Associate, Client Relationship Management

Location

Shanghai - 768 South Zhongshan 1st Road, Tower C, 11th Floor

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

Job purpose:

This is an opportunity for an Associate to join our Global Client Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to build new relationships for the Brookfield Private Funds, with a specific focus on institutional and family office investors in Greater China, and to maintain existing client relationships.

You will work across all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and stretch across all parts of the fundraising process (direct client communications, research, client / prospect due diligence). This role will give a driven candidate early exposure to institutional fundraising in the alternatives space, including career development opportunities along the way with an eye toward developing into a full-fledged institutional marketer further down the road.

Responsibilities:

• Support all aspects of client activities, including client prospect due diligence and onboarding processes:

• Coordinate and attend update meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)

• Cover on-site due diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)

• Where appropriate, directly communicate with clients to support their due diligence requests

• Maintain Brookfield’s internal CRM system (Salesforce), ensuring that the system is up to date for internal reporting purposes 

• Assist with ad-hoc Business Development activities

• Conduct alternative asset industry research and client-specific research:

• Complete ad-hoc profiles on prospects as needed

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

• Monitor 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

• Assist with conference/ meeting planning: setup, prepare and co-ordinate with different stakeholders (both within and beyond the organization)

• Facilitate broad investor communication initiatives

• Assist in client outreach and help expand client relationship base under the supervision of CRM China leadership

Qualifications:

• Bachelor’s degree in finance, economics, business management, or other relevant discipline

• Strong written and verbal communication skills in English and Chinese.

Experiences:

• Minimum 5 years of relevant working experience in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge 

• Strong investment and financial analytical capabilities and investment reporting experience

• Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus

• Team player with positive attitude and pro-active 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 in Chinese and English including preparation and delivery of presentations

• Self-motivated individual with a high level of attention to detail

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.