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Brookfield · 13 hours ago

Regional Analyst

New York, New York

Full-time

Onsite

New Grad, Entry Level

$75K/yr - $85K/yr

Brookfield is one of the world’s largest alternative asset managers, and they are seeking a Regional Analyst to join their US Sales team in New York. The role involves partnering with internal and external partners to develop new relationships with financial advisors and analyze sales trends.

Asset ManagementFinancial ServicesInfrastructureRenewable Energy

Responsibilities

Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors

Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors

Manage inbound calls from financial advisors

Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals

Develop and implement sales plan strategies with the primary focus of prospecting new business

Articulate fund objectives, discuss financial markets and portfolio strategies

Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts

Work with various departments/individuals within the organization to provide ‘Best in Class’ service to financial advisors

Demonstrates basic finance and analytical skills supporting investment and asset management activity

Handle daily administrative tasks to ensure maximum business efficiency (i.e., update and maintain contact management system)

Qualification

FINRA Series 7FINRA Series 63Capital MarketsAlternative InvestmentsMutual FundsPrivate EquitySales ExperienceClient First ApproachDigital ApproachCommunication SkillsWork Ethic

Required

Bachelor's degree or equivalent experience

FINRA Series 7 and 63 licensing a plus (must acquire within firm-defined time period)

Curiosity about sales, prior sales experience a plus

A strong desire to learn about Capital Markets, alternative investments, mutual funds, private equity, and the impact of economic factors

Consultative, client first approach

Strong written, verbal, and interpersonal communication skills

A digital and data-driven approach

Strong work ethic, high integrity, and strong values

Motivated to achieve success, personal growth and with the firm

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