Senior VP, Custom Portfolio Solutions

Brookfield Asset Management Inc; Chicago (IL); On-site; USD 150,000 - 180,000; Full time

Job summary

Brookfield Asset Management Inc’s Investment Solutions Group in Chicago seeks an experienced investment professional to design multi-asset portfolio solutions across private real estate, infrastructure, private equity, and credit for institutional and wealth clients.

The role emphasizes asset allocation, portfolio construction, client meetings, and collaboration with cross-disciplinary teams to deliver tailored investment solutions and updates.

Qualifications

• Bachelor’s degree or foreign equivalent is required.
• Graduate degree, CFA or CAIA designation is a plus.
• Minimum 5 years of relevant investment experience in private markets.

Responsibilities

• Support development of customized investment proposals and multi-asset portfolio solutions based on client objectives.
• Conduct strategic asset allocation and portfolio construction analysis across private market asset classes.
• Evaluate benefits and risks of investment opportunities and contribute to investment sizing across funds, direct deals, and co-investments.
• Monitor portfolio allocations, cash flows, and market developments to support client discussions.

Skills

Communication

Analytical thinking

Team collaboration

Attention to detail

Self-starter

Education

Bachelor’s degree or foreign equivalent

CFA or CAIA designation (a plus)

Tools

Bloomberg

FactSet

Excel

PowerPoint

Job description

Brookfield Asset Management Inc’s Investment Solutions Group in Chicago seeks an experienced investment professional to design multi-asset portfolio solutions across private real estate, infrastructure, private equity, and credit for institutional and wealth clients.

The role emphasizes asset allocation, portfolio construction, client meetings, and collaboration with cross-disciplinary teams to deliver tailored investment solutions and updates.