Brookfield · 3 months ago
Associate, Diligence Management, Open-Ended Core Infrastructure
New York, New York
Full-time
Onsite
Mid Level
$120K/yr - $150K/yr
4+ years expBrookfield 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. The Associate is expected to manage all aspects of the due diligence process for investors, developing and managing required due diligence deliverables and working closely with stakeholders to respond to investor diligence requests.
Asset ManagementFinancial ServicesInfrastructureRenewable Energy
Responsibilities
Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc
Complete quarterly suite of deliverables to consultants and provide regular data and content updates to consultant databases
Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process
Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including managing calls, meetings, asset tours, arranging on-sites, due diligence days, etc
Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients
Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
Building a thorough understanding of the firm's infrastructure products, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content; develop a deep understanding of Brookfield’s infra business, being able to clearly and succinctly communicate the Brookfield story to investors
Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc
Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members under tight deadlines and across jurisdictions
Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)
Qualification
Required
Bachelor's degree in finance, economics, business management, marketing, communications or other relevant discipline
4+ years of experience in private fund marketing, due diligence, client services or other fundraising or client function. Experience in core-infrastructure is strongly preferred
Familiarity with investment products and services, including a strong understanding of the infrastructure asset class; experience in an institutional private fund marketing environment is highly desired
Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred
Experience in high volume processes and technology enabled solutions
Outstanding verbal and written communication skills in English
Must have good technical knowledge and familiarity with private funds generally; ideally a solid understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types (pension funds, sovereign wealth funds, endowments, family offices, etc.)
High attention to detail in written materials and quantitative data is crucial
Strong understanding of due diligence processes, with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments
Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm
Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)
Proficiency with Microsoft Office Suite
Excellent planning and organizational skills
Ideally strong relationship management skills and exposure in working across multiple countries, being able to flex communication style to diverse geographies and investors
Shares information with team members in a clear and concise manner
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
Self-motivated and proactive, both with respect to managing workload and own professional development
Preferred
Experience in core-infrastructure is strongly preferred
Experience in an institutional private fund marketing environment is highly desired
Experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred
Company
Brookfield
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.
1001-5000 employees
H1B Sponsorship
Brookfield has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (12)
2023 (13)
2022 (2)
2021 (2)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-11-13Post Ipo Debt· $1B
2025-09-04Post Ipo Debt· $750M
2025-04-22Post Ipo Debt· $750M
Leadership Team
Brian Kingston
Chief Executive Officer
James Flatt
Chief Executive Officer
Recent News
The Motley Fool
2026-01-13
Morningstar.com
2026-01-11
The Motley Fool
2026-01-11
Company data provided by crunchbase