Associate/Senior Associate ~ Diligence Management (Credit & Multi-Asset Solutions)

Description

• Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.
• 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, etc.
• Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients
• Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process
• Shares information with team members in a clear and concise manner.
• Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
• Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including managing calls, meetings, asset tours, arranging on-sites, due diligence days, etc.
• Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)
• Building a thorough understanding of the firm's credit products, SMA capabilities, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content; develop a deep understanding of Brookfield’s credit business, being able to clearly and succinctly communicate the Brookfield story to investors

Requirements

• Strong understanding of due diligence processes, with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments
• Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members under tight deadlines and across jurisdictions.
• Experience in high volume processes and technology enabled solutions
• Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred
• Ability to multi-task and work in a very fast-paced and team-oriented environment.
• Ideally strong relationship management skills and exposure in working across multiple countries, being able to flex communication style to diverse geographies and investors
• Familiarity with investment products and services, including a strong understanding of the private credit asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired
• Good technical knowledge and familiarity with the private credit asset class and private funds generally; ideally a solid understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types (pension funds, sovereign wealth funds, endowments, family offices, etc.)
• Excellent planning and organizational skills.
• Outstanding verbal and written communication skills in English.
• High attention to detail in written materials and quantitative data is crucial.
• 4-7 years of experience in private credit fund marketing, due diligence, sales, client services or other fundraising or client function
• Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.
• Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline
• Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)
• Proficiency with Microsoft Office Suite
• Self-motivated and proactive, both with respect to managing workload and own professional development.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance