German Speaking Client Associate

CFA Institute; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Brookfield in London seeks a Client Associate within the Global Client Group to support fundraising and client servicing for institutional investors across DACEE regions and asset classes. The role involves coordinating meetings, due diligence, and investor communications while leveraging Salesforce for reporting.

The position is based in London, with an opportunity to relocate to Frankfurt after 12 months.

Qualifications

• 3+ years in the financial services industry, ideally in a client-facing role within asset management.
• Strong investment and financial analytical capabilities; knowledge of private markets/alternative investments a bonus.
• Fluency in German and English is required.

Responsibilities

• Support fundraising and client servicing for institutional investors in DACEE across Real Estate, Infrastructure, Renewable Power/Transition, Private Equity and Credit.
• Coordinate and attend investor meetings, due diligence, and client events in collaboration with CRMs/CSRs.
• Maintain and utilize Salesforce for internal reporting and opportunities tracking; support ad-hoc business development activities.

Skills

Client relationship management

Salesforce

Microsoft Office

Interpersonal skills

German language

Education

Undergraduate degree

Postgraduate studies in finance (CFA/MBA/CA)

Tools

Salesforce

Job description

Location

London - One Canada Square, Level 26

Business - Global Client Group

Brookfield is one of the world's largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield's Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield's various private funds and Affiliate Managers.

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 Client Associate Function sits within the Global Client Group and supports the Client Relationship Managers (CRM) and Client Service Relationship Managers (CSR). Specifically, the incumbent will will support the fundraising and client servicing efforts for institutional investors based in Germany, Austria & Central Eastern Europe (DACEE) across Real Estate, Infrastructure, Renewable Power/Transition, Private Equity, and Credit. The role will encompass all aspects of the fundraising process (marketing activities, direct client communications, research, client/prospect due diligence) as well as supporting relationships with existing investors. The role will be based in London however there will be an opportunity to relocate to Frankfurt after 12 months.

JOB PURPOSE

Business Development

• Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes
• Work with CRMs to originate new client investment activity across the DACEE region
• Coordinate dedicated DACEE client events in conjunction with the Events team
• Coordinate and attend update/diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)
• In collaboration with the diligence team, support clients through due diligence

Client Servicing

• Work with CSRs to service investors including:
• In collaboration CSRs and Investor relationship support clients with requests and ongoing investor queries
• Support investors onboarding and subscription documentation processes

General Coordination

• Support CRMs and CSRs with Brookfield's internal CRM system (Salesforce), ensuring the system is up to date for internal reporting purposes and the ongoing tracking of the team's fundraising and servicing opportunities
• Assist with ad-hoc business development activities
• Conduct alternative asset industry research and client-specific research to map out the DACEE market across asset classes
• Monitor industry press for information relating to our respective prospects and competitors
• In conjunction with Fundraise Management Teams, Diligence Teams, Events Teams and Coordinators, help coordinate road shows, conferences, and investor meetings

QUALIFICATIONS REQUIRED

• Undergraduate degree
• Postgraduate studies in finance such as CFA, MBA, or CA/CPA advantageous

EXPERIENCE & COMPETENCIES REQUIRED

• Relevant experience (3+ years) in the financial services industry; ideally in a client-facing role within asset management
• Strong investment and financial analytical capabilities. Knowledge of private markets/alternative investments a bonus
• Strong time and project management skills
• High proficiency in Microsoft Office (Word, PowerPoint, and Excel).
• Experience of Salesforce ideal but not required.
• Team player with positive attitude, collaborative mindset, desire to learn and proactive approach to work
• Ability to develop strong internal/external relationships
• Ability to multi-task, project manage and work in a very fast-paced and team-oriented environment
• Excellent interpersonal, analytical, and creative problem-solving ability
• Strong written and verbal communication skills
• Self-motivated with a high level of attention to detail
• Fluency in German and English is a requirement

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.

We are proud to create a diverse environment and are proud to be an equal opportunity employer.

We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.