Paralegal; Associate

Position: Paralegal (Associate)
Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

Business - Private Wealth

Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.

Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.

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

Brookfield's private wealth group is seeking a Paralegal (Associate) to join its in-house Legal team supporting the corporate and funds distribution group in its New York office. This role will support to attorneys on legal, regulatory and operational matters relating to the global distribution of products sponsored by Brookfield Asset Management, its private wealth group and Brookfield Public Securities Group (PSG) and distributed by private wealth.

The paralegal will be responsible for supporting all facets of private wealth Legal team, including developing new wealth management products for distribution through private wealth intermediaries, onboarding of new private wealth intermediary distribution relationships, ongoing support of new product sales through our Sales, Investor Relations and Platform Operations teams and managing all general corporate matters related to private wealth as a globally-operating, regulated legal entity.

The candidate will collaborate with other Legal & Regulatory personnel as well as Legal & Regulatory teams, as needed, and engage with external counsel to ensure alignment of legal and regulatory approach(es).

Key Responsibilities

* Support attorneys in drafting, reviewing and maintaining investment fund distribution agreements, placement agreements and selling agreements in relation to Brookfield, private wealth group and PSG private fund and evergreen products.

* Manage execution, filing and recordkeeping of distribution and other related agreements and track internal obligations within such agreements.

* Maintain databases and trackers for distribution agreements, regulatory filings and jurisdictional requirements and oversee private wealth Legal & Regulatory document management and retention system.

* Maintain and update internal templates, checklists and precedents to streamline distribution related processes.

* Engage with personnel from technology and service platform partners that private wealth partners with to develop feeder fund and other related fund structures.

* Assist with the development, maintenance and review of subscriptions agreements, transfer forms, account maintenance and other required forms for various evergreen products distributed by Private Wealth.

* Engage with Brookfield's internal and external legal teams and facilitate coordination among internal teams (i.e. compliance, product, marketing, sales, operations) throughout fund launches, negotiation of agreements and ongoing distribution activities.

* Review and negotiate general corporate and vendor-related agreements and work with assigned attorney to finalize and execute

* Assist with review of subscription and private placement agreements to onboard institutional clients directly into Brookfield and its private wealth master funds, as well as facilitating employee investments directly into Brookfield and Private Wealth products.

* Review and coordinate responses to initial and ongoing due diligence requests from wealth management intermediaries.

* Conduct basic legal research on global securities distribution rules and provide summaries to attorneys.

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