CRM Associate
hace 3 semanas
Role Overview
As a CRM Associate at Brookfield Asset Management, you will be supporting client relationship managers with capital raising activities and servicing institutional clients across Continental Europe.
The Global Client Group provides investment solutions for investors across the Brookfield Asset Management's private markets investment platforms. The GCG also manages institutional relationships and raises capital for Brookfield and its affiliated manager's various funds and customized investment programs.
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 appropriate materials, coordinating any follow-up.
- Cover on-site due diligence meetings with investment teams, preparing pre-meeting reports and appropriate materials, coordinating any follow-up.
- Directly communicate with clients to support their due diligence requests, as needed.
- 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, 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.
- Coordinate road shows, conferences, and investor meetings in conjunction with Communications and Project Management Teams.
- Assist with conference/meeting planning: setup, preparation, and coordination with different stakeholders (both within and beyond the organization).
- Facilitate broad investor communication initiatives.
Key Qualifications
- 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.
- Post graduate 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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