Vice President, Investor Relations
10 hours ago
Location
Collyer Quay Centre - 16 Collyer Quay, #19-00
Business - 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 long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth 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 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**:
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 long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
Brookfield Oaktree Wealth Solutions (“BOWS”) is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. BOWS 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 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.
Key Responsibilities- Own the execution of key client servicing initiatives- Coordinate across multiple groups within the firm to ensure consistent, proactive, timely, professional and accurate investor interactions- Manage 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 third-party service providers and Brookfield and Oaktree funds teams related to private wealth activities- Liaise with clients regarding account maintenance, periodic fund performance updates and requests for investor materials
Qualifications & Requirements- 10-15+ years of experience with a focus in one or more of the following areas: client service, investor servicing, investor relations- Experience working with private funds and/or semi-liquid funds and/or public securities- CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset- In-depth knowledge of real estate, infrastructure, private equity, or credit is preferred- Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition- Highly motivated, proactive self-starter 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 high-priority 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- Detail-oriented- Exceptional work ethic and intellectual curiosity- Positive, can-do 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 a
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