Specialist, Investment Operations

Business - Credit

Brookfield Credit manages approximately $305 billion of assets globally, focused on a broad range of private credit investment strategies, including infrastructure and renewable credit, real estate, asset backed, and corporate credit. Return profiles span investment grade, sub-investment grade, and opportunistic. The business combines Brookfield’s substantial credit history with strategic partners, including Oaktree Capital Management, Castlelake, LCM Partners, 17

Capital, and Primary Wave Music. As one of the world’s largest and most experienced credit managers globally, we deliver flexible, specialized capital solutions to borrowers, and attractive risk-adjusted returns to our investors

Brookfield Place - 181 Bay Street

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.

Specialist/Senior Specialist, Investment Operations (Private Asset Servicing – PAS)

Private Asset Servicing (PAS) supports the end-to-end operational servicing of private and alternative investment portfolios, including private credit, private equity, infrastructure, real estate, and other bespoke investment structures. The team partners closely with Investments, Legal, Accounting, Trade Operations, a dedicated Reconciliations team, administrators, custodians, agents, and external service providers to ensure accurate execution, monitoring, and ongoing servicing of private securities throughout their lifecycle.

This role works is well suited for an individual with a solid foundation in asset servicing, investment operations, middle office, or fund accounting who is comfortable reviewing deal documentation, understanding trade mechanics, coordinating with multiple stakeholders, and investigating complex lifecycle events across private securities.

• Support the end-to-end operational lifecycle of assigned private investments, including onboarding, deal closing, funding, ongoing servicing, repayments, interest payments, resets, amendments, restructurings, assignments, transfers, corporate actions, and covenant-related activity.
• Own or support assigned issuers and assets from deal close through ongoing servicing, ensuring clear accountability for asset-level activity, open items, and required follow-ups.
• Continue to support client/account ownership responsibilities, including month-end close, position confirmations, reconciliation sign-offs, accounting alignment, and audit support.
• Review and interpret legal and transaction documents, including credit agreements, confirmations, capital call notices, amendment documents, agent notices, and related documentation, to support accurate operational setup and servicing.
• Translate key economic and operational terms from legal documentation into operational workflows, system setup, ongoing monitoring, and required servicing actions.
• Coordinate operational readiness for new deals, including funding requirements, trade setup, account requirements, counter party details, stakeholder contacts, and required documentation.
• Ensure assets are created fully and accurately across relevant platforms and records as applicable.
• Review funding requests, validate key economics, coordinate liquidity checks with the relevant client/account owner, and liaise with stakeholders to support timely execution.
• Review and help prepare private asset trades and funding activity in IBOR or other applicable systems, ensuring details are complete…