Analyst, Investment Operations (SPV)

Brookfield Asset Management Credit and Insurance Solutions Advisor L.P.; Toronto; On-site; CAD 65,000 - 75,000; Full time

Job summary

Brookfield Asset Management Credit and Insurance Solutions Advisors LP seeks an Analyst for Investment Operations. Based in Toronto, you will support CLO/CFO middle-office functions, review legal docs, run waterfall calculations, and coordinate with service providers to ensure accurate settlement and reporting.

You will engage with investment teams, legal, and accounting, helping onboarding and compliance with investment restrictions while contributing to deal closings and new initiatives in a

Qualifications

• Undergraduate degree in accounting, finance, economics, or related field.
• Exposure to CLO structures, securitizations, or other structured products.
• Proficient in Excel, Power BI, and VBA.
• Strong analytical and conceptual thinker with attention to detail.

Responsibilities

• Support trade settlement and lifecycle management of credit securitizations across asset classes.
• Conduct legal documentation review, including credit agreements and other financial documents.
• Review waterfall calculations and engage with third-party administrators.
• Liaise with external service providers to support end-to-end processes for Loan Administration, Risk Analytics, Investment Accounting and Derivative management.
• Conduct reconciliation of cash and positions, ensuring records align with third-party administrators.
• Monitor compliance with investment restrictions via post-trade testing and hypothetical testing.
• Design ad-hoc reports for client or internal requests.
• Support onboarding and KYC processes with borrowers and trading counterparties.
• Collaborate with investment, legal, accounting teams and escalate to manager when required.
• Assist with complex transactions, product launches, deal closings and other initiatives.
• Perform various duties and projects as assigned.

Skills

Analytical thinking

Detail oriented

Team oriented

Self-motivated

Interpersonal skills

Education

Undergraduate degree

Tools

Excel

Power BI

VBA

Job description

Location

Brookfield Place - 181 Bay Street

Company Overview

Business - Credit Brookfield Credit manages approximately $305 billion of assets globally, focused on a broad range of private credit investment strategies, including infrastructure and renewable credit, real estate, asset backed, and corporate credit. Return profiles span investment grade, sub-investment grade, and opportunistic. The business combines Brookfield’s substantial credit history with strategic partners, including Oaktree Capital Management, Castlelake, LCM Partners, 17Capital, and Primary Wave Music. As one of the world’s largest and most experienced credit managers globally, we deliver flexible, specialized capital solutions to borrowers, and attractive risk-adjusted returns to our investors

Culture

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

Brookfield Asset Management Credit and Insurance Solutions Advisors LP is focused on deploying its capital on a value basis and compounding it over the long term. This capital is allocated across its three core pillars of asset management, insurance solutions and its operating businesses. Position Summary: The Analyst, Investment Operations, SPV (Special Purpose Vehicle) will be a key member of Brookfield Credit’s growing team and will report to our Director, SPV Operations, within the wider Investment Operations team. The role will support the operational and middle-office functions for Collateralized Loan Obligation (CLO) and Collateralized Fund Obligation (CFO) portfolios. The role will also have a high degree of interaction with the Senior Vice President, Investment Operations and other members of the investment team, working directly with them in support of the expansion of BAM Credit and Insurance Solutions Advisors LP. investment portfolio. This role provides a highly motivated individual with a solid foundation and exposure to a progressive and dynamic career within BAM Credit. The role will be based in Brookfield’s Toronto offices at Brookfield Place.

Responsibilities

• Support trade settlement and life-cycle management of credit securitizations across various asset classes.
• Conduct legal documentation review, including credit agreements and other financial documentation.
• Review waterfall calculations and engage with third party administrators.
• Liaise with external service providers to support end to end processes related to Loan Administration, Risk Analytics, Investment Accounting and Derivative management.
• Conduct reconciliation of cash and positions, ensuring alignment between our records and third-party administrators.
• Monitor compliance with investment restrictions by performing post trade testing and hypothetical testing.
• Design ad-hoc reports for special requests from clients or internal requests.
• Support onboarding and KYC process with borrowers and trading counterparties.
• Work and communicate directly with various teams including investment, legal, accounting, escalating to manager in a timely manner when required.
• Support the implementation of complex transactions, product launches, deal closings and other initiatives.
• Various special duties and projects as assigned.

Qualifications & Requirements

• 2 - 3 years of experience: CPA/CFA/CAIA designation is preferred.
• Undergraduate degree in accounting, finance, economics, or other relevant fields is required.
• Exposure to CLO structures, securitizations, or other structured products.
• Working knowledge of trade life-cycle processes within Investment Operations / Middle Office related to alternative asset classes, private investments, and fixed income.
• Demonstrated ability to interpret complex legal/structural documentation and translate it into operational requirements.
• Proficient in various settlement and reconciliation processes.
• Advanced knowledge of Microsoft Excel, and other office applications (i.e.: Power BI, VBA); experience with other technical software is advantageous.
• Strong analytical and conceptual thinker who works well in a fast-paced, dynamic, complex and unstructured environment
• Thorough and meticulous with extreme focus on details.
• Self-motivated and proactive with the ability to operate independently.
• Team-oriented with a commitment to shared success.
• Excellent interpersonal skills and ability to develop collaborative relationships at all levels.
• Ability to prioritize multiple responsibilities to meet internal and external deadlines.
• High degree of professional ethics and integrity.

Salary Range

$65,000 - 75,000 CAD

Position Opening Reason

Backfill Brookfield is committed to maintaining a Positive Work Environment that is safe, respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit, and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice. As part of this commitment, we provide barrier-free and accessible employment practices in accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and applicable human rights legislation. If you require a Human Rights Code-protected accommodation at any stage of the recruitment process, please let us know when contacted, and we will work with you to meet your needs.

Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit. Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world—including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.