Location
Brookfield Place - 181 Bay Street
Business - Global Client Group
Brookfield 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. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers.
Brookfield Culture
Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
Job Description
Purpose of the role:
The role of the Client Relationship Manager is to originate institutional investor relationships, raise capital and manage investor relationships in Central & Eastern Canada
Responsible for:
- Represent Brookfield among institutional investors in Central & Eastern Canada.
- Prospecting & originating relationships, including but not limited to:
- Developing a strategic business plan for raising institutional capital for Brookfield’s private market strategies.
- Conducting competitor analysis and research
- Managing and executing the outreach to investors
Fundraising
- Managing and executing fundraising of Brookfield’s private market strategies to institutional investors including:
- Initial pitches
- Facilitating investment professional meetings and due diligence processes
- Facilitating the closing and onboarding of investors
Managing investor relationships and supporting investors through the full life cycle of the relationship, including but not limited to:
- Managing investor request
- Coordinating client meetings, preparing briefing notes, attending meetings, taking meeting notes and tracking follow-ups/next steps
- Coordinating roadshows, conferences, and client events with respective teams
Bringing the Brookfield organization to the investor
- Managing the internal client relationship management database that tracks progress on marketing and relationship management activities
- Coordinating and collaborating with all parts of the Brookfield organization to enhance the interactions and value the investor
Qualifications, Experience and Skills
- Fluency in French strongly preferred
Experience
- 10+ years of professional experience ideally in funds management and/or IR, fundraising
- Experience with working with institutional investors
Preferable:
- Experience in real estate, infrastructure and/or private equity asset classes
- Experience in analyzing and summarizing complex information
- Fund marketing sales and support experience
- Experience working in an international organization and team
Key Competencies
- Ability to understand and anticipate client needs
- Inquisitive and high attention to detail
- Excellent planning and organizational skills
- Strong written and verbal communication skills and ability to share information in a clear and concise manner
- Team player with a positive attitude and proactive approach to work
- Able to develop strong internal and external network and build meaningful relationship
- 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
- Excellent interpersonal, analytical, and creative problem-solving ability
- Proficiency in Salesforce, Excel, Microsoft Word
Qualifications
- Appropriate college degree in accounting/finance/business
- Post graduate studies in finance, MBA, or CFA/CPA qualified would be highly regarded
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.
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