Brookfield · 2 months ago
SVP/VP - Infrastructure Transition Investment Specialist
New York, New York
Full-time
Onsite
Mid, Senior Level
$225K/yr - $300K/yr
7+ years expBrookfield is one of the world’s largest alternative asset managers, and they are seeking a Vice President/Senior Vice President to join their Investment Specialist team in New York. This role focuses on fundraising and business development for Brookfield’s Infrastructure, Renewable Power & Transition funds, requiring significant collaboration with various internal groups and client-facing interactions with institutional investors globally.
Asset ManagementFinancial ServicesInfrastructureRenewable Energy
Responsibilities
Product knowledge: be a subject matter expert on Brookfield’s Infrastructure, Renewable Power & Transition funds and investments by participating in internal investment and asset management meetings to be able to communicate the group’s investors effectively to investors and the market
Fundraising and business development: lead or participate in fundraising initiatives by meeting with prospective clients and during roadshows, investor events, conferences, which will include frequent travel to various parts of the world
Product launches: be an active participant in forming and executing fundraising strategies and drive fundraising momentum in the market by partnering with CRMs, the Infrastructure, Renewable Power & Transition groups and fundraise management
Investment Product Messaging: help develop and refine investor messaging to engage clients and prospects, in coordination with the CRMs
Marketing: Partner with the marketing team on idea creation and development of materials for investors, including presentations, white papers and other investor communications
Strategic Initiatives: assist in researching and implementation of new product ideas and support the build-out of distribution capabilities with new markets, investor types and product offerings
Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc
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
Creation and maintenance of due diligence materials (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
Building a thorough understanding of the firm's credit products, SMA capabilities, 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 credit 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
7+ years of total professional experience in any of the following disciplines within real assets: investing/asset management, investment banking, corporate development, investor relations
Proven ability to cultivate and maintain long-term relationships with investors
Excellent interpersonal and communication skills (verbal and written) – must show aptitude for explaining technical concepts clearly and simply to clients
Superior listening, problem solving and follow up skills
Ability to balance internal and external demands and priorities
Strong relationships skills and ability to collaborate across groups and share information
Self-starter who originates ideas, and identifies and captures opportunities
Highly collaborative; strong team player
Bachelor's degree in finance, economics, business management, marketing, communications or other relevant discipline
2-4 years of experience in private credit marketing, due diligence, sales, client services or other fundraising or client function
Familiarity with investment products and services, including a strong understanding of the private credit asset class and investment strategies; experience in an institutional 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
Good technical knowledge and familiarity with the private credit asset class and 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.)
Outstanding verbal and written communication skills in English
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
Proficiency with Microsoft Office Suite
Excellent planning and organizational skills
Ability to multi-task, prioritize effectively 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 relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)
Experience in high volume processes and technology enabled solutions
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
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
Private Equity Wire
2026-01-22
Latest News From Euronews | Euronews RSS
2026-01-22
Company data provided by crunchbase