Associate, Investments

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

Job summary

Brookfield Wealth Solutions in New York is seeking an Associate to join the M&A team. You will assist senior team members to identify, originate, and execute investments with a primary focus on insurance and broader financial services opportunities, coordinating with management and portfolio companies.

Responsibilities include due diligence, preparing investment memos and analyses, developing detailed financial models, conducting market research, and helping lead coverage of the insurance sector

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.
• Strong modeling, research, and client-ready investment materials.

Responsibilities

• Participate in due diligence of potential investments, including identifying key investment merits and risks.
• Assist in the preparation and presentation of investment committee memos, presentations, and analyses.
• Perform extensive financial modeling and develop investment theses.
• Conduct market research to support investment strategies and opportunities.
• Help lead coverage of the insurance sector and maintain a view of opportunities and trends.
• Build relationships across the organization and with management and portfolio companies.

Skills

Financial modeling

Due diligence

Financial analysis

PowerPoint

Excel

Investment Banking

Education

Finance/Accounting degree

Tools

PowerPoint

Excel

Job description

LocationBrookfield Place New York - 225 Liberty Street, 8th FloorBusiness - Wealth SolutionsBrookfield 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 insuranceBrookfield CultureBrookfield 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 DescriptionThe 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 managementResponsibilities: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 requiredAssist in the preparation and presentation of investment committee memos, presentations, and other analyses to support investmentsPerform extensive independent work in the development of financial models and investment thesisConduct market research to support the development of investment strategies and to identify transaction opportunitiesHelp lead coverage of the insurance sector and work with senior members of the team to maintain a view of opportunities and trendsBuild relationships with frequent contacts across the organization and assist with the management of our insurance operating businessesQualifications & Requirements:Degree in finance, accounting, or related business disciplineOne to three (2-3) years of work experience in Investment Banking, M&A, or other relevant areasExperience covering financial services with experience in insurance and asset management requiredA professional, positive attitude and capable of contributing to a dynamic and team-oriented cultureExperience conducting research and due diligence, evaluating transaction opportunities, performing financial and valuation analysis, and producing “client ready” investment materialsHigh level of proficiency in PowerPoint and Excel and outstanding financial modeling skillsJudgement, 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 recommendationsAbility to adapt to new challenges in a dynamic and fast-paced environmentSelf-motivated and proactive with the ability to operate independently and willingness to own and improve processesStrong interpersonal, written and verbal communication skills with a proven track record of working with individuals across various levels and backgroundsOrganizational 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 stakeholdersInterest in continuous improvement of our processes and outputsDemonstrates a commitment to shared success above personal accomplishment or recognitionHigh degree of professional ethics and integritySalary Range: $150k -$200kOur 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.