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Associate / Assistant Vice President, Investor Services Specialist

2 months ago


Old Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time
Job Description

About the Role

The Associate or Assistant Vice President, Investor Services, will be responsible for supporting the Private Wealth Investor Relations Team to successfully execute client service initiatives. This role will be a key member of the team, working closely with private wealth clients and coordinating with multiple teams and departments to ensure consistent, proactive, timely, professional, and accurate investor interactions.

Key Responsibilities

  • Assist in the execution of key investor servicing initiatives, including coordinating across multiple groups within the firm to ensure a high-quality, consistent investor experience.
  • Implement standardized investor servicing protocols across the firm to provide a seamless and efficient investor experience.
  • Communicate with external and internal stakeholders in a knowledgeable, clear, and professional fashion, ensuring that all interactions are timely and accurate.
  • Manage relationships and liaise with third-party service providers and Brookfield and Oaktree funds teams related to private wealth activities.
  • Respond to inquiries from investors and wealth advisors regarding account maintenance, periodic fund performance updates, and requests for investor materials.

Requirements

  • 4-6 years of experience in one or more of the following areas: investor servicing, investor relations, client service, accounting, fund operations, fund accounting, fund administration.
  • CPA, CA, CFA, CAIA, or progress towards one of these designations.
  • Experience working with private funds and/or public securities; knowledge of real estate, infrastructure, and/or private equity 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 and 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 and outside of the organization.

About Brookfield Asset Management, Inc.

BROOKFIELD ASSET MANAGEMENT INC. is a leading global alternative asset manager with 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.

Why Join Us?

BROOKFIELD ASSET MANAGEMENT INC. is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.