institutional investors in South Asia & Taiwan, and maintaining existing client relationships.

The Senior Associate will work across all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and throughout the fundraising process (marketing activities, direct client communications, research, client/prospect due diligence).

Responsibilities:

• Supporting all aspects of fund marketing activities, client prospect due diligence, and onboarding processes.
• Working with CRMs to originate new client investment activity.
• Coordinating and attending update meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up).
• Coverage of on-site due diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up).
• Where appropriate, directly communicating with clients to support their due diligence requests.
• Maintaining Brookfield’s internal CRM system (Salesforce), ensuring that the system is up to date for internal reporting purposes.
• Assisting with ad-hoc Business Development activities.
• Conducting alternative asset industry research and client-specific research.
• Compiling detailed pre-meeting reports for each client meeting involving Brookfield investment professionals.
• Completing ad-hoc profiles on prospects as needed.
• Detailed research and analysis, leveraging market data and other sources, to create targeted prospective investor lists for new funds and strategies.
• Monitoring industry press for information relating to our respective prospects and competitors.
• In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences, and investor meetings.
• Assisting with conference/meeting planning: setup, prepare and co-ordinate with different stakeholders (both within and beyond the organization).
• Facilitating broad investor communication initiatives.

About you:

• Bachelor’s degree in finance, economics, business management, marketing, communications, or other relevant discipline.
• Fluency in Mandarin would be an advantage.
• 5-7 years of experience in private equity investments (LP or GP), fund marketing, due diligence, sales, client services, or other fundraising or client functions.
• Strong understanding of the fundraising process (from early-stage dialogue to process completion).
• Demonstrated understanding of the fund subscription processes and key negotiation items.
• Demonstrated ability to manage investor meetings as required and to identify cross-selling opportunities.
• Required understanding of corporate valuations, competitive landscape, and positioning of funds.
• Undergraduate degree with an excellent academic background.
• Postgraduate studies in finance such as CFA, MBA, or CA/CPA a plus.
• Strong investment and financial analytical capabilities and investment reporting experience.
• Highly proficient in Microsoft Office (Word, PowerPoint, and Excel); experience with Salesforce a plus.
• Team player with a positive attitude and proactive approach to work.
• Able to develop a 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.
• Self-motivated individual with a high level of attention to detail.

Brookfield Asset Management does not accept unsolicited resumes from recruitment agencies. Any resumes submitted without a prior request from us will be considered the property of Brookfield and we may choose to engage with the candidate directly. We respectfully request that recruitment agencies do not contact us regarding this position.

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.