Brookfield · 2 days ago
Analyst/Associate - Investment Strategy
New York, New York
Full-time
Onsite
Entry, Mid Level
$120K/yr - $160K/yr
1+ years expBrookfield is a leading company focused on securing the financial futures of individuals and institutions through a range of retirement services and wealth protection products. They are seeking an Analyst/Associate to join their New York-based investment team, where the individual will contribute to developing and implementing the insurance investment strategy across various asset classes.
Asset ManagementFinancial ServicesInfrastructureRenewable Energy
Responsibilities
Work closely with portfolio management to establish and track strategic asset allocation and portfolio performance to ensure we achieve business objectives
Prepare investment presentations, proposals, and reports to communicate our investment strategies and structures, including regular updates to senior leadership
Help coordinate across sectors and managers to implement investment strategy, including communicating investment needs, managing pipelines, tracking deployment and evaluating performance
Support refinement of investment strategy based on internal and external considerations such as capital and liquidity, ALM, regulatory frameworks, market opportunities, relative value, industry trends and competitive dynamics within the insurance asset management sector
Support preparation of materials on BWS’ investment strategy for various external forums such as diligence sessions and rating agency meetings
Track investment assumptions to be used in forecasting and modelling and ensure ongoing alignment with other internal stakeholders
Assist with planning and execution of internal strategic initiatives
Qualification
Required
Bachelor's degree in finance, accounting or related business discipline with an excellent academic record
1-3 years of asset allocation, portfolio management, cross asset class experience, or insurance related experience. CFA designation is a plus
Knowledge of private funds, including understanding of typical fund legal structures, cash flow profile, fees, performance metrics, etc
Excellent verbal and written communication skills
Above-average capabilities in MS Excel and PPT
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Self-motivated and proactive with the ability to operate independently
Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines in a very fast-paced and team-oriented environment
Benefits
Short-term incentive program (cash bonus)
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
2026-01-17
Alternative Credit Investor
2026-01-16
Company data provided by crunchbase