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Client Services Associate

 

The Firm:

Brookfield Asset Management is a leading global alternative asset manager with approximately $285 billion of assets under management. For over 115 years Brookfield has owned and operated real assets with a focus on real estate, infrastructure, renewable power and private equity. Clients can invest in Brookfield strategies via three main channels: public securities, private funds and listed partnerships. The Public Securities Group leverages Brookfield’s core real asset expertise via global listed strategies, including real estate, infrastructure, real asset solutions, real asset debt and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds. The Public Securities Group has been investing in public securities for over 25 years and has over $18 billion of assets under management. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors.

The Position:

The Firm is seeking a Client Service Associate to join the Client Service team in its Chicago office. This person will be an integral part of the team and will be responsible for servicing a global institutional client base that is invested across all public securities strategies. The individual will also assist with business development efforts as requested. The person will work closely with the entire Marketing and Client Service team and will regularly interact with investment, finance, operations and legal professionals as well as senior management. 

Responsibilities

  • Prepare and distribute monthly and quarterly client reports
  • Create presentations for current clients and prospective investors; assist with presentation design and content curation
  • Respond to ad-hoc requests for information and investment analyses
  • Assist in consultant database population
  • Perform peer group analysis and monitor performance utilizing eVestment, Morningstar Direct, and other investment management programs
  • Provide support to sales team members related to meeting prep and follow up
  • Help maintain database of client reporting distribution
  • Ensure that all client needs are consistently met and strive to exceed client expectations
  • Other marketing and communications related projects as requested

The Candidate:

The successful candidate will possess the following:

  • Bachelor's degree required
  • 1-2 years of Investment management industry experience is preferred
  • Experience with public securities strategies and knowledge of alternatives strategies is beneficial
  • Strong writing, proofing, and formatting and verbal communication skills
  • Exceptional attention to detail, placing a high priority on accuracy
  • Exceptional analytical, project and time management skills
  • Highly organized, proactive and resourceful
  • Strong team player with ability to independently manage a full workload and respond to shifting priorities
  • Advanced Microsoft Office skills (Word, Excel, PowerPoint); knowledge of Salesforce CRM, Seismic, eVestment and Morningstar Direct a plus

 

 

 

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