Senior Associate, Sales Support

Location

Chicago - 110 North Wacker Drive, Suite 2700

Business - Public Securities

Brookfield’s Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies. The Public Securities Group leverages Brookfield’s core real asset expertise across real estate, infrastructure, real asset debt, real asset solutions and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds.

Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group has been investing in public securities for over 30 years and has over $28 billion of assets under management. For more information, visit https://pu

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.

Position: We are seeking a Senior Associate to join the Brookfield Public Securities Group Investor Relations & Sales Support Team.

The Senior Associate will work across all asset classes that PSG specializes in (Real Estate, Infrastructure, Renewables and Credit) and stretch across the fundraising process (direct client communications, research, client / prospect due diligence). This role will give early exposure to institutional fundraising within public markets.

Responsibilities include:

• Supporting the institutional investor relations and sales teams in their day‑day client relationship efforts
• Understanding client reporting requirements / executing on deliverables in collaboration with the Product Specialist and Marketing Teams
• Develop and maintain knowledge of Brookfield’s product offerings, systems and processes to support client relationships

• Ensure timely client deliverables – client reporting, presentation materials
• Understand and interpret business processes, workflows, and systems to identify solutions or opportunities for automation.
• Help to coordinate meeting prep and post meeting follow up
• Support all aspects of client/prospect communication, from routine day‑to‑day inquiries to strategic business communications

• Assist with the client onboarding process to allow for smooth and efficient new client investments in separately managed accounts, commingled vehicles, mutual funds and private funds.
• Identify opportunities to enhance the reporting platform by helping with automation and collaborating with teams across the organization
• Where appropriate, directly communicating with clients to support their due diligence requests.
• Conducting industry research and client‑specific research.
• Compiling detailed pre‑meeting reports for each client/prospect meeting involving Brookfield investment professionals
• Detailed research and analysis, leveraging market data and other sources, with the aim of creating targeted prospective investor campaigns and targeted marketing outreach
• Monitoring industry press for information relating to our respective prospects and competitors.
• In conjunction with PSG Marketing, create and manage product‑specific marketing materials, investor presentations, case studies, fact sheets and other documents.

• Bachelor’s Degree required
• 3‑6 years of experience in client relationship management, investor relations or institutional business development
• Series 7 and 63 licenses preferred or must be obtained
• Ability to deliver clear, effective communication and take responsibility for deliverables
• Ability to build and maintain working relationships with others to achieve objectives

• Strong written and verbal communication skills.
• Able to adapt to fast changing environment
• Strong attention to detail and highly organized
• Strong work ethic and…