Brookfield Place New York - 250 Vesey Street, 15th Floor
Location
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
The Vice President/Senior Vice President plays a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to lead all aspects of the due diligence process for Brookfield's infrastructure and transition funds. This includes overseeing the initial creation of diligence materials prior to fund launch, leading all diligence activity during fundraising and managing client calls, meetings, asset tours, on-sites to advance investor due diligence processes.
The position requires significant expertise in an infrastructure and transition investment platform and funds. The position will serve as a client-facing contact, working directly with investors to guide them through the due diligence process. The role is principally focused on working with infrastructure and transition investors in the Americas but may occasionally cover EMEA or APAC clients as needed.
The responsibilities of the role
include
- Responsible for oversight and quality control across all due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.
- Managing their team through all stages of the employee lifecycle including recruitment, learning and development, on the job training and support, performance management and compensation.
- Establishing strong relationships with stakeholders to ensure the team can successfully respond to investor diligence requests, especially the investor relations team and investment professionals as well Fundraise Management and CRM team.
- 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 leading calls, meetings, asset tours, arranging on-sites, due diligence days, 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
- Oversee the initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
- Building a thorough understanding of the firms infrastructure and transition funds, 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 the Brookfield infrastructure and transition business, being able to clearly and succinctly communicate the Brookfield story to investors. The Senior Vice President will be expected to coach, develop and mentor their team to do the same.
- Contributing to the firm's suite of tools and resources to respond to infrastructure and transition investor requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.
- 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 at different experience levels under tight deadlines and across
- jurisdictions.
QUALIFICATIONS
REQUIRED
- Bachelor's degree in finance, economics, business management, marketing, communications or other relevant discipline master's degree or MBA would be an advantage. CFA, CAIA or similar designations are also advantageous.
EXPERIENCE
REQUIRED
- 12+ years of experience working with private funds in the infrastructure, transition, renewable and / or impact asset classes focusing on marketing, due diligence, sales, client services or other fundraising or client function.
- Familiarity with investment products and services, including a strong understanding of the infrastructure, transition, renewable and / or impact asset classes and investment strategies experience in an institutional private fund marketing environment is highly desired.
- Experience leading a team with numerous direct reports is highly
- desired.
- 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.
KEY
COMPETENCIES/BEHAVIOURS
REQUIRED
- Excellent technical knowledge and familiarity with the infrastructure, transition, renewable and / or impact asset classes and private funds generally strong understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types in the Americas (pension funds, sovereign wealth funds, endowments, family offices, etc.)
- Outstanding
- verbal
- and
- written
- communication
- skills.
- Strong attention to detail in written materials and quantitative data is
- crucial.
- Strong understanding of due diligence processes, with project management skills and the
- ability
- Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.
- Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)
- Proficiency with Microsoft Office
- Suite
- Excellent
- planning
- and
- organizational
- skills.
- Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies and investors
- Shares
- information
- with
- team
- members
- in
- a
- clear
- and
- concise
- manner.
- Proactively
- seeks
- opportunities
- to
- get
- involved
- in
- more
- challenging
- projects.
- Ability
- to
- multi-task
- and
- work
- in
- a
- very
- fast-paced
- and
- team-oriented
- environment.
- Self-motivated and proactive, both with respect to managing workload and own professional
- development.
Salary Range $225K - $275K
is comprised ofa base salary and a short-term incentive program (cash bonus). Cash
Our
compensationstructure
compensationtends
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.