Associate, Client Relationship Management

Description

• Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses
• Maintaining Brookfield’s internal CRM system (Salesforce) – ensuring current records and CRM activity is up to date
• Assisting with the annual business plan, including “bottom up” book build planning.
• Detailed research and analysis, leveraging market data and other sources with the aim to create targeted prospective investor lists for new fund strategies
• Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals
• Communicate directly with investors, as needed
• Contribute to the growth of Brookfield’s Private Markets client base in Australia
• Develop a deep understanding Brookfield’s private funds activities with the view to progress into a junior Client Relationship Management role longer-term
• Prepare premeeting reports and materials
• Work at a global leader in alternative investments covering all asset classes (infrastructure, real estate, private equity, and private credit)
• Complete profiles and summaries on prospects, as needed
• Attend update meetings with senior CRMs and existing investors and cover on-site due diligence meetings:
• Coordinating roadshows, conferences and investor meetings with respective Fundraise Management (“FM”) and Marketing Teams in conjunction with senior CRMs and APAC regional management
• Liaise with Business Group Investor Relations to coordinate responses to incoming requests from both existing and prospective investors
• Assist in daily communication both internally (investor relations and Fundraise Management (“FM”) teams) and externally (prospects and existing investors)
• Assist the GCG team with regional planning and reporting activities including:
• Coordinate follow-up outreach for senior CRMs
• Research and support CRMs to implement client outreach plans.
• Coordinate and respond to adhoc requests from Fundraise Management and APAC management
• Coordinate and attend meetings with Fundraise Management or Due Diligence Management (“DM”) and senior CRMs
• Work with Australian CRMs to originate new client investment activity and marketing of funds:
• Organise data room access in order for clients to commence DD.

Requirements

• Excellent interpersonal, analytical and creative problem-solving ability
• Ability to multi-task and work in a very fast-paced and team-oriented environment
• Experience in a fast paced professional business environment
• Strong written and verbal communication skills, including preparation and delivery of presentations
• Able to develop strong internal/external network and ability to build relationships and work with professionals around the organization
• High attention to detail
• Undergraduate degree in business or commerce with an excellent academic background
• Highly proficient in Microsoft Office, experience of Salesforce
• Interstate and offshore travel may be required to support fundraising efforts or training.
• 2-4 years of relevant working experience in the; financial services industry; alternative investment management; real estate, infrastructure, private equity, credit or alternative asset funds
• Experience in analyzing and summarizing complex materials
• Ability to anticipate client needs

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance