German Speaking Client 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 need s of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers.

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 Client Associate Function sits within the Global Client Group and supports the Client Relationship Managers (CRM) and Client Service Relationship Managers (CSR). Specifically, the incumbent will will support the fundraising and client servicing efforts for institutional investors based in Germany, Austria & Central Eastern Europe (DACEE) across Real Estate, Infrastructure, Renewable Power/Transition, Private Equity, and Credit. The role will encompass all aspects of the fundraising process (marketing activities, direct client communications, research, client/prospect due diligence) as well as supporting relationships with existing investors.

JOB PURPOSE:

Business Development

Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes

Work with CRMs to originate new client investment activity across the DACEE region

Coordinate dedicated DACEE client events in conjunction with the Events team

Coordinate and attend update/diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)

In collaboration with the diligence team, support clients through due diligence

Client Servicing

Work with CSRs to service investors including:

In collaboration CSRs and Investor relationship support clients with requests and ongoing investor queries

Support investors onboarding and subscription documentation processes

General Coordination

Support CRMs and CSRs with Brookfield’s internal CRM system (Salesforce), ensuring the system is up to date for internal reporting purposes and the ongoing tracking of the team’s fundraising and servicing opportunities

Assist with ad-hoc business development activities

Conduct alternative asset industry research and client-specific research to map out the DACEE market across asset classes

Monitor industry press for information relating to our respective prospects and competitors

In conjunction with Fundraise Management Teams, Diligence Teams, Events Teams and Coordinators, help coordinate road shows, conferences, and investor meetings

QUALIFICATIONS REQUIRED:

Undergraduate degree

Postgraduate studies in finance such as CFA, MBA, or CA/CPA advantageous

EXPERIENCE & COMPETENCIES REQUIRED:

Relevant experience (3+ years) in the financial services industry; ideally in a client-facing role within asset management

Strong investment and financial analytical capabilities. Knowledge of private markets/alternative investments a bonus

Strong time and project management skills

High proficiency in Microsoft Office (Word, PowerPoint, and Excel).

Experience of Salesforce ideal but not required.

Team player with positive attitude, collaborative mindset, desire to learn and proactive approach to work

Ability to develop strong internal/external relationships

Ability to multi-task, project manage 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

Self-motivated with a high level of attention to detail

Fluency in German and English is a requirement

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.