Investment Operations Analyst — CLO/CFO Focus

Brookfield Asset Management; Toronto; On-site; CAD 65,000 - 75,000; Full time

Job summary

Brookfield Asset Management Credit and Insurance Solutions Advisors LP is seeking an Analyst, Investment Operations, SPV to support CLO/CFO portfolios and middle-office functions in Toronto. You will interact with investment and legal teams, handling settlement, lifecycle management, and risk analytics.

The role is based in Brookfield’s Toronto offices at Brookfield Place. Ideal candidates have 2–3 years of relevant experience, a degree in accounting/finance/economics, and strong Excel/Power BI

Qualifications

• 2-3 years of experience; CPA/CFA/CAIA designation preferred.
• Undergraduate degree in accounting, finance, economics or related field required.
• Exposure to CLO structures, securitizations or structured products.
• Knowledge of trade life-cycle processes in Investment Operations / Middle Office.
• Ability to interpret complex legal/structural documentation.
• Proficient in settlements and reconciliations.
• Advanced Excel skills; Power BI and VBA advantageous.
• Strong analytical and detail-oriented mindset; team-oriented and ethical.

Responsibilities

• Support trade settlement and life-cycle management of credit securitizations.
• Review legal documentation including credit agreements.
• Review waterfall calculations and liaise with administrators.
• Coordinate with external service providers for end-to-end processes.
• Perform cash/position reconciliations and ensure data integrity.
• Monitor investment restrictions and post-trade testing.
• Create ad-hoc reports for clients and internal requests.
• Assist onboarding and KYC with borrowers and counterparties.
• Collaborate with investment, legal and accounting teams.
• Support complex transactions, deal closings and new initiatives.

Skills

Analytical thinking

Team collaboration

Detail oriented

Self-motivated

Education

Undergraduate degree in accounting, finance, economics

CPA/CFA/CAIA designation preferred

Tools

Microsoft Excel

Power BI

VBA

Job description

Brookfield Asset Management Credit and Insurance Solutions Advisors LP is seeking an Analyst, Investment Operations, SPV to support CLO/CFO portfolios and middle-office functions in Toronto. You will interact with investment and legal teams, handling settlement, lifecycle management, and risk analytics.

The role is based in Brookfield’s Toronto offices at Brookfield Place. Ideal candidates have 2–3 years of relevant experience, a degree in accounting/finance/economics, and strong Excel/Power BI