Associate Diligence Management Private Credit
Associate Diligence Management Private Credit
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Job Description
Location
London One Canada Square Level 25Brookfield Culture
Brookfield has a unique and dynamic culture. We seek team members who have a longterm 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
Brookfield Credit manages approximately USD 314 billion of assets globally focused on a broad range of private credit investment strategies including infrastructure and renewable credit real estate asset based and corporate credit. Return profiles span investment grade subinvestment grade and opportunistic. The business combines Brookfields substantial credit history with strategic partners including Oaktree Capital Management (Diversified Credit) Castlelake (Aviation and Asset Based) LCM Partners (European Consumer and SME Credit) 17Capital (Fund Finance) and Primary Wave Music (Publishing Royalties). The firm offers both private credit funds as well as separately managed accounts.
The Associate plays a pivotal role in the Diligence Management team partnering directly with prospective investors CRMs and other stakeholders to manage all aspects of the due diligence process for Brookfields private credit funds and separate accounts. This includes initial creation of diligence materials prior to fund launch project managing all diligence deliverables during fundraising (RFPs DDQs etc. and coordinating client calls meetings asset tours onsites to advance investor due diligence processes.
The role is principally focused on working with private credit investors globally and over time is expected to develop significant expertise in the firms private credit investment platform and funds and serve as a clientfacing contact working directly with investors to guide them through the due diligence process. A significant portion of Brookfields private credit business is expected to be separately managed accounts so the position is expected to develop a strong understanding of the commercial and operational elements of such engagements.
The responsibilities of the role include:
Developing and managing required due diligence deliverables necessary to advance clients during fundraising including DDQs RFPs RFIs quantitative datasets IDD / ODD presentations etc.
Working closely with stakeholders to respond to investor diligence requests especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process
Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax legal operational etc. as part of fund due diligence including managing calls meetings asset tours arranging onsites due diligence days etc.
Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities both internally and to clients
Initial creation of due diligence materials prior to fund launch (standard DDQs investor presentations PPMs case studies quantitative datasets etc.
Building a thorough understanding of the firms credit products SMA capabilities investment strategies and portfolio as well its corporate setup history operations to facilitate the accurate and consistent creation of diligence content; develop a deep understanding of Brookfields credit business being able to clearly and succinctly communicate the Brookfield story to investors
Navigating and effectively utilizing the firms suite of tools and resources to respond to client requests including the RFP content database Loopio standard quantitative datasets HR and personnel data performance metrics etc.
Demonstrating excellent interpersonal and communications skills both verbally and in writing and the ability to work directly with clients CRMs senior investment professionals and other team members under tight deadlines and across jurisdictions.
Managing other clientfacing materials and channels related to fund due diligence including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g. pitchbook presentations standard DDQs case studies etc.
QUALIFICATIONS REQUIRED:
Bachelors degree in finance economics business management marketing communications or other relevant discipline
EXPERIENCE REQUIRED:
47 years of experience in private credit fund marketing due diligence sales client services or other fundraising or client function
Familiarity with investment products and services including a strong understanding of the private credit asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired
Strong project management skills with experience in managing timelines resources and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred
Experience in high volume processes and technology enabled solutions
KEY COMPETENCIES/BEHAVIOURS REQUIRED:
Good technical knowledge and familiarity with the private credit asset class and private funds generally; ideally a solid understanding of the LP mindset and needs when conducting due diligence including familiarity with distinct institutional client types (pension funds sovereign wealth funds endowments family offices etc.
Outstanding verbal and written communication skills in English.
High attention to detail in written materials and quantitative data is crucial.
Strong understanding of due diligence processes with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments
Must work well in a team environment excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.
Experience in relevant software tools or equivalents is a plus (Salesforce Loopio PowerBI Mercatus Seismic
Proficiency with Microsoft Office Suite
Excellent planning and organizational skills.
Ideally strong relationship management skills and exposure in working across multiple countries being able to flex communication style to diverse geographies and investors
Shares information with team members in a clear and concise manner.
Proactively seeks opportunities to get involved in more challenging projects.
Ability to multitask and work in a very fastpaced and teamoriented environment.
Selfmotivated and proactive both with respect to managing workload and own professional development.
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. We are grateful for your interest in this position however only candidates selected for prescreening will be contacted.Required Experience:
IC
Employment Type
Full-Time
