Global Client Group, Client Relationship Management, Vice President

Brookfield Asset Management; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading asset management firm is seeking a Client Relationship Manager in Toronto, Ontario. You will originate and manage institutional investor relationships and fundraising for private market strategies. Ideal candidates have 10+ years of experience, preferably in funds management, and are fluent in French. Strong communication, planning, and analytical skills are essential for success in this fast-paced role.

Qualifications

• 10+ years of professional experience in funds management and/or IR, fundraising.
• Experience working with institutional investors.
• Experience in analyzing and summarizing complex information.

Responsibilities

• Originate institutional investor relationships in Central & Eastern Canada.
• Manage and execute fundraising of Brookfield's private market strategies.
• Coordinate client meetings and track follow-ups.

Skills

Fluency in French

Understanding client needs

Attention to detail

Planning and organizational skills

Strong communication skills

Team player mentality

Problem-solving ability

Education

Appropriate college degree in accounting/finance/business

Postgraduate studies in finance, MBA, or CFA/CPA qualified

Tools

Salesforce

Excel

Microsoft Word

Job description

Job Description

Purpose of the role :

The role of the Client Relationship Manageris to originate institutional investor relationships, raise capital and manage investor relationshipsin Central & Eastern Canada

Responsible for :

Represent Brookfield amonginstitutional investorsin Central & Eastern Canada.

Prospecting& originating relationships, including but not limitedto :

Developing a strategic business plan for raising institutional capital for Brookfield’s private market strategies.

Conductingcompetitor analysisand research

Managing and executing the outreach to investors

Fundraising

Managing and executing fundraising of Brookfield’s private market strategies to institutionalinvestors including :

Initial pitches

Facilitating investment professional meetings and due diligence processes

Facilitating the closing and onboarding of investors

Managing investor relationships and supporting investors through thefull life cycle of the relationship, including butnotlimited to :

Managing investor request

Coordinating client meetings, preparing briefing notes, attending meetings,takingmeeting notes and tracking follow-ups / next steps

Coordinatingroadshows,conferences,andclienteventswith respectiveteams

Bringing the Brookfield organization to the investor

Managingtheinternalclientrelationship managementdatabasethat tracks progress on marketing and relationship managementactivities

Coordinating and collaborating with all parts of the Brookfield organization to enhance the interactions and value theinvestor

Qualifications, Experience and Skills

Fluency in French strongly preferred

Experience

10+ years of professional experience ideally in funds management and / orIR, fundraising

Experience with working with institutionalinvestors

Preferable :

Experience in real estate, infrastructure and / or private equity assetclasses

Experience in analyzing and summarizing complexinformation

Fund marketing sales and supportexperience

Experience working in an international organization andteam

Key Competencies

Ability to understand and anticipate clientneeds

Inquisitive and high attention to detail

Excellent planning and organizational skills

Strong written and verbal communication skillsandabilityto shareinformation in a clear and concisemanner

Team player with a positive attitude and proactive approach to work

Able to develop strong internalandexternal networkand build meaningfulrelationship

Proactively seeks opportunities to get involved in more challengingprojects

Ability to multi-task and work in a very fast-paced and team-oriented environment

Excellent interpersonal, analytical, and creative problem-solving ability

Proficiency in Salesforce, Excel, Microsoft Word

Qualifications

Appropriatecollegedegree in accounting / finance / business

Post graduate studies in finance, MBA, orCFA / CPA qualified would be highlyregarded