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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 Global Client Group (GCG) manages institutional relationships and raises capital for Brookfields various private funds.

The Diligence Management team is responsible for managing the end-to-end fund due diligence process for Brookfields various private funds. The team oversees all aspects of the fund due diligence process from fund launch and initial client interest to IC approval.

Job Purpose

The Vice President plays a pivotal role in the Diligence Management team partnering directly with clients and partnering with Client Relationship Managers Fundraise Management Investor Relations Marketing Product Development Legal Compliance Tax and other stakeholders to lead all aspects of the due diligence process for Brookfields real estate funds and deliver a best-in-class diligence experience for prospects and drive client conversions. This includes overseeing the initial creation of diligence materials prior to fund launch leading all diligence activity during fundraising and managing client calls meetings asset tours on-sites to advance investor due diligence processes.

The position is expected to develop significant expertise in Brookfields real estate investment platform and funds. The position will serve as a client-facing contact working directly with investors to guide them through the due diligence process. The role is principally focused on working with real estate investors in the EMEA region but may also cover Americas or APAC clients as needed.

The responsibilities of the role include:

• Responsible for oversight and quality control across all due diligence deliverables necessary to advance clients during fundraising including DDQs RFPs RFIs quantitative datasets IDD / ODD presentations etc.
• Managing their direct reports through all stages of the employee lifecycle including recruitment learning and development on the job training and support performance management and compensation.
• Establishing strong relationships with stakeholders to ensure the team can successfully respond to investor diligence requests especially the investor relations team and investment professionals as well Fundraise Management and CRM team.
• 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 leading calls meetings asset tours arranging on-sites 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
• Oversee the 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 real estate funds 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 the firms real estate business being able to clearly and succinctly communicate the Brookfield story to investors. The Vice President will be expected to coach develop and mentor their team to do the same.
• Contributing to the firms suite of tools and resources to respond to real estate investor 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 at different experience levels under tight deadlines and across jurisdictions.

Qualifications Required

• Bachelors degree in finance economics business management marketing communications or other relevant discipline; masters degree or MBA would be an advantage. CFA CAIA or similar designations are also advantageous.

Experience Required

• 10 years of experience working with private funds in the real estate asset class focusing on marketing investor relations due diligence sales client services or other fundraising or client function.
• Familiarity with investment products and services including a strong understanding of the real estate asset class and investment strategies; experience in an institutional private fund marketing environment is highly desired.
• Management experience with direct reports would be attractive.
• 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

• Excellent technical knowledge and familiarity with the real estate asset class and private funds generally; strong understanding of the LP mindset and needs when conducting due diligence including familiarity with distinct institutional client types in the EMEA region (pension funds sovereign wealth funds endowments family offices etc.)
• Outstanding verbal and written communication skills.
• Strong 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.
• Strong relationship management skills 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 multi-task and work in a very fast-paced and team-oriented environment.
• Self-motivated 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.