Vice President, Diligence Managment (Private Equity), Global Client Group

Brookfield; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading investment manager in Toronto seeks a Vice President for Diligence Management in their Private Equity Global Client Group. This role involves overseeing the due diligence process and ensuring quality control for investor interactions. Candidates should have over 10 years of private equity experience and strong communication skills. This full-time position offers a comprehensive compensation package and opportunities for professional growth.

Qualifications

• 10+ years of experience in private equity asset class.
• Strong understanding of due diligence processes.
• Experience in managing global stakeholder relations.

Responsibilities

• Oversee due diligence deliverables necessary during fundraising.
• Establish relationships with stakeholders for investor diligence.
• Design individual diligence plans with clients.

Skills

Excellent technical knowledge of private equity

Outstanding verbal and written communication skills

Strong project management skills

Relationship management skills

Attention to detail

Education

Bachelor's degree in finance, economics, or similar

Master's degree or MBA

Tools

Microsoft Office Suite

Salesforce

PowerBI

Loopio

Job description

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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.

Location

Brookfield Place - 181 Bay Street

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 is a global asset manager focused on real estate, infrastructure, renewable energy & transition, private equity and private credit with approximately USD 1 trillion in assets under management.

The Global Client Group (GCG) manages institutional relationships and raises capital for Brookfield’s various private funds.

The Diligence Management team is responsible for managing the end-to-end fund due diligence process for Brookfield’s various private funds. The team oversees all aspects of the fund due diligence process, from fund launch and initial client interest to IC approval.

The Vice President, Private Equity serves a critical function within the team, working directly with clients and partnering with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax and other stakeholders to deliver a best-in-class diligence experience for prospects and drive client conversions.

The Vice President plays a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to lead all aspects of the due diligence process for Brookfield’s private equity funds. This includes overseeing the initial creation of diligence materials prior to fund launch, leading all diligence activity during fundraising and managing client calls, meetings, asset tours, on-sites to advance investor due diligence processes.

The position is expected to develop significant expertise in Brookfield’s private equity investment platform and funds. The position will serve as a client-facing contact, working directly with investors to guide them through the due diligence process. The role is will potentially cover focused on private equity investors on a global basis.

The responsibilities of the role include :

• Responsible for oversight and quality control across all due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.
• Establishing strong relationships with stakeholders to ensure the team can successfully respond to investor diligence requests, especially the investor relations team and investment professionals as well Fundraise Management and CRM team.
• Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including leading calls, meetings, asset tours, arranging on-sites, due diligence days, etc.
• Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients
• Oversee the initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)
• Building a thorough understanding of the firm's private equity funds, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content; develop a deep understanding of the firm’s private equity business, being able to clearly and succinctly communicate the Brookfield story to investors. The Vice President will be expected to coach, develop and mentor junior professionals in the team to do the same.
• Contributing to the firm’s suite of tools and resources to respond to private equity investor requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.
• Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members at different experience levels under tight deadlines and across jurisdictions.

QUALIFICATIONS REQUIRED :

Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline; master’s degree or MBA would be an advantage. CFA, CAIA or similar designations are also advantageous.

EXPERIENCE REQUIRED :

10+ years of experience working with private funds in the private equity asset class focusing on marketing, investor relations, due diligence, sales, client services or other fundraising or client function.

Familiarity with investment products and services, including a strong understanding of the private equity asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired.

Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred.

Experience in high volume processes and technology enabled solutions.

KEY COMPETENCIES / BEHAVIOURS REQUIRED :

Excellent technical knowledge and familiarity with the private equity asset class and private funds generally; strong understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types across the globe (pension funds, sovereign wealth funds, endowments, family offices, etc.)

Outstanding verbal and written communication skills.

Strong attention to detail in written materials and quantitative data is crucial.

Strong understanding of due diligence processes, with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments

Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.

Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)

Proficiency with Microsoft Office Suite

Excellent planning and organizational skills.

Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies and investors

Shares information with team members in a clear and concise manner.

Proactively seeks opportunities to get involved in more challenging projects.

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

Self-motivated and proactive, both with respect to managing workload and own professional development.

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

Executive

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

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

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