Associate, Investments

Location: New York

Location Brookfield Place New York - 225 Liberty Street, 8th Floor Business - Wealth Solutions Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance

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 The Associate will join the M&A team within Brookfield Wealth Solutions. The individual will assist senior members of the team to identify, originate, and execute investments with a primary focus on insurance and broader financial services opportunities. The individual will be expected to take a central role in the continued development of the team’s work in the insurance sector and will work closely with junior and senior team members, senior members of Brookfield’s management team, and portfolio companies.

This is a highly dynamic role with involvement throughout the investment process and ongoing portfolio management

Responsibilities:

Participate in due diligence of potential investments, including identifying key investment merits and risks, meeting with management, reviewing transaction documentation, and working in conjunction with third-party advisors as required

Assist in the preparation and presentation of investment committee memos, presentations, and other analyses to support investments

Perform extensive independent work in the development of financial models and investment thesis

Conduct market research to support the development of investment strategies and to identify transaction opportunities

Help lead coverage of the insurance sector and work with senior members of the team to maintain a view of opportunities and trends

Build relationships with frequent contacts across the organization and assist with the management of our insurance operating businesses

Qualifications & Requirements:

Degree in finance, accounting, or related business discipline

One to three (2-3) years of work experience in Investment Banking, M&A, or other relevant areas

Experience covering financial services with experience in insurance and asset management requiredA professional, positive attitude and capable of contributing to a dynamic and team-oriented culture

Experience conducting research and due diligence, evaluating transaction opportunities, performing financial and valuation analysis, and producing “client ready” investment materials

High level of proficiency in PowerPoint and Excel and outstanding financial modeling skills

Judgement, critical thinking and strong quantitative and analytical skills combined with attention to detail and thoroughness, with the ability to assess complex situations and make effective recommendations

Ability to adapt to new challenges in a dynamic and fast-paced environment

Self-motivated and proactive with the ability to operate independently and willingness to own and improve processes

Strong interpersonal, written and verbal communication skills with a proven track record of working with individuals across various levels and backgrounds

Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines and the ability to deal professionally with…