Analyst/Associate, Portfolio Management, Credit

Brookfield Asset Management; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading global alternative asset manager, Brookfield Asset Management, seeks an Analyst/Associate for its New York team. This role focuses on portfolio management, working closely with institutional clients to craft and execute tailored investment strategies in a dynamic environment. Ideal candidates will bring strong analytical skills, a commitment to teamwork, and a proactive attitude to foster a collaborative culture while navigating diverse investment opportunities.

Qualifications

• 2-5 years of experience in portfolio management or multi-sector portfolio strategy.
• Experience with insurance clients and private credit investments is a plus.

Responsibilities

• Assist in formulating and implementing customized asset allocation strategies.
• Monitor investment pipelines and assist with allocation and execution of investments.
• Develop and present reports on investment performance and risk.

Skills

Analytical skills

Communication skills

Team-oriented

Detail-oriented

Self-motivated

Education

Bachelor's degree in accounting, finance, or economics

Tools

MS Excel

Bloomberg

BlackRock Aladdin

Job description

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor

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

Analyst/ Associate, Portfolio Management, Credit

Brookfield Asset Management (NYSE/TSX: BAM) is a leading global alternative asset manager with approximately $1 trillion of assets under management across renewable power & transition, infrastructure, private equity, real estate, and credit. Our objective is to generate attractive, long-term risk-adjusted returns for the benefit of our clients and shareholders. Brookfield Asset Management manages a range of public and private investment products and services for institutional and retail clients. We earn asset management income for doing so and ensure strong alignment of interests with our clients by investing alongside them. Our access to large-scale capital enables us to make investments in sizeable, premier assets and businesses across geographies and asset classes that we believe few others can.

Brookfield Credit manages approximately $305 billion of assets globally, focused on a broad range of private credit investment strategies, including infrastructure and renewable credit, real estate, asset backed, and corporate credit. Return profiles span investment grade, sub-investment grade, and opportunistic. The business combines Brookfield’s substantial credit history with strategic partners, including Oaktree Capital Management, Castlelake, LCM Partners, 17Capital, and Primary Wave Music. As one of the world’s largest and most experienced credit managers globally, we deliver flexible, specialized capital solutions to borrowers, and attractive risk-adjusted returns to our investors.

Brookfield has a dynamic and strong ‘promote from within’ culture. We seek team members who have a long-term focus and whose values align with the Attributes of a Brookfield Leader, which are Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through interesting work assignments and exposure to a diverse set of businesses.

Position Summary:

Brookfield is is seeking an analyst or associate to join our New York-based investment team as a portfolio manager focused on third-party client accounts including insurance and other institutional investors. Responsibilities will include working with sector origination teams to ensure that investment opportunities sourced through Brookfield’s global credit platform are appropriately and consistently applied to client portfolios in line with portfolio guidelines and risk budgets. The candidate will contribute to the portfolio management process by providing assistance throughout the life cycle of an investment and its implementation in client portfolios. The role will be based in Brookfield’s New York offices at Brookfield Place.

The ideal candidate will be a team player that demonstrates exceptional communication skills, strong work ethic, an entrepreneurial attitude and a strong desire to learn and grow. The candidate will be expected to work on multiple transactions simultaneously and is expected to know how to manage a workload. There will frequently be things that are new to the team, so there will be an element of learning and discovery that requires strong analytical skills. This role provides a highly motivated individual with a solid foundation and exposure to a progressive and dynamic career within Brookfield Credit.

Responsibilities:

• Assist in formulating and implementing customized asset allocation strategies for insurance and other institutional investors.

• Monitor investment pipelines and utilize asset allocation, portfolio construction and risk management skills to assist with allocation and execution of investments.

• Develop and present reports on investment pipeline, deployment, performance and risk, including monitoring ongoing compliance with investment guidelines.

• Work closely with the group’s Finance & Operations teams to ensure smooth client onboarding process and account activation for new mandates.

• Contribute to ongoing client experience and new business development efforts by participating in portfolio reviews and client pitches.

• Collaborate with technology services for integration and process enhancement, while actively participating in system implementation projects for ongoing process improvements

• Respond to inquiries and requests from clients or other departments or escalate to manager on a timely basis

• Monitor changes to existing portfolios and apply the changes to all back-office systems.

• Design ad-hoc reports for special requests from clients or internal requests.

• Make sure all the procedures are documented and maintained.

• Contributing to a dynamic, team-oriented working culture

• Supporting ad-hoc requests and analysis as needed, and other special duties and projects as assigned

Qualifications & Requirements:

• Demonstrated track record of excellence in academic, professional, and personal contexts

• Bachelor’s degree in accounting, finance, economics, or other relevant fields is required.

• At least 2-5 years of portfolio management or multi-sector portfolio strategy experience; prior experience with insurance clients and private credit investments a plus

• Advanced knowledge of MS Excel, familiarity with Bloomberg, BlackRock Aladdin, programming languages a plus

• Strong analytical and conceptual thinker who works well in a fast-paced, dynamic, complex and unstructured environment

• Thorough and meticulous with extreme focus on details.

• Self-motivated and proactive with the ability to operate independently.

• Team-oriented with a commitment to shared success.

• Excellent interpersonal skills and ability to develop collaborative relationships at all levels.

• Ability to prioritize multiple responsibilities to meet internal and external deadlines.

• High degree of professional ethics and integrity.

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 be an equal opportunity employer.

Salary Range: $120,000 - $160,000

Our compensationstructure is comprised ofa base salary and a short-term incentive program (cash bonus). Cash compensationtends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education, and designations.

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.