Associate, Investor Services, Brookfield Oaktree Wealth Solutions

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

Job summary

An established industry player is seeking an Associate for their Investor Services team. This role is pivotal in supporting private wealth client relations, requiring a blend of strong organizational skills and proactive problem-solving abilities. The ideal candidate will thrive in a dynamic environment, working closely with various teams to ensure a seamless investor experience. With a commitment to excellence and a collaborative culture, this position offers a unique opportunity to contribute to innovative investment solutions. If you're ready to make a meaningful impact in the world of alternative investments, this role is for you.

Qualifications

• 3-4 years of experience in investor servicing or client service.
• Strong communication and organizational skills are essential.

Responsibilities

• Assist in executing investor servicing initiatives and maintaining client relationships.
• Coordinate with multiple teams for timely and professional investor interactions.

Skills

Client Service

Problem Solving

Organizational Skills

Communication Skills

Analytic Thinking

Education

CPA

CFA

CAIA

Tools

Fundserv

Job description

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 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.
• CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset.
• Experience working with private funds and/or public securities; knowledge of real estate, infrastructure and/or private equity preferred.
• Experience working with Fundserv is an asset.
• 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.