Paralegal; Associate

Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

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 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.

Brookfield Oaktree Wealth Solutions (BOWS) 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 attorneys on legal, regulatory and operational matters relating to the global distribution of products sponsored by Brookfield Asset Management (Brookfield), Oaktree Capital Management (Oaktree) and Brookfield Public Securities Group (PSG) and distributed by BOWS.

The paralegal will be responsible for supporting all facets of BOWS’ 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 BOWS as a globally-operating, regulated legal entity.

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

• Support attorneys in drafting, reviewing and maintaining investment fund distribution agreements, placement agreements and selling agreements in relation to Brookfield, Oaktree 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 BOWS’ 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 BOWS 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 BOWS.
• Engage with Brookfield’s and Oaktree’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…