Associate, Asset- Finance Portfolio Management

Location

Brookfield Place New York – 225 Liberty Street, 8th Floor – Wealth Solutions

Investment Monitoring & Portfolio Oversight

Cash Flow Modeling & Analytics

Valuation & Reporting

• Partner with deal teams to transition investments post‑closing and define KPIs.
• Track KPIs and monitor performance across the asset‑based finance portfolio, assessing returns, risks, and concentrations on an ongoing basis.
• Analyze collateral and structural profile as well as market trends to identify emerging risks and elevate potential issues to the deal team and investment leadership.
• Maintain investment watchlists and work with the Risk team to ensure accurate internal risk designations.
• Maintain transaction‑level cash flow models upon handoff from the deal team, including working with consultants to implement deal models in Intex post‑closing.
• Roll forward cash flow projections and Intex models.
• Validate model outputs against legal documentation and trustee reports.
• Ensure model outputs are accurately reflected in Brookfield’s internal analytics systems.
• Ensure timely receipt and completeness of various reporting requirements from borrowers and originators.
• Maintain ongoing engagement with trustees, servicers, and third parties to ensure data accuracy and transparency.
• Coordinate with Trustee and Operations team to ensure timely production of monthly and waterfall reports.
• Validate waterfall reports and ensure alignment with deal documents.
• Coordinate quarterly valuation processes with third‑party providers.
• Support internal and external audits and respond to valuation‑related inquiries.
• Ensure consistency across investment, accounting, and reporting systems.

• Bachelor’s degree with an excellent academic record.
• 2‑4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset‑backed financing; experience in multiple asset classes is a plus.
• Ability to review and analyze monthly servicing reports and performance reports.
• Knowledge or familiarity with insurance investment management is a plus.
• Strong capabilities in MS Excel, PowerPoint, and Intex;
  Bloomberg experience is a plus.
• Proactive self‑starter with high attention to detail, intellectual curiosity, and motivation.
• Excellent organizational and communication (verbal and written) skills.

Salary Range: $150,000 - $180,000

Brookfield is an equal opportunity employer.