Investment Relations Specialist
4 weeks ago
Job Title: Investment Relations Specialist
At Brookfield Asset Management, we are seeking a highly skilled Investment Relations Specialist to join our Strategic Initiatives and Investor Relations team within the Infrastructure Group.
The successful candidate will report to the Manager of Strategic Initiatives and Investor Relations and will be responsible for executing IR strategies, servicing the investor base, capital raising for Brookfield's infrastructure strategies and co-investments, and contributing to content creation and thought leadership across Brookfield's Infrastructure products.
The ideal candidate will have a strong internal network with investment professionals, the finance and operations teams, and senior management across Brookfield's global offices, as well as a strong external network through interaction with private fund limited partners.
The role will involve developing and maintaining investor materials, supporting the quarterly process through the coordination and preparation of investor letters and operational updates, and coordinating investor meetings/roadshows for the senior management team.
The successful candidate will also be responsible for providing oversight of the Brookfield Infrastructure Funds investor inquiry inbox, communicating directly with investors and internal stakeholders to fulfill a variety of investor queries.
Key qualifications for this role include a minimum of 2 years of related experience, an undergraduate university degree in Business, Finance or Accounting, and strong financial literacy and understanding of key finance concepts.
The ideal candidate will also have superior communication skills, be dedicated, well-organized and resourceful, with a high level of attention to detail, and be proficient in Excel, PowerPoint and Word.
This is a dynamic and multi-faceted role that offers the opportunity to develop a strong internal network with investment professionals, the finance and operations teams, and senior management across Brookfield's global offices, in addition to building a strong external network through interaction with private fund limited partners.
The role will be focused on the execution of IR strategies, servicing the investor base, capital raising for Brookfield's infrastructure strategies and co-investments, and contributing to content creation and thought leadership across Brookfield's Infrastructure products.
The individual selected for this role will play a critical role in maintaining strong relationships with existing investors and strategically growing Brookfield Infrastructure's investor base, while being part of a fast-paced and engaging team environment that is at the forefront of infrastructure investing.
Brookfield offers an excellent career development environment, with opportunities to gain exposure to different parts of the business over time.
Responsibilities:
- Develop and maintain investor materials such as investor presentations, fact sheets, due diligence materials and internal communications
- Support the quarterly process through the coordination and preparation of investor letters and operational updates, as well as webcasts with private fund investors
- Coordinate investor meetings/roadshows for the senior management team, including preparing presentations and speaking notes
- Provide oversight of the Brookfield Infrastructure Funds investor inquiry inbox, communicating directly with investors and internal stakeholders to fulfill a variety of investor queries
- Perform recurring quarterly and annual investor tasks such as audit confirmations, wire transfers and confirmations, and fund performance monitoring templates
- Monitor and track market activity within the infrastructure space and gather competitive intelligence
- Support other various investor relations initiatives as required
Qualifications/Requirements:
- Minimum of 2 years of related experience, with an undergraduate university degree in Business, Finance or Accounting
- Preference will be given to candidates with or pursuing a MBA, CFA or accounting designation
- Strong financial literacy and understanding of key finance concepts including, valuation, financial statement analysis and investment performance measurement
- Superior communication skills (written and oral) and ability to interact and communicate with individuals at all levels, both internally and externally
- Dedicated, well-organized and resourceful, with a high level of attention to detail
- Proficient in Excel, PowerPoint and Word
- Team player with positive attitude and strong interpersonal skills
- Interest in the financial markets and investment strategies
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