At a Glance
- Tasks: Manage the end-to-end fund due diligence process and collaborate with various teams.
- Company: Join Brookfield, a leading global asset manager with over 100 years of experience.
- Benefits: Enjoy a dynamic culture, professional development, and a commitment to diversity.
- Other info: Opportunity for career growth in a supportive and collaborative team.
- Why this job: Make an impact in a fast-paced environment while developing expertise in infrastructure investments.
- Qualifications: Bachelor's degree and 4+ years in private fund marketing or client services required.
The predicted salary is between 60000 - 80000 £ per year.
Location: London - One Canada Square, Level 25
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
The Diligence Management team is responsible for managing the end-to-end fund due diligence process for Brookfield's various private funds. The team oversees all aspects of the fund due diligence process, from fund launch and initial client interest through IC approval. The Associate serves a critical function within the team by partnering with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax, and other stakeholders to deliver a best-in-class diligence experience for prospective investors and drive client conversions for Brookfield's open-ended core infrastructure fund.
The Associate is expected to manage all aspects of the due diligence process, partnering directly with prospective investors, CRMs, and other stakeholders. This includes creating initial diligence materials and deliverables during fundraising, including RFPs, DDQs, and other materials, as well as coordinating client calls, meetings, asset tours, and on-site meetings to advance investor due diligence processes. Over time, the Associate is expected to develop significant expertise in the firm's infrastructure product offerings and serve as a client-facing contact, working directly with investors to guide them through the due diligence process.
The role's responsibilities include:
- Developing and managing the due diligence deliverables required to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD/ODD presentations, and related materials.
- Completing the quarterly suite of deliverables for consultants and providing regular data and content updates to consultant databases.
- Working closely with stakeholders, especially the Investor Relations team and investment professionals, to respond to investor diligence requests and provide nuanced technical materials that advance the fund diligence process.
- Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts, including Tax, Legal, Operations, and other teams, as part of the fund due diligence process.
- Creating initial due diligence materials prior to fund launch, including standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, and related materials.
- Building a thorough understanding of the firm's infrastructure products, investment strategies, portfolio, corporate structure, history, and operations to facilitate the accurate and consistent creation of diligence content.
- Navigating and effectively utilizing the firm's suite of tools and resources to respond to client requests.
- Demonstrating excellent interpersonal and communication skills, both verbal and written, and the ability to work directly with clients, CRMs, senior investment professionals, and other team members under tight deadlines and across jurisdictions.
- Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintaining marketing collateral during the fundraising period.
QUALIFICATIONS REQUIRED:
- Bachelor's degree in finance, economics, business management, marketing, communications or other relevant discipline.
EXPERIENCE REQUIRED:
- 4+ years of experience in private fund marketing, due diligence, client services or other fundraising or client function. Experience in core-infrastructure is strongly preferred.
- Familiarity with investment products and services, including a strong understanding of the infrastructure asset class.
- Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously.
- Experience in high volume processes and technology enabled solutions.
KEY COMPETENCIES/BEHAVIOURS REQUIRED:
- Outstanding verbal and written communication skills in English.
- High attention to detail in written materials and quantitative data is crucial.
- Strong understanding of due diligence processes, with project management skills and the ability to work under tight deadlines while maintaining a high standard.
- Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.
- Proficiency with Microsoft Office Suite.
- Excellent planning and organizational skills.
- Self-motivated and proactive, both with respect to managing workload and own professional development.
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.
Associate Infrastructure, Diligence Management employer: Brookfield Asset Management
Brookfield is an exceptional employer, offering a dynamic work environment in London that fosters collaboration and innovation within the Capital Markets team. Employees benefit from a strong focus on professional growth, with opportunities to engage in high-profile projects like the partnership with Bloom Energy, while enjoying a culture that values integrity, teamwork, and shared success.
Contact Details:
Brookfield Asset Management Recruitment Team
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