Associate

Location

Brookfield Place - 181 Bay Street

Business - Global Client Group

Brookfield is one of the world's largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield's Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield's various private funds and Affiliate Managers.

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

We are seeking an Associate or Senior Associate, Business Analyst to support the management and execution of key initiatives across the Global Client Group's digital ecosystem. This role plays a pivotal part in supporting enterprise CRM enhancements, investor portal modernization, data strategy & reporting, and cross-functional business transformation programs. This individual will coordinate business priorities, document and refine requirements, and support reporting and communication to leadership. The role requires strong organizational, analytical, and communication skills, with an ability to manage multiple initiatives and stakeholders across business and technology teams.

This is a unique opportunity to work alongside senior product and technology leaders, with visibility across high-impact projects that shape the client experience and operational infrastructure of a top-tier asset manager.

KEY RESPONSIBILITIES

Initiative & Workstream Management

• Coordinate and support multiple initiatives across CRM (Salesforce), client platforms, and digital transformation initiatives.
• Help prioritize and sequence workstreams through structured intake and governance processes.
• Track initiative progress, dependencies, and milestones using tools such as JIRA or Confluence.
• Support program and project reviews, ensuring alignment with strategic objectives and resourcing constraints.
• Manage KPI collection across the GCG application suite for all covered capabilities in Business Management

Stakeholder Collaboration

• Facilitate alignment between Investor Services, Distribution, Product, Compliance, and Technology stakeholders.
• Translate strategic objectives into actionable plans and ensure stakeholder expectations are met throughout the initiative lifecycle.

Business Analysis & Delivery Support

• Supporting all capability teams, administer the GCG project prioritization framework
• Work with capability leaders to gather and validate business requirements, support backlog grooming and sprint planning.
• Assist with defining KPIs and success metrics for new systems, processes and workflows.
• Support UAT cycles by coordinating test scenarios, tracking defects, and confirming resolutions in collaboration with QA teams.

Change Management & Training Enablement

• Serve as a liaison between business users, technology teams, and leadership to ensure alignment on priorities and delivery expectations.
• Support change management and adoption activities, including developing user guides, training materials, and process documentation.
• Contribute to ongoing process improvement and documentation standards across the Business Management team.

QUALIFICATIONS

Required

• 3–5 years of experience as a Business Analyst, Project Coordinator, or similar delivery-focused role in Financial Services or Enterprise Technology.
• Strong documentation and analytical skills, with experience managing business requirements and supporting initiative tracking.
• Solid understanding of private capital workflows or asset management operations (e.g., capital activity, investor lifecycle, compliance processes).
• Experience coordinating workstreams in Agile, hybrid, or Waterfall projects with cross-functional teams.
• Familiarity with Salesforce (Sales Cloud, Financial Services Cloud, Experience Cloud) and digital client applications.
• Proficiency in Microsoft Excel, PowerPoint, Confluence/Jira and project planning tools.

Preferred

• Exposure to investor reporting platforms (FIS, Juniper Square, Intralinks, Dynamo, iLevel, etc.) or integration projects involving CRM, data warehousing, or digital portals.
• Strong documentation and communication skills, with the ability to synthesize complex business needs into clear deliverables.
• Certification in project management (e.g., PMP, PMI-ACP, CSM, or equivalent) is a plus.

Core Competencies

• Strong initiative and ownership mindset — able to lead deliverables independently while escalating issues as appropriate.
• Excellent organizational, prioritization, and multi-tasking skills in a fast-paced, matrixed environment.
• Skilled in cross-functional stakeholder engagement and managing competing priorities.
• Attention to detail combined with a strategic, outcome-oriented perspective.

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 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.

---