Associate, Asset-Based Finance Portfolio Management

Brookfield; New York (NY); On-site; USD 150,000 - 180,000; Full time

Job summary

Brookfield in New York, NY is seeking an Associate for Asset-Based Finance Portfolio Management. The role involves investment monitoring, cash flow modeling, and valuation reporting. Candidates should have a Bachelor’s degree and 2-4 years of relevant experience, particularly in CLO or ABS securitizations. Strong skills in MS Excel and a familiarity with Intex or Bloomberg are essential. The position offers a competitive salary range of $150,000 to $180,000 and emphasizes a commitment to a diverse and respectful work environment.

Qualifications

• 2-4 years of experience in analyzing documentation of CLO or ABS securitizations.
• Ability to review and analyze monthly servicing reports.
• Knowledge of insurance investment management is a plus.

Responsibilities

• Partner with deal teams to transition investments post-closing.
• Track KPIs and monitor performance across the portfolio.
• Validate model outputs against legal documentation.

Skills

Financial analysis

MS Excel

MS PowerPoint

Cash flow modeling

Communication skills

Education

Bachelor's degree

Tools

Intex

Bloomberg

Job description

Associate, Asset-Based Finance Portfolio Management page is loaded## Associate, Asset-Based Finance Portfolio Managementlocations: New York, New Yorktime type: Full timeposted on: Posted Yesterdayjob requisition id: R2050013**Location**Brookfield Place New York - 225 Liberty Street, 8th Floor**Business - Wealth Solutions**Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance**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****Investment Monitoring & Portfolio Oversight*** Partner with deal teams to transition investments post-closing and define KPIs* Track KPIs and monitor performance across the asset-based finance portfolio, assessing returns, risks, and concentrations on an ongoing basis* Analyze collateral and structural profile as well as market trends to identify emerging risks and escalate potential issues to the deal team and investment leadership* Maintain investment watchlists and work with Risk team to ensure accurate internal risk designations**Cash Flow Modeling & Analytics*** Maintain transaction-level cash flow models upon handoff from deal team, including working with consultants to implement deal models in Intex post-closing* Roll forward cash flow projections and Intex models* Validate model outputs against legal documentation and trustee reports* Ensure model outputs are accurately reflected in Brookfield’s internal analytics systems**Valuation & Reporting*** Ensure timely receipt and completeness of various reporting requirements from borrowers and originators* Maintain ongoing engagement with trustees, servicers, and third parties to ensure data accuracy and transparency* Coordinate with Trustee and Operations team to ensure timely production of monthly and waterfall reports. Validate waterfall reports and ensure alignment with deal documents* Coordinate quarterly valuation processes with third-party providers* Support internal and external audits and respond to valuation-related inquiries* Ensure consistency across investment, accounting, and reporting systems**Qualifications*** Bachelor’s degree with an excellent academic record* 2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financing; experience in multiple asset classes a plus* Ability to review and analyze monthly servicing reports/ performance reports* Knowledge or familiarity with insurance investment management a plus* Strong capabilities in MS Excel and PowerPoint and Intex; Bloomberg experience a plus* Proactive self-starter with high attention to detail, intellectual curiosity, and motivation* Excellent organizational and communication (verbal and written) skillsSalary Range: $150,000 - $180,000Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends 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.