Brookfield
Financial Services
Associate/SeniorAssociate,BusinessManagement,GlobalClientGroup
Neural analysis suggests this role is
optimal for Associate/Senior Associate candidates.
“Associate/Senior Associate, Business Management, Global Client Group at Brookfield. Skills: Channel Management, Fundraising data analysis, Sales strategy. Oversee fundraising data accuracy. Analyze fundraising data trends”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
5+ years experience investment management, Exposure to private markets, Direct exposure to sales team, Understanding of client lifecycle, Extensive use of Salesforce, Extensive use of Excel, Extensive use of Powerpoint
Nice to Have
Salesforce experience preferred, Excel experience preferred, Powerpoint experience preferred, Visualization tools experience preferred, Analytical tools experience preferred, AI tools experience preferred
What You'll Do.
Oversee fundraising data accuracy
Analyze fundraising data trends
Create management reports
Maintain management reports
Project manage growth initiatives
Support growth strategy plans
Partner with internal stakeholders
Advance tactical assignments
Advance strategic assignments
Act as proxy for Head of Channel Management
Assist Heads of Solutions teams
How You'll Work.
Team & Collaboration
Partner with Head of Channel Management; Collaborate with India team; Partner with internal stakeholders; Client Relationship Managers; Business Management; Client Strategy & Operations; Fundraise Management; Marketing; Product; Investment Solutions Group
Communication Scope
Written communication; Oral communication
Process & Methodology
Project managing
Full Job Description
**Location** Brookfield Place New York - 225 Liberty Street, 8th Floor **Business - Global Client Group** Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers. **Brookfield Culture** Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. **Job Description** KEY RESPONSIBILITIES The Associate or Senior Associate, Business Management (Channel Management) will partner with Head of Channel Management to facilitate the build out, growth and scaling of the Family Investor, Retirement/DC and Insurance Solutions teams globally. Specific responsibilities include: * Overseeing the accuracy and completeness all fundraising data (commitments, opportunity pipeline, activity) as it relates to Family Investor, Retirement and Insurance Solutions clients. * Analyzing trends and themes in fundraising data to help drive insight, business decisions and sales behaviors. * Collaborating with India team to create and maintain a suite of management reports to track and monitor KPIs. * Project managing key growth initiatives for the Family Investor, Retirement/DC and Insurance Solutions segments. * Supporting the creation of long-term growth strategy plans. * Partnering with internal stakeholders (Client Relationship Managers, Business Management, Client Strategy & Operation
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