Senior Associate, Global Client Group – Diligence Management; Infrastructure​/Energy

Location

Brookfield Place New York - 225 Liberty Street, 8th Floor

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 needsof 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 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.

The Associate is expected to manage all aspects of the due diligence process, partnering directly with prospective investors, CRMs, and other stakeholders. This includes creating initial diligence materials and deliverables during fundraising, including RFPs, DDQs, and other materials, as well as coordinating client calls, meetings, asset tours, and on-site meetings to advance investor due diligence processes. Over time, the Associate is expected to develop significant expertise in the firm’s infrastructure and energy product offerings and serve as a client-facing contact, working directly with investors to guide them through the due diligence process.

The role’s responsibilities include:

• Developing and managing the due diligence deliverables required to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD/ODD presentations, and related materials

• Completing the quarterly suite of deliverables for consultants and providing regular data and content updates to consultant databases

• Working closely with stakeholders, especially the Investor Relations team and investment professionals, to respond to investor diligence requests and provide nuanced technical materials that advance the fund diligence process

• Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts, including Tax, Legal, Operations, and other teams, as part of the fund due diligence process. This includes managing calls, meetings, asset tours, on-site meetings, due diligence days, and related activities

• Creating initial due diligence materials prior to fund launch, including standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, and related materials

• Building a thorough understanding of the firm’s infrastructure and energy products, investment strategies, portfolio, corporate structure, history, and operations to facilitate the accurate and consistent creation of diligence content; developing a deep understanding of Brookfield’s infrastructure and energy business and the ability to clearly and succinctly communicate the Brookfield story to investors

• Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, and related resources

• Demonstrating excellent interpersonal and communication skills, both verbal and written, and the ability to work directly with clients, CRMs, senior investment professionals, and other team members under tight deadlines and across jurisdictions

• Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintaining marketing collateral during the fundraising period, such as pitchbook presentations, standard DDQs, case studies, and related materials

• Bachelor’s degree in finance, economics, business management, marketing, communications, or other relevant discipline

• 6+ years of experience in private fund marketing, due diligence, client services or other fundraising or client…