Analyst/Associate, Diligence Management

Overview

Manage investor due diligence for infrastructure funds, coordinating materials, meetings, and stakeholder communication.

Key Responsibilities

• due diligence
• investor interaction
• material creation
• database management
• reporting
• tool utilization

Tasks

-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.) -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. -Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, 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 -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. -Building a thorough understanding of the firm's infrastructure funds, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content -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 -Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.

Requirements

• 2-6 years
• mandarin
• project management
• high volume
• infrastructure
• bachelor's

What You Bring

-2-6 years of experience in infrastructure fund marketing, due diligence, sales, client services or other fundraising or client function -Fluency in Mandarin, Japanese or Korean would be an advantage -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. -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 -Experience in high volume processes and technology enabled solutions -Familiarity with investment products and services, including a strong understanding of the infrastructure asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired -Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline

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About Brookfield

-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.

Sector Specialisms