Associate, Fundraise Management, Liquid Credit Strategies
Brookfield, New York, NY, United States
Location: Wells Fargo Center - 333 S Grand Ave, Suite 300
Job Description
The Associate will work closely with the liquid strategies (High Yield Bonds, Broadly Syndicated Loans, Convertibles, Emerging Market Equities) Fundraise Management leadership. The main focus of the role is to support the fundraising lifecycle for open-end liquid strategies including Emerging Market Equities, High Yield Bonds, Broadly Syndicated Loans, Convertible Bonds and Global Credit, ensuring all stakeholders contribute their expertise into the design of the fundraising strategy and coordination of all stakeholder groups in delivering their respective roles throughout each stage of the lifecycle.
In this role, the Associate will:
Support the Fundraise Management leadership in all stages of the fundraising lifecycle, collaborating with internal functional partners and business group leads as well as interfacing investors and external advisors.
Work with Fundraise Management leadership to develop and implement fundraising strategy for generating investor interest and driving momentum, working closely with Client Relationship Managers to meet quarterly and annual fundraising objectives.
Proactively monitor and tactically adapt and adjust the fundraise strategy as circumstances change.
Facilitate key decisions throughout fundraise process with all stakeholder groups.
Prepare fundraise updates and participate in GCG leadership meetings, as required.
Facilitate communication/collaboration with Diligence Management, Marketing & Content, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams.
Proactively create and manage fund-specific internal/external marketing materials, including talking points, sales training guides. Collaborate with investment team Investor Relations function on creation of pitchbooks, teasers, case studies and other external marketing materials.
Facilitate the planning of road shows, conferences, thought leadership and other fundraise/marketing focused events or communications.
Conduct fund/competitor research and assess the limited partner landscape (both qualitative and quantitative).
Identify issues and proactively manage risk.
Qualifications
Post graduate degree in finance, business management or another relevant discipline
Experience
2+ years of experience in fundraising for public/private fund strategies with a preference for credit strategies
Demonstrated understanding of the LP landscape and preferences, styles and requirements across key regions and investor types
Experience using Salesforce, Seismic, Evestment, Preqin and other sales enablement / competitor research tools
Strong strategy/product knowledge and ability to communicate (internally) details of fund and fundraise approach
Experience in high volume processes and technology enabled solutions
Experience in credit asset class strongly preferred
Institutional fund/strategy marketing sales and support experience strongly preferred
Key Competencies/Behaviors
Strong relationship management skills across multiple countries, with ability to adapt communication style to diverse geographies, team members and investors
Excellent planning and organizational skills
Clear and concise information sharing with team members
Ability to develop a strong internal/external network
Proactively seeks opportunities to engage in more challenging projects
Ability to multi-task in a fast-paced, team-oriented environment
Excellent interpersonal, analytical, and creative problem-solving ability
Strong written and verbal communication skills, including preparation and delivery of presentations
Self-motivated and proactive in workload management and professional development
Ability to motivate others to think, persevere, and execute ideas outside their comfort zone
Focus on development of others, giving feedback, and handling difficult conversations when required
Ability to read, speak and write fluent English
Advanced PowerPoint, Word, and Excel
Salary Range: $125K - $150K
Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
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. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position; however, only candidates selected for pre-screening will be contacted.
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Job Description
The Associate will work closely with the liquid strategies (High Yield Bonds, Broadly Syndicated Loans, Convertibles, Emerging Market Equities) Fundraise Management leadership. The main focus of the role is to support the fundraising lifecycle for open-end liquid strategies including Emerging Market Equities, High Yield Bonds, Broadly Syndicated Loans, Convertible Bonds and Global Credit, ensuring all stakeholders contribute their expertise into the design of the fundraising strategy and coordination of all stakeholder groups in delivering their respective roles throughout each stage of the lifecycle.
In this role, the Associate will:
Support the Fundraise Management leadership in all stages of the fundraising lifecycle, collaborating with internal functional partners and business group leads as well as interfacing investors and external advisors.
Work with Fundraise Management leadership to develop and implement fundraising strategy for generating investor interest and driving momentum, working closely with Client Relationship Managers to meet quarterly and annual fundraising objectives.
Proactively monitor and tactically adapt and adjust the fundraise strategy as circumstances change.
Facilitate key decisions throughout fundraise process with all stakeholder groups.
Prepare fundraise updates and participate in GCG leadership meetings, as required.
Facilitate communication/collaboration with Diligence Management, Marketing & Content, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams.
Proactively create and manage fund-specific internal/external marketing materials, including talking points, sales training guides. Collaborate with investment team Investor Relations function on creation of pitchbooks, teasers, case studies and other external marketing materials.
Facilitate the planning of road shows, conferences, thought leadership and other fundraise/marketing focused events or communications.
Conduct fund/competitor research and assess the limited partner landscape (both qualitative and quantitative).
Identify issues and proactively manage risk.
Qualifications
Post graduate degree in finance, business management or another relevant discipline
Experience
2+ years of experience in fundraising for public/private fund strategies with a preference for credit strategies
Demonstrated understanding of the LP landscape and preferences, styles and requirements across key regions and investor types
Experience using Salesforce, Seismic, Evestment, Preqin and other sales enablement / competitor research tools
Strong strategy/product knowledge and ability to communicate (internally) details of fund and fundraise approach
Experience in high volume processes and technology enabled solutions
Experience in credit asset class strongly preferred
Institutional fund/strategy marketing sales and support experience strongly preferred
Key Competencies/Behaviors
Strong relationship management skills across multiple countries, with ability to adapt communication style to diverse geographies, team members and investors
Excellent planning and organizational skills
Clear and concise information sharing with team members
Ability to develop a strong internal/external network
Proactively seeks opportunities to engage in more challenging projects
Ability to multi-task in a fast-paced, team-oriented environment
Excellent interpersonal, analytical, and creative problem-solving ability
Strong written and verbal communication skills, including preparation and delivery of presentations
Self-motivated and proactive in workload management and professional development
Ability to motivate others to think, persevere, and execute ideas outside their comfort zone
Focus on development of others, giving feedback, and handling difficult conversations when required
Ability to read, speak and write fluent English
Advanced PowerPoint, Word, and Excel
Salary Range: $125K - $150K
Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
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. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position; however, only candidates selected for pre-screening will be contacted.
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