VP, Diligence Management, Real Estate

VP, Diligence Management, Real Estate page is loaded

VP, Diligence Management, Real Estate

Apply locations London, England time type Full time posted on Posted 30+ Days Ago job requisition id R2044539

Location

London – One Canada Square, Level 26

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 Global Client Group (GCG) manages institutional relationships and raises capital for Brookfield’s various private funds.

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 to IC approval.

Job Purpose

The Vice President plays a pivotal role in the Diligence Management team, partnering directly with clients and partnering with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax and other stakeholders to lead all aspects of the due diligence process for Brookfield’s real estate funds and deliver a best-in-class diligence experience for prospects and drive client conversions. 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 is expected to develop significant expertise in Brookfield’s real estate 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 real estate investors in the EMEA region but may also cover Americas 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 direct reports 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 firm\’s real estate 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 firm’s real estate business, being able to clearly and succinctly communicate the Brookfield story to investors. The 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 real estate 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

• 10+ years of experience working with private funds in the real estate asset class focusing on marketing, investor relations, due diligence, sales, client services or other fundraising or client function.
• Familiarity with investment products and services, including a strong understanding of the real estate asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired.
• Management experience with direct reports would be attractive.
• 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 real estate asset class 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 EMEA region (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 to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments
• 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.

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.

Who We Are

Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit.

Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world—including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors.

Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.

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