Associate / Senior Associate, ABF Investments

BNRE US Services LLC; New York (NY); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Job summary

Brookfield Asset Management, through Brookfield Wealth Solutions, is seeking an analyst to support structuring and rating agency efforts in New York. The role focuses on private investments for an insurance balance sheet, with emphasis on CLO/ABS securitizations and asset-backed financings.

You will build cash flow models, assist in due diligence, prepare investment committee materials, and coordinate with tax, legal and accounting teams.

Qualifications

• Bachelor's degree with excellent academic record.
• 2–4 years of experience in reading/analyzing CLO/ABS securitizations and related asset-backed financings.
• Familiarity with rating agency processes and securitization methodologies.
• Proficiency in MS Excel, PowerPoint, VBA, and Intex.

Responsibilities

• Support senior team members in structuring private investments for an insurance balance sheet, including analyses informing structural decisions.
• Participate in rating agency calls and track methodology changes affecting structures.
• Assist in exploring novel or bespoke structures for new and existing asset classes with senior deal leads.
• Draft, review, and markup transaction documentation (indentures, servicing agreements, purchase agreements) with legal counsel to reflect terms.
• Coordinate with internal tax, legal, and accounting teams to incorporate feedback into investment structures.
• Prepare investment committee memos and screening materials; monitor portfolio performance against underwriting assumptions.

Skills

MS Excel

PowerPoint

VBA

Intex

Education

Bachelor's degree

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

Structuring & Rating Agency Support

• Support senior team members in structuring private investments for an insurance balance sheet to be efficiently capitalized, including preparing analyses that inform structural decisions
• Participate in rating agency calls and help track methodology changes that could affect existing or prospective structures
• Assist in exploring novel or bespoke structures for new and existing asset classes, bringing creative thinking to structuring problems alongside senior deal leads
• Work with legal counsel to draft, review, and mark up transaction documentation (indentures, servicing agreements, purchase agreements), ensuring legal documentation and trustee reporting accurately reflect agreed-upon deal terms
• Coordinate with internal tax, legal, and accounting teams to incorporate their feedback into investment structures

Modeling & Analytics

• Build and maintain detailed cash flow and waterfall models for private asset-based transactions across various asset classes
• Collaborate with the asset management and analytics teams to keep cash flow models current on an ongoing basis for live and closed transactions
• Analyze rating agency methodologies and regulatory capital treatment (e.g., NAIC/RBC considerations) and translate their implications into structuring and asset selection decisions

Deal Screening & Execution

• Work closely with BAM to screen potential investment opportunities, assessing initial fit against BWS' investment strategy, asset class priorities, and risk appetite
• Support due diligence on opportunities selected for further review, including collateral-level data analysis, historical performance review and servicer/originator assessments
• Prepare investment committee memos and screening materials
• Work alongside the asset management and risk teams to monitor existing portfolio investments, tracking performance against underwriting assumptions and flagging emerging risks
• Conduct market and sector research to inform investment decisions and identify structuring trends relevant to the team's target asset classes

Candidate Profile

• Bachelor's degree with an excellent academic record
• Minimum 2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financings; experience in multiple asset classes a plus
• Exposure to rating agency processes and securitization methodologies; direct rating agency interaction a plus
• Knowledge or familiarity with insurance investment management a plus
• Demonstrated proficiencies in MS Excel, PowerPoint, VBA, and Intex
• Proactive self-starter with high attention to detail, intellectual curiosity, and motivation
• Ability to work concurrently across multiple live transactions and asset classes
• Excellent organizational and communication (verbal and written) skills

Salary: $150k - $220k

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.

Work Environment & Diversity

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.

About Brookfield

Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit. Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world- including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.