Associate/Senior Associate, Business Management, Global Client Group

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Associate/Senior Associate – Business Management, Global Client Group (NY) – Lead growth & data insights for Family Investor & Retirement teams.

Drive fundraising data accuracy, manage KPIs, and partner with internal teams to shape long‑term growth strategy.

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 need s 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

• 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 & Operations, Fundraise Management, Marketing, Product, Investment Solutions Group) to advance tactical and strategic assignments.
• Acting as a proxy for the Head of Channel Management where required.
• Assisting the Heads of Family Investor, Retirement/DC and Insurance Solutions teams as required.

EXPERIENCE REQUIRED

5+ years’ experience in investment management, preferably with exposure to private markets. Direct exposure to a sales team with deep understanding of the client lifecycle, preferably with exposure to private markets.

Experience

• Extensive use of Salesforce, Excel and Powerpoint.
• Experience with visualization and analytical tools (e.g. PowerBI, Tableau).
• Exposure to and use of AI tools.

COMPETENCIES & SKILLS

• Strong analytical skills and comfortable managing large data sets.
• Highly numerate with financial acumen.
• Proficient user of technology.
• Exceptional communicator, both written and oral.
• Excellent organizer and planner.
• Able to build rapport and strong relationships quickly.
• Strategic thinker who is able to build consensus amongst colleagues.
• Self-motivated and proactive, identifying areas of risk or enhancement well in advance.
• Hard worker with high level of stamina.
• Able to operate in a fast-paced, team-oriented environment.

NY Salary Range

NY Salary Range: $125,000 - $150,000 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Equal Opportunity & Workplace Discrimination Policy

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. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.