Associate Investor Services Brookfield Oaktree Wealth Solutions
Associate Investor Services Brookfield Oaktree Wealth Solutions
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Job Description
Location
Brookfield Place 181 Bay StreetBusiness Brookfield Oaktree Wealth Solutions
Brookfield Asset Management a leading global alternative asset manager has an exemplary 100 year history of owning and operating real assets and related businesses. In 2019 Brookfield acquired a majority interest in Oaktree Capital a leader among global investment managers specializing in credit and other alternative investments. Together Brookfield and Oaktree share a longterm valuedriven contrarian investment style focusing on sectors in which their indepth operating experience and market knowledge provide a competitive advantage.
Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.
Brookfield 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
The Associate Investor Services will be responsible for supporting the Private Wealth Investor Relations Team to successfully execute client service initiatives. The Associate must become a specialist in both the firms organizational structure as well as its products and strategies. The Associate will be responsible for interacting with private wealth clients and coordinating and collaborating with multiple teams and departments interacting with all levels of the organization. The successful candidate must be resourceful organized proactive detailoriented have a strong ability to problemsolve multitask and be a team player. The role will report to the Senior Vice President.
Key Responsibilities
Assist in the of key investor servicing initiatives
Coordinate across multiple groups within the firm to ensure consistent proactive timely professional and accurate investor interactions
Assist in implementing standardized investor servicing protocols across the firm to provide a high quality consistent investor experience
Communicate with external and internal stakeholders in a knowledgeable clear and professional fashion
Manage relationships and liaise with thirdparty service providers and Brookfield and Oaktree funds teams related to private wealth activities
Respond to phone and email inquiries from investors and wealth advisors regarding account maintenance periodic fund performance updates and requests for investor materials
Qualifications & Requirements
34 years of experience in one or more of the following areas: investor servicing investor relations client service accounting fund operations
CPA CA CFA CAIA or progress towards one of these designations is considered an asset
Experience working with private funds and/or public securities; knowledge of real estate infrastructure and/or private equity preferred
Experience working with Fundserv is an asset
Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition
Highly motivated proactive selfstarter with the ability to work both independently as well as collaboratively in a fast paced global environment
Excellent organizational skills and ability to handle pressure effectively to successfully manage multiple highpriority initiatives simultaneously while maintaining the highest standards of work product and adhering to stringent deadlines
Experience working with third party service providers including administrators custodians auditors and transfer agents is an asset
Detailoriented
Exceptional work ethic and intellectual curiosity
Positive cando attitude exhibiting humility professionalism and patience
Analytic and strategic thinker with the ability to assess complex situations make effective recommendations and oversee projects through completion
Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization
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.
Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrierfree and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Codeprotected accommodation through any stage of the recruitment process please make them known when contacted and we will work with you to meet your needs.Required Experience:
IC
Employment Type
Full-Time
