German or Italian Speaking CRM Associate

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.

This role is an 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: setup, prepare and coordinate with different stakeholders (both within and beyond the organization).
• Facilitate broad investor communication initiatives.

Candidate Profile:

• 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 of 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.