Associate, Investments

Brookfield; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

Brookfield Wealth Solutions in New York is seeking an Associate for the M&A team to help identify, originate, and execute investments with a primary focus on insurance and financial services. You will work closely with junior and senior team members, Brookfield management, and portfolio companies, handling diligence, modeling, and portfolio development in a dynamic environment.

The role requires 2–3 years in IB/M&A, strong financial modeling, and the ability to produce client-ready materials.

Qualifications

• Degree in finance, accounting, or related business discipline.
• 2–3 years of work experience in Investment Banking, M&A, or other relevant areas.
• Experience covering financial services with experience in insurance and asset management is required.
• Professional, positive attitude and able to contribute to a dynamic, team-oriented culture.
• Experience conducting research and due diligence, evaluating opportunities, performing financial and valuation analysis, and producing client-ready materials.
• High proficiency in PowerPoint and Excel with outstanding financial modeling skills.
• Strong judgement, quantitative and analytical skills with attention to detail.
• Ability to adapt to a fast-paced environment and own improvements.

Responsibilities

• Participate in due diligence of potential investments, including identifying key merits and risks, meeting with management, and coordinating with third-party advisors.
• Assist in preparing and presenting investment committee memos, presentations, and analyses to support investments.
• Develop financial models and investment theses through independent work.
• Conduct market research to support investment strategies and identify opportunities.
• Help lead coverage of the insurance sector and maintain a view of opportunities and trends with senior team members.
• Build relationships across the organization and assist in managing insurance operating businesses.

Skills

Financial modeling

Due diligence

Investment analysis

Client-ready materials

Team collaboration

Communication skills

Education

Finance, Accounting or related discipline

Tools

PowerPoint

Excel

Job description

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

The Associate will join the M&A team within Brookfield Wealth Solutions. The individual will assist senior members of the team to identify, originate, and execute investments with a primary focus on insurance and broader financial services opportunities. The individual will be expected to take a central role in the continued development of the team’s work in the insurance sector and will work closely with junior and senior team members, senior members of Brookfield’s management team, and portfolio companies. This is a highly dynamic role with involvement throughout the investment process and ongoing portfolio management

Responsibilities:

• Participate in due diligence of potential investments, including identifying key investment merits and risks, meeting with management, reviewing transaction documentation, and working in conjunction with third-party advisors as required
• Assist in the preparation and presentation of investment committee memos, presentations, and other analyses to support investments
• Perform extensive independent work in the development of financial models and investment thesis
• Conduct market research to support the development of investment strategies and to identify transaction opportunities
• Help lead coverage of the insurance sector and work with senior members of the team to maintain a view of opportunities and trends
• Build relationships with frequent contacts across the organization and assist with the management of our insurance operating businesses

Qualifications & Requirements:

• Degree in finance, accounting, or related business discipline
• One to three (2-3) years of work experience in Investment Banking, M&A, or other relevant areas
• Experience covering financial services with experience in insurance and asset management required
• A professional, positive attitude and capable of contributing to a dynamic and team-oriented culture
• Experience conducting research and due diligence, evaluating transaction opportunities, performing financial and valuation analysis, and producing “client ready” investment materials
• High level of proficiency in PowerPoint and Excel and outstanding financial modeling skills
• Judgement, critical thinking and strong quantitative and analytical skills combined with attention to detail and thoroughness, with the ability to assess complex situations and make effective recommendations
• Ability to adapt to new challenges in a dynamic and fast-paced environment
• Self-motivated and proactive with the ability to operate independently and willingness to own and improve processes
• Strong interpersonal, written and verbal communication skills with a proven track record of working with individuals across various levels and backgrounds
• Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines and the ability to deal professionally with internal and external stakeholders
• Interest in continuous improvement of our processes and outputs
• Demonstrates a commitment to shared success above personal accomplishment or recognition
• High degree of professional ethics and integrity

Salary Range: $150k -$200k

Our 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. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.