Regional Analyst

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

Job summary

Brookfield's Private Wealth US Sales team in New York seeks a Regional Analyst to support growth with financial advisors nationwide. You will work with Regional Consultants to develop new relationships and analyze advisor activity, while handling inbound calls and coordinating with multiple departments to deliver excellent service.

The role emphasizes capital markets knowledge, alternative investments, and a strong client-first, data-driven approach, with a clear path to growth within the firm.

Qualifications

• Bachelor’s degree or equivalent experience.
• FINRA Series 7 and 63 licensing a plus (must acquire within firm-defined time period).
• Interest in Capital Markets, alternative investments, mutual funds, and private equity.
• Consultative, client-first approach.
• Strong written, verbal, and interpersonal communication skills.
• Digital and data-driven mindset.
• Motivated to achieve success and grow with the firm.

Responsibilities

• Partner with internal and external partners across regions to develop relationships with advisors.
• Analyze regional/product sales trends within broker/dealer firms and among financial advisors.
• Manage inbound calls from financial advisors.
• Conduct relationship-building sales calls with financial advisors and other licensed professionals.
• Develop and implement sales plan strategies focused on prospecting new business.
• Articulate fund objectives, discuss financial markets and portfolio strategies.
• Identify sales opportunities and advisor needs, cross-sell ideas.
• Collaborate with departments to provide best-in-class service to financial advisors.
• Demonstrate basic finance and analytical skills supporting investment activity.
• Handle daily administrative tasks to maintain contact management systems.

Skills

FINRA licensing

Licensing: Series 7

Licensing: Series 63

Consultative selling

Client-first approach

Written communication

Verbal communication

Interpersonal skills

Data-driven approach

Sales motivation

Education

Bachelor’s degree or equivalent experience

Job description

Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

Business - Private Wealth

Brookfield 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 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 Position

The 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 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).

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 - $85,000

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.