Associate

Description

• Assist in the development and monitoring of budgets, ensuring accuracy and alignment with strategic goals
• Revenue and Fee Modeling for new products and customized client mandates
• Provide intra-quarter updates to senior management and the BAM IR and Finance teams
• Support the financial planning and analysis (FP&A) process, including forecasting, variance analysis, and scenario planning.
• Assist in preparation of the quarterly financial and management reporting for the group inclusive of asset raising updates and expenses – e.g. operating and performance metrics
• Team oversees the group’s financial accounts, cost controls, and cost allocation processes as well as accounts payable function, review process, reporting and controls
• Client commitment booking and reconciliation process within Salesforce and other relevant systems (Mercatus)
• Collaborate with various teams across Brookfield to gather relevant financial data and ensure timely reporting
• Data management for third party surveys and publications
• Provide ad-hoc financial analysis and support as needed.
• Manage expenses with key third party vendors and contracts
• Maintain and update financial models to support business planning and decision-making.

Requirements

• Investor Relations experience a plus;
• Bachelor’s degree in finance, accounting or another relevant discipline
• Excellent analytical and problem-solving skills.
• Advanced Excel skills including fee modelling and scenario analysis
• At least 5+ years of experience in Finance, FP&A, or Fund Accounting (accounting, reporting, forecasting, tax, treasury, corporate finance, capital markets,);
• Ability to work in a dynamic, fast-paced, global environment and to adapt quickly to changing priorities;
• Proficiency in financial modeling and data analysis.
• Understanding of fund performance calculations
• Detail-oriented with a high level of accuracy in work.
• Strong interpersonal and communication skills with a particular strength in dealing with a wide variety of individuals at various levels within and outside of the organization;
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Professional certification in accounting (e.g., CPA, ACCA, or equivalent).
• Excellent organizational skills and capability to effectively manage priorities while meeting timelines;

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance