CRM Associate

hace 1 mes

Madrid, Madrid, España Brookfield Asset Management A tiempo completo
Job Description

Brookfield Asset Management is seeking a highly motivated and detail-oriented Associate to join its Global Client Group. As a key member of the team, you will play a critical role in supporting client relationship managers with capital raising activities and servicing institutional clients across Continental Europe.

Key Responsibilities
  • Support all aspects of 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, preparing pre-meeting reports and materials, and coordinating follow-up.
  • Cover on-site due diligence meetings with investment teams, preparing pre-meeting reports and materials, and coordinating follow-up.
  • Directly communicate with clients to support their due diligence requests, where appropriate.
  • Maintain Brookfield's internal CRM system (Salesforce), ensuring 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.
  • Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals.
  • Complete ad-hoc profiles on prospects as needed.
  • Perform detailed research and analysis, leveraging market data and other sources, 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 Communications and Project 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
  • 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, such as IMC, CAIA, CFA, or MBA, 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.
  • Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus.
  • Team player with a positive attitude and proactive 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.

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