Regional Analyst

Brookfield Asset Management; New York (NY); On-site; USD 75,000 - 85,000; Full time

Job summary

Brookfield Asset Management is seeking a Regional Analyst to join the US Sales team in New York, focusing on prospecting and developing advisor relationships across regions. You will analyze sales trends and manage inbound calls, delivering best-in-class service and strategic sales plans.

You will engage with financial advisors, discuss market conditions and fund objectives, and collaborate with multiple departments to drive new business and strong client outcomes.

Qualifications

• Bachelor’s degree or equivalent experience.
• FINRA Series 7 and 63 licensing a plus (must acquire within firm-defined time period).
• Curiosity about sales, prior sales experience a plus.
• Desire to learn about Capital Markets, alternative investments, mutual funds, private equity, and the impact of economic factors.
• Consultative, client first approach.
• Strong written, verbal, and interpersonal communication skills.
• A digital and data-driven approach.

Responsibilities

• Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.
• Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors.
• Manage inbound calls from financial advisors.
• Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
• Develop and implement sales plan strategies with the primary focus of prospecting new business.
• Articulate fund objectives, discuss financial markets and portfolio strategies.
• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.
• Work with various departments/individuals within the organization to provide ‘Best in Class’ service to financial advisors.
• Demonstrates basic finance and analytical skills supporting investment and asset management activity.
• Handle daily administrative tasks to ensure maximum business efficiency (i.e., update and maintain contact management system).

Skills

Sales experience

Analytical skills

Communication skills

Curiosity about capital markets

Data-driven approach

Strong work ethic

Education

Bachelor’s degree

Tools

Contact management system

Job description

LocationBrookfield Place New York - 225 Liberty Street, Suite 3501Business - Private WealthBrookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.Brookfield 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 PositionThe Firm is seeking a Regional Analyst to join the US Sales team in its New York office, working closely with our sales team and Regional Consultants.Responsibilities:Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors.Manage inbound calls from financial advisors.Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals.Develop and implement sales plan strategies with the primary focus of prospecting new business.Articulate fund objectives, discuss financial markets and portfolio strategiesIdentify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.Work with various departments/individuals within the organization to provide ‘Best in Class’ service to financial advisors.Demonstrates basic finance and analytical skills supporting investment and asset management activityHandle daily administrative tasks to ensure maximum business efficiency (i.e., update and maintain contact management system).Qualifications & Requirements:Bachelor’s degree or equivalent experience.FINRA Series 7 and 63 licensing a plus (must acquire within firm-defined time period).Curiosity about sales, prior sales experience a plus.A strong desire to learn about Capital Markets, alternative investments, mutual funds, private equity, and the impact of economic factors.Consultative, client first approach.Strong written, verbal, and interpersonal communication skills.A digital and data-driven approach.Strong work ethic, high integrity, and strong values.Motivated to achieve success, personal growth and with the firm.Salary Range: $75,000 - $85,000Our 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. 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.