Senior Associate, Capital Solutions

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor

Business - Wealth Solutions

Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance

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

Role Overview:

The Brookfield Capital Solutions team is responsible for a variety of deal and market-related functions in support of the Credit platform. Capital Solutions interfaces with members of Brookfield’s credit team, key finance and business leaders, portfolio company management and outside service providers (banks, other financial institutions, lenders, investors, credit rating agencies, accounting, and legal advisors).

Reporting to the Vice President, Capital Solutions. The ideal candidate will have 2-4 years of experience in leveraged finance, loan or bond capital markets, loan negotiation, or financial sponsors role at an investment bank or lending platform. Backgrounds with similar skill sets that have exposure to LBO and underwritten leveraged financings will also be considered – transaction advisory, investment banking, trading desk research, distressed investing, CLO/BDC, etc.

Day-to-day, the associate will assist the team in a variety of core capital markets responsibilities, including: market research / deal-specific intel (including deal comps), providing structuring guidance to deal teams (RFPs, term sheets, credit agreements, intercreditor, etc.), supporting syndication processes (including working with investment banks, law firms, and prospective investors). In summary, the analyst/associate will be intimately involved in various aspects of deal structuring, deal execution, relationship management, and various ad hoc projects.

Responsibilities:

Deal Execution

• Provide support across the full spectrum of origination, underwriting and distribution.

• Lead debt modeling (e.g., for underwriting)

• Create deal materials (e.g., debt models and credit memo) with inputs from deal teams and capital solutions leadership.

Distribution

• Assist in managing bank and investor relationships in deals in which Brookfield is acting as a participant and represents Brookfield allocation.

• Over time build relationships with potential buyers of debt to which Brookfield will eventually place

• Understand market conditions on “what can be done.”

• Support syndication activities by maintaining and updating investor lists, sharing relevant information with investors.

Portfolio Management

• Monitor credit instruments warehoused and held.

• Create a framework to measure/manage maintain the appropriate level of exposure across asset classes and risk.

• Monitor company and relevant market conditions in to effectively manage balance sheet and losses / gains.

Data Management

• Assist in creation of an investor database with key contacts, execution capabilities, current commitments across BPEG, etc.

• Track interactions with investors, bank, and direct lender contacts.

• Manage capital markets deal pipeline.

• Record fees paid and syndicate economics for several types of transactions.

Candidate Requirements:

Critical Competencies for Success:

• Analytical Reasoning: Defines problems and seeks solutions by examining issues and ideas through inquiry, analysis, dialogue, and evaluation; analytic.

• Personal Effectiveness: Gets the job done in a timely manner; follows through on commitments and takes actions that are best for the firm; shows grit and determination.

• Initiative: Motivated to achieve goals; proactive

• Team Player: Initiates and maintains collaborative working relationships; fosters goodwill and cooperation to meet shared goals; team-oriented; humble.

• Adaptability: Able to adjust and work effectively in changing circumstances and conditions; flexible; able to interface effectively with people with assorted styles and levels of seniority

Qualifications & Experience:

• Bachelor’s Degree, preferably with a major in Finance, Accounting, Economics, or related financial discipline with an outstanding record of academic achievement

• 2+ years of related experience

  • Leveraged loan and high yield experience preferred at a credit fund, finance company, commercial or investment bank, hedge fund, BDC or mezzanine fund.

  • Formal credit training preferred.

• Ability to effectively communicate with senior management internally and externally.

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.