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Brookfield · 22 hours ago

Assistant Vice President, Investor Relations

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$120K/yr - $135K/yr

7+ years exp

Brookfield is a leader in the Public Securities sector, focusing on real assets through actively managed investment strategies. The Assistant Vice President will support business development efforts, manage client relationships, and collaborate with various teams to enhance client communication and reporting.

Asset ManagementFinancial ServicesInfrastructureRenewable Energy

Responsibilities

Support institutional relationship management clients & prospects

Assist in identifying and pursuing new client relationships

Leverage Salesforce CRM to assist with managing the Team’s sales territories, key prospects, opportunity pipeline, and marketing campaigns. Help maintain and improve the data within the CRM

Supporting new business development opportunities through the prospective client due diligence life cycle; helping to coordinate meeting prep and post meeting follow up

Collaborate with marketing, sales, and product teams to help align business development strategies

Understanding reporting requirements / executing on deliverables in collaboration with the Product Specialist Team

Developing and maintaining knowledge of product offerings, systems and processes to support and service prospect and client relationships

Support & oversee all aspects of client/prospect communication, from routine day-to-day inquiries to strategic business communications

Work closely with Marketing and RFP teams in order to improve the content and messaging within marketing materials and RFPs/RFIs

Working closely with internal teams, including Legal/Accounting, Operations to respond to client inquiries

Manage client onboarding process to allow for smooth and efficient new client investments in separately managed accounts, commingled vehicles, mutual funds and private funds

Ensuring timely client deliverables – client reporting, presentation materials

Participate in internal working groups and committees to represent client interests

Understand and interpret business processes, workflows, and systems to identify solutions or opportunities for department improvements (improve team efficiency and costs)

Qualification

Client relationship managementBusiness developmentSalesforce CRMCFAMBASeries 763 licensesEVestmentCommunication skillsInterpersonal skillsAttention to detailSelf-motivatedCollaborative

Required

Bachelor's Degree required

7+ years of institutional experience in client relationship management or institutional business development

Series 7 and 63 licenses required or must be obtained within 90 days of start date

Ability to deliver clear, effective communication and take responsibility for understanding others

Ability to build and maintain working relationships with others to achieve objectives

strong interpersonal skills as this role requires the ability to build excellent working relationships with many internal and external parties

Dedication to detail and follow-up

Strong written and verbal communication skills. Able to present ideas with precision, passion and conviction

Able to adapt to fast changing environment

Strong attention to detail and highly organized

Self-motivated and proactive with respect to managing workload and new business origination

Self-starter with strong work ethic and results orientation

Ability to collaborate with individuals at all levels of a high performing organization

Preferred

Progress towards CFA, MBA or other advanced financial certification/degree beneficial

Experience with eVestment, Salesforce and knowledge of industry publications preferred

Experience with Real Assets preferred

Company

Brookfield

Glassdoor3.7

We are a leading global investment firm that invests on behalf of institutions and individuals around the world, with the goal of helping them to create long-term, sustainable wealth.

Founded in 1899

Toronto, Ontario, CAN

1001-5000 employees