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Brookfield · 2 months ago

Senior Associate, Sales Support

Chicago, Illinois

Full-time

Onsite

Mid, Senior Level

$85K/yr - $110K/yr

3+ years exp

Brookfield Asset Management LLC is a leading investment management firm specializing in real assets and public securities. They are seeking a Senior Associate to join their Investor Relations & Sales Support Team, where the role involves supporting client relationship efforts, ensuring timely deliverables, and conducting industry research.

Asset ManagementFinancial ServicesInfrastructureRenewable Energy

Responsibilities

Supporting the institutional investor relations and sales teams in their day-day client relationship efforts

Understanding client reporting requirements / executing on deliverables in collaboration with the Product Specialist and Marketing Teams

Develop and maintain knowledge of Brookfield’s product offerings, systems and processes to support client relationships

Ensure timely client deliverables – client reporting, presentation materials

Understand and interpret business processes, workflows, and systems to identify solutions or opportunities for automation

Help to coordinate meeting prep and post meeting follow up

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

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

Identify opportunities to enhance the reporting platform by helping with automation and collaborating with teams across the organization

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

Conducting industry research and client-specific research

Compiling detailed pre-meeting reports for each client/prospect meeting involving Brookfield investment professionals

Detailed research and analysis, leveraging market data and other sources, with the aim of creating targeted prospective investor campaigns and targeted marketing outreach

Monitoring industry press for information relating to our respective prospects and competitors

In conjunction with PSG Marketing, create and manage product-specific marketing materials, investor presentations, case studies, fact sheets and other documents

Qualification

Client relationship managementInvestor relationsInstitutional business developmentSeries 7 licenseSeries 63 licenseCommunication skillsAttention to detailOrganizational skillsCollaboration skills

Required

Bachelor's Degree required

3-6 years of experience in client relationship management, investor relations or institutional business development

Series 7 and 63 licenses preferred or must be obtained

Ability to deliver clear, effective communication and take responsibility for deliverables

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

Strong written and verbal communication skills

Able to adapt to fast changing environment

Strong attention to detail and highly organized

Strong work ethic and results orientation

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

Preferred

Series 7 and 63 licenses preferred or must be obtained

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