R2051449 Associate, Global Client Group – Diligence Management (Infrastructure) (Contract) (Open)

Brookfield Asset Manager (UK) Holdco Limited; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

Brookfield Asset Manager (UK) Holdco Limited is seeking an Associate in Diligence Management based in New York. The role involves managing the end-to-end fund due diligence process and partnering with various stakeholders to ensure a top-notch diligence experience.

The ideal candidate will have a Bachelor’s degree, at least 4 years of relevant experience, and a strong understanding of infrastructure investment products. The position offers a competitive salary of $120,000 - $150,000 annually, reflecting market conditions and individual qualifications.

Qualifications

• 4+ years of experience in private fund marketing or due diligence.
• Strong understanding of infrastructure investment products.
• Excellent verbal and written communication skills in English.

Responsibilities

• Manage due diligence deliverables for clients during fundraising.
• Respond to investor diligence requests and provide technical materials.
• Create initial due diligence materials and coordinate client meetings.

Skills

Project management

Communication skills

Due diligence processes

Technical knowledge of private funds

Interpersonal skills

Education

Bachelor’s degree in finance, economics, or related fields

Tools

Salesforce

Loopio

Microsoft Office Suite

Job description

Location

Brookfield Place New York – 225 Liberty Street, 8th Floor Business – Global Client Group

Job Overview

The Diligence Management team is responsible for managing the end-to-end fund due diligence process for Brookfield’s various private funds. The Associate serves a critical function within the team by 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 prospective investors and drive client conversions for Brookfield’s open‑ended core infrastructure fund. The Associate is expected to manage all aspects of the due diligence process, partnering directly with prospective investors, CRMs, and other stakeholders. This includes creating initial diligence materials and deliverables during fundraising, including RFPs, DDQs, and other materials, as well as coordinating client calls, meetings, asset tours, and on‑site meetings to advance investor due diligence processes.

Key Responsibilities

• Developing and managing the due diligence deliverables required to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD/ODD presentations, and related materials.
• Completing the quarterly suite of deliverables for consultants and providing regular data and content updates to consultant databases.
• Working closely with stakeholders, especially the Investor Relations team and investment professionals, to respond to investor diligence requests and provide nuanced technical materials that advance the fund diligence process.
• Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts, including Tax, Legal, Operations, and other teams, as part of the fund due diligence process. This includes managing calls, meetings, asset tours, on‑site meetings, due diligence days, and related activities.
• Creating initial due diligence materials prior to fund launch, including standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, and related materials.
• Building a thorough understanding of the firm’s infrastructure products, investment strategies, portfolio, corporate structure, history, and operations to facilitate the accurate and consistent creation of diligence content; developing a deep understanding of Brookfield’s infrastructure business and the ability to clearly and succinctly communicate the Brookfield story to investors.
• Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, and related resources.
• Demonstrating excellent interpersonal and communication skills, both verbal and written, and the ability to work directly with clients, CRMs, senior investment professionals, and other team members under tight deadlines and across jurisdictions.
• Managing other client‑facing materials and channels related to fund due diligence, including updating consultant databases and maintaining marketing collateral during the fundraising period, such as pitchbook presentations, standard DDQs, case studies, and related materials.

Qualifications

• Bachelor’s degree in finance, economics, business management, marketing, communications or another relevant discipline.
• 4+ years of experience in private fund marketing, due diligence, client services or another fundraising or client function. Experience in core‑infrastructure is strongly preferred.
• Familiarity with investment products and services, including a strong understanding of the infrastructure asset class; 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 is strongly preferred.
• Experience in high‑volume processes and technology‑enabled solutions.

Core Competencies and Behaviours

• Outstanding verbal and written communication skills in English.
• Good technical knowledge and familiarity with private funds generally; ideally a solid understanding of the LP mindset and needs when conducting due diligence, including familiarity with distinct institutional client types (pension funds, sovereign wealth funds, endowments, family offices, etc.).
• High 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; highly organized with proven ability to handle multiple concurrent assignments.
• Works 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 and exposure in working 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.

Compensation

Salary: $120,000 - $150,000 (prorated). The 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 relative experience, overall years of experience, industry experience, education, and designations.

EEO Statement

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.