CRM Associate

hace 1 mes

Madrid, Madrid, España Brookfield Asset Management A tiempo completo

Job Opportunity

Client Relationship Management Associate

Brookfield Asset Management is seeking a highly skilled Client Relationship Management Associate to support the Global Client Group in Continental Europe. The successful candidate will work closely with Client Relationship Managers to originate new client investment activity, coordinate due diligence meetings, and maintain the company's internal CRM system.

Key Responsibilities

  • Support fund marketing activities, client prospect due diligence, and onboarding processes
  • Work with CRMs to originate new client investment activity
  • Coordinate and attend update meetings with investment teams
  • Cover on-site due diligence meetings with investment teams
  • Communicate with clients to support their due diligence requests
  • Maintain Brookfield's internal CRM system
  • Assist with ad-hoc Business Development activities
  • Conduct alternative asset industry and client-specific research
  • Compile detailed pre-meeting reports for each client meeting
  • Complete ad-hoc profiles on prospects
  • Perform detailed research and analysis to create targeted prospective investor lists
  • Monitor industry press for information relating to prospects and competitors
  • Coordinate road shows, conferences, and investor meetings
  • Assist with conference/meeting planning and facilitation

Candidate Requirements

  • Native or fluent language skills in English, plus at least one or more of the following: French, Spanish, or Italian
  • Undergraduate degree with an excellent academic background
  • Postgraduate studies in finance advantageous
  • Relevant experience working in private markets across Real Estate, Infrastructure, Renewables & Transition, Private Equity, or Credit
  • Strong investment and financial analytical and reporting capabilities
  • Proficient in Microsoft Office and experience with Salesforce a plus
  • Team player with a positive attitude and proactive approach to work
  • Able to develop strong internal and external relationships
  • Proactive and able to multi-task in a fast-paced environment
  • Excellent interpersonal, analytical, and creative problem-solving ability
  • Strong written and verbal communication skills
  • Self-motivated with a high level of attention to detail

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