Associate, Investor Services, Brookfield Oaktree Wealth Solutions

Brookfield; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dedicated Associate for Investor Services to enhance client relations and support private wealth initiatives. This role involves collaborating with various teams to ensure a seamless investor experience while managing relationships with third-party service providers. The ideal candidate will possess strong organizational skills, a proactive mindset, and a commitment to excellence in a fast-paced environment. Join a dynamic culture that values collaboration and long-term success, where your contributions will make a significant impact on the client experience.

Qualifications

• 3-4 years of experience in investor servicing or client service.
• Knowledge of private funds and real estate preferred.

Responsibilities

• Assist in executing key investor servicing initiatives.
• Coordinate with multiple teams for consistent investor interactions.

Skills

Investor Servicing

Client Service

Fund Operations

Fund Accounting

Analytical Skills

Communication Skills

Education

CPA, CA, CFA, CAIA

Bachelor's Degree

Job description

Associate, Investor Services, Brookfield Oaktree Wealth Solutions

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Location

Brookfield Place - 181 Bay Street

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

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 Associate, Investor Services, will be responsible for supporting the Private Wealth Investor Relations Team to successfully execute client service initiatives. The Associate must become a specialist in both the firm’s organizational structure as well as its products and strategies. The Associate will be responsible for interacting with private wealth clients and coordinating and collaborating with multiple teams and departments, interacting with all levels of the organization. The successful candidate must be resourceful, organized, proactive, detail-oriented, have a strong ability to problem-solve, multi-task and be a team player. The role will cover Brookfield and Oaktree private fund products and will report to the Senior Vice President.

Key Responsibilities

• Assist in the execution of key investor servicing initiatives
• Coordinate across multiple groups within the firm to ensure consistent, proactive, timely, professional and accurate investor interactions
• Assist in implementing standardized investor servicing protocols across the firm to provide a high-quality, consistent investor experience
• Communicate with external and internal stakeholders in a knowledgeable, clear and professional fashion
• Manage relationships and liaise with third party service providers and Brookfield and Oaktree funds teams related to private wealth activities
• Respond to phone and email inquiries from investors and wealth advisors regarding account maintenance, periodic fund performance updates and requests for investor materials
  
  

Qualifications & Requirements

• 3-4 years of experience in one or more of the following areas: investor servicing, investor relations, client service, accounting, fund operations, fund accounting, fund administration
• CPA, CA, CFA, CAIA, or progress towards one of these designations
• Experience working with private funds and/or public securities; knowledge of real estate, infrastructure and/or private equity preferred
• Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition
• Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, global environment
• Excellent organizational skills and ability to handle pressure effectively to successfully manage multiple high-priority initiatives simultaneously while maintaining the highest standards of work product and adhering to stringent deadlines
• Experience working with third party service providers including administrators, custodians, auditors, and transfer agents is an asset
• Detail-oriented
• Exceptional work ethic and intellectual curiosity
• Positive, can-do attitude, exhibiting humility, professionalism and patience
• Analytic and strategic thinker with the ability to assess complex situations, make effective recommendations and oversee projects through completion
• Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization
  
  

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.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business, Management, and Business Development

• Industries

  Investment Management, Financial Services, and Venture Capital and Private Equity Principals

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