German or Italian Speaking CRM Associate

German or Italian Speaking CRM Associate

Full-Time 50000 - 60000 £ / year (est.) No working from home possible
Brookfield Asset Manager (UK) Holdco Limited

At a Glance

  • Tasks: Support client relationship managers in capital raising and servicing institutional clients.
  • Company: Join Brookfield Asset Management, a leader in private markets.
  • Benefits: Competitive salary, diverse work environment, and opportunities for growth.
  • Other info: Fast-paced environment with excellent career advancement opportunities.
  • Why this job: Make an impact in a dynamic team while developing your finance skills.
  • Qualifications: Fluent in English and German/Italian with sales support experience.

The predicted salary is between 50000 - 60000 £ per year.

Location: London - One Canada Square, Level 25

Business - Global Client Group

Associate level opportunity in the Global Client Group ("GCG") at Brookfield Asset Management supporting client relationship managers ("CRMs") with capital raising activities and servicing institutional clients across Switzerland, the Netherlands and Italy. The Associate will focus on supporting Brookfield’s private market strategies across Real Estate, Infrastructure, Energy, Private Equity & Credit.

Key Accountabilities
  • Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes.
  • Work with CRMs to originate new client investment activity.
  • Compile detailed pre‑meeting reports (PMRs) for each client meeting involving Brookfield investment professionals.
  • Coordinate and attend update meetings with investment teams (prepare PMRs and appropriate materials, coordinate any follow‑up).
  • Cover on‑site due diligence meetings with investment teams (prepare PMRs and appropriate materials, coordinate any follow‑up).
  • Where appropriate, directly communicate with clients to support their due diligence requests.
  • Maintain Brookfield’s internal CRM system (Salesforce), ensuring that the system is up to date for internal reporting purposes.
  • Assist with ad‑hoc Business Development activities.
  • Conduct alternative asset industry and client‑specific research.
  • Complete ad‑hoc profiles on prospects as needed.
  • Perform detailed research and analysis, leveraging market data and other sources, with the aim to create targeted prospective investor lists for new funds and strategies.
  • Monitor industry press for information relating to our respective prospects and competitors.
  • In conjunction with Marketing & Events, Regional Management & Fundraise Management Teams, help coordinate road shows, conferences, and investor meetings.
  • Assist with conference/ meeting planning: set up, prepare and coordinate with different stakeholders (both within and beyond the organization).
  • Facilitate broad investor communication initiatives.
Candidate Profile Requirements
  • Fluent language skills in English plus at least one or more of the following: German and/or Italian.
  • 3‑5 years sales support experience in private equity/asset management/private markets.
  • Undergraduate degree with an excellent academic background.
  • Post‑graduate studies in finance such as IMC, CAIA, CFA or MBA advantageous.
  • Relevant experience working in private markets across Real Estate, Infrastructure, Energy, Private Equity or Credit.
  • Strong investment and financial analytical and reporting capabilities.
  • Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience with Salesforce a plus.
  • Team player with positive attitude and pro‑active approach to work.
  • Able to develop strong internal/external relationships.
  • Proactively seeks opportunities to get involved in challenging projects.
  • Ability to multi‑task and work in a very fast‑paced and team‑oriented environment.
  • Excellent interpersonal, analytical, and creative problem‑solving ability.
  • Strong written and verbal communication skills including preparation and delivery of presentations.
  • Self‑motivated with a high level of attention to detail.

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.

German or Italian Speaking CRM Associate employer: Brookfield Asset Manager (UK) Holdco Limited

Brookfield Asset Management is an exceptional employer located in the heart of London, offering a dynamic work culture that fosters collaboration and innovation. With a strong commitment to employee growth, we provide ample opportunities for professional development and advancement within the global client group. Our diverse and inclusive environment ensures that every team member feels valued and empowered to contribute meaningfully to our capital raising activities across Europe.

Brookfield Asset Manager (UK) Holdco Limited

Contact Details:

Brookfield Asset Manager (UK) Holdco Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land German or Italian Speaking CRM Associate

Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experience and how it relates to the role of a CRM Associate at Brookfield.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace German or Italian Speaking CRM Associate

Fluent in English and German and/or Italian
Sales Support Experience
Private Equity Knowledge
Asset Management Knowledge
Fund Marketing Activities
Client Due Diligence
Research and Analysis Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in private equity or asset management, and don’t forget to mention your language skills in German or Italian. We want to see how you fit into our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Keep it concise but engaging – we love a good story!

Showcase Your Analytical Skills:Since this role involves a lot of research and analysis, make sure to highlight any relevant projects or experiences that demonstrate your analytical prowess. We’re looking for someone who can dive deep into data and come up with insights!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Don’t miss out on this opportunity!

How to prepare for a job interview at Brookfield Asset Manager (UK) Holdco Limited

Know Your Stuff

Make sure you brush up on Brookfield's private market strategies, especially in Real Estate, Infrastructure, Energy, Private Equity, and Credit. Familiarise yourself with recent news and trends in these sectors, as well as the specific markets in Switzerland, the Netherlands, and Italy.

Showcase Your Language Skills

Since this role requires fluency in German or Italian, be prepared to demonstrate your language skills during the interview. Practice common phrases and industry-specific terminology to show that you're comfortable communicating in both English and your chosen language.

Prepare for Client Interactions

Think about how you would handle client communications and due diligence requests. Be ready to discuss your previous experiences in sales support and how you've successfully built relationships with clients in the past.

Master the Art of PMRs

Pre-meeting reports (PMRs) are crucial for this role. Prepare a mock PMR for a hypothetical client meeting, highlighting key points and insights. This will not only showcase your analytical skills but also your ability to present information clearly and effectively.