Analyst, Platform Operations

Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

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

The Position:

The Firm is seeking to add a resource to support its Platform Operations team in its New York office. The Platform Operations team is responsible for managing the (1) the operational execution and onboarding of new products created for BOWS, (2) the operational onboarding of new relationships for products distributed by BOWS, and (3) the oversight of the BOWS feeder fund platforms and the semi-liquid products. This person will be primarily responsible for supporting the Firm’s Canadian feeder fund platform. The individual will also assist the team with supporting the semi-liquid products distributed by BOWS and other projects that are initiated by the team. The person will interact regularly with legal and compliance, business development, sales, investor relations, and fund finance and operations professionals as well as senior management. The individual assuming this role should have familiarity with the financial industry, be organized and self-motivated to be able to run independently with projects.

Responsibilities:

· Assist in the implementation and execution of processes and procedures for investor related activity, including subscriptions, transfers, and redemptions

· Manage subscription agreement review process of the Canadian feeder fund platform and communicate with offshore consultants assisting in review

· Monitor trade deadlines and communicate with sales team on upcoming deadlines

· Review subscription materials and other investor-related documentation and track information related thereto

· Perform reconciliation of subscription agreements and trades received prior to monthly trade deadlines

· Communicate with internal teams regarding monthly trade activity

· Respond to advisor inquiries regarding trade placement activity

· Assist with project management of electronic subscription agreement portal and automation initiatives

· Assist with the project management and execution of onboarding new partners to platform

· Coordinate with third-party service providers to monitor ongoing fund operations and potential launch of new products

· Respond to ad-hoc requests from the team

Qualifications & Requirements:

· Bachelor’s degree including at least 1 year in a financial service or a corporate paralegal role

· Experience working with fund administrators, subscription documentation and/or in the Canadian marketplace is a plus but not required

· Exceptional attention to detail, placing a high priority on accuracy

· Proven ability to learn quickly and prioritize multiple projects

· Strong interpersonal skills, with the ability to work well in a team environment

· Strong oral and written communication skills

· Excellent critical thinking and organizational skills

· Capable of anticipating and accommodating the needs of team members and adapting to the changing needs of the organization

· Energetic and willing to get involved where needed

· Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint)

· Strong analytical, project and time management skills

Salary Range: $75,000-$85,000

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.