Senior Analyst, Investment Operations at Brookfield in Toronto, Ontario, Canada | Kablio

Role

Description

trade settlement

cash reconciliation

system integration

kyc onboarding

ad-hoc reporting

portfolio updates

Support in the implementation of complex transactions, product launches, closures and other initiatives
Support trade settlement and life-cycle management across various asset types both public and private. Assist with trade booking and settlement via DTC at various custodians.
Conduct reconciliation of cash and positions, ensuring alignment between our records and administrators.
Make sure all the procedures are documented and maintained.
Collaborate with technology services for integration and process enhancement, while actively participating in system implementation projects for ongoing process improvements
Support onboarding and KYC process with borrowers and trading counterparties.
Monitor changes to existing portfolios and apply the changes to all back-office systems.
Design ad-hoc reports for special requests from clients or internal requests.
Work and communicate directly with various teams including investment, legal, accounting, escalating to manager in a timely manner when required.

Requirements

excel

power bi

vba

cpa

accounting

analytical

Superior communication (oral and written) and interpersonal skills.
Proficient in various settlement and reconciliation processes.
Advanced knowledge of Microsoft Excel, and other office applications (i.e.: Power BI, VBA); experience with other technical software is advantageous.
Excellent interpersonal skills and ability to develop collaborative relationships at all levels.
High degree of professional ethics and integrity.
Undergraduate degree in accounting, finance, economics, or other relevant fields is required.
5+ years of experience: CPA/CFA/CAIA designation is preferred.
Self-motivated and proactive with the ability to operate independently.
Strong analytical and conceptual thinker who works well in a fast-paced, dynamic, complex and unstructured environment
Thorough and meticulous with extreme focus on details.
Ability to prioritize multiple responsibilities to meet internal and external deadlines.
Working knowledge of trade life-cycle processes within Investment Operations / Middle Office related to alternative asset classes, private investments and fixed income.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Founded in 1899

Years in Business

Brookfield has been a global leader in alternative asset management for over a century, showcasing its long-standing presence and expertise in the industry.

The company manages a diversified portfolio across real estate, infrastructure, renewable power, and private equity.
Brookfield is known for its strategic investments in large-scale assets that drive long-term value.
Its diverse real estate portfolio spans office towers, residential complexes, retail spaces, and logistics hubs.
Notably, Brookfield has made substantial investments in renewable energy, including wind, solar, and hydroelectric projects.
The firm has built a reputation for its ability to manage complex, large-scale infrastructure projects worldwide.
Brookfield has been instrumental in major developments like the World Financial Center in New York and London's Canary Wharf.
The company is renowned for creating and managing sustainable, high-value assets across key sectors of the global economy.
Brookfield is also focused on growing its presence in emerging markets, capitalizing on growth opportunities in Asia and Latin America.

Culture + Values

We are driven by a deep sense of purpose, a commitment to long-term value creation, and a passion for excellence.
We maintain a high standard of ethical conduct, transparency, and responsibility in all that we do.
We collaborate with people from diverse backgrounds and leverage their skills, perspectives, and experiences to achieve our objectives.
We take a long-term view and act with patience, discipline, and integrity in the pursuit of value for our investors, partners, and communities.
We are committed to fostering a workplace where everyone is empowered to perform at their best and where ideas and opinions are respected.

Environment + Sustainability

2050 target

Net Zero Carbon Emissions

Commitment to achieving net zero carbon emissions across all assets.

100% renewable

Energy Generation Capacity

Achieved 100% renewable energy generation capacity.

$20 billion

Investment in Clean Energy

Invested over $20 billion in clean energy and sustainability-related projects.

Committed to reducing carbon footprint across all assets, including real estate and infrastructure holdings.
Integrated sustainability into its investment process and actively works with portfolio companies to enhance environmental performance.

Inclusion & Diversity

30% Target by 2025

Female Leadership Roles

Aiming to achieve a 30% representation of women in leadership positions by 2025.

30% Globally

Senior Leadership Representation

Currently, women hold 30% of senior leadership roles across global operations.

Established programs to support recruitment and advancement of underrepresented talent across all levels.
Tracks and reports on diversity metrics regularly to ensure accountability.
Invested in training and development initiatives to support career advancement for diverse talent.

Articles

Investor Relations

Brookfield Code of Business Conduct and Ethics

Reddit: Hiring Director, Product Management at Brookfield Properties

Reddit: Vice President, Corporate Communications at Brookfield Asset Management

Role

Description

trade settlement

cash reconciliation

system integration

kyc onboarding

ad-hoc reporting

portfolio updates

Support in the implementation of complex transactions, product launches, closures and other initiatives
Support trade settlement and life-cycle management across various asset types both public and private. Assist with trade booking and settlement via DTC at various custodians.
Conduct reconciliation of cash and positions, ensuring alignment between our records and administrators.
Make sure all the procedures are documented and maintained.
Collaborate with technology services for integration and process enhancement, while actively participating in system implementation projects for ongoing process improvements
Support onboarding and KYC process with borrowers and trading counterparties.
Monitor changes to existing portfolios and apply the changes to all back-office systems.
Design ad-hoc reports for special requests from clients or internal requests.
Work and communicate directly with various teams including investment, legal, accounting, escalating to manager in a timely manner when required.

Requirements

excel

power bi

vba

cpa

accounting

analytical

Superior communication (oral and written) and interpersonal skills.
Proficient in various settlement and reconciliation processes.
Advanced knowledge of Microsoft Excel, and other office applications (i.e.: Power BI, VBA); experience with other technical software is advantageous.
Excellent interpersonal skills and ability to develop collaborative relationships at all levels.
High degree of professional ethics and integrity.
Undergraduate degree in accounting, finance, economics, or other relevant fields is required.
5+ years of experience: CPA/CFA/CAIA designation is preferred.
Self-motivated and proactive with the ability to operate independently.
Strong analytical and conceptual thinker who works well in a fast-paced, dynamic, complex and unstructured environment
Thorough and meticulous with extreme focus on details.
Ability to prioritize multiple responsibilities to meet internal and external deadlines.
Working knowledge of trade life-cycle processes within Investment Operations / Middle Office related to alternative asset classes, private investments and fixed income.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Founded in 1899

Years in Business

Brookfield has been a global leader in alternative asset management for over a century, showcasing its long-standing presence and expertise in the industry.

The company manages a diversified portfolio across real estate, infrastructure, renewable power, and private equity.
Brookfield is known for its strategic investments in large-scale assets that drive long-term value.
Its diverse real estate portfolio spans office towers, residential complexes, retail spaces, and logistics hubs.
Notably, Brookfield has made substantial investments in renewable energy, including wind, solar, and hydroelectric projects.
The firm has built a reputation for its ability to manage complex, large-scale infrastructure projects worldwide.
Brookfield has been instrumental in major developments like the World Financial Center in New York and London's Canary Wharf.
The company is renowned for creating and managing sustainable, high-value assets across key sectors of the global economy.
Brookfield is also focused on growing its presence in emerging markets, capitalizing on growth opportunities in Asia and Latin America.

Culture + Values

We are driven by a deep sense of purpose, a commitment to long-term value creation, and a passion for excellence.
We maintain a high standard of ethical conduct, transparency, and responsibility in all that we do.
We collaborate with people from diverse backgrounds and leverage their skills, perspectives, and experiences to achieve our objectives.
We take a long-term view and act with patience, discipline, and integrity in the pursuit of value for our investors, partners, and communities.
We are committed to fostering a workplace where everyone is empowered to perform at their best and where ideas and opinions are respected.

Environment + Sustainability

2050 target

Net Zero Carbon Emissions

Commitment to achieving net zero carbon emissions across all assets.

100% renewable

Energy Generation Capacity

Achieved 100% renewable energy generation capacity.

$20 billion

Investment in Clean Energy

Invested over $20 billion in clean energy and sustainability-related projects.

Committed to reducing carbon footprint across all assets, including real estate and infrastructure holdings.
Integrated sustainability into its investment process and actively works with portfolio companies to enhance environmental performance.

Inclusion & Diversity

30% Target by 2025

Female Leadership Roles

Aiming to achieve a 30% representation of women in leadership positions by 2025.

30% Globally

Senior Leadership Representation

Currently, women hold 30% of senior leadership roles across global operations.

Established programs to support recruitment and advancement of underrepresented talent across all levels.
Tracks and reports on diversity metrics regularly to ensure accountability.
Invested in training and development initiatives to support career advancement for diverse talent.

Articles

Investor Relations

Brookfield Code of Business Conduct and Ethics

Reddit: Hiring Director, Product Management at Brookfield Properties

Reddit: Vice President, Corporate Communications at Brookfield Asset Management