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Brookfield Asset Management Investor Relations (Private Wealth) - Manager in Toronto, Ontario

Brookfield Asset Management

Brookfield Asset Management (?BAM?) is a leading global alternative asset manager with approximately $575 billion of assets under management across real estate, infrastructure, renewable power, private equity and credit. Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world?including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Brookfield Asset Management is listed on the New York and Toronto stock exchanges under the symbol BAM and BAM.A respectively.

Private Wealth Team

Brookfield has an established a dedicated full service Private Wealth team focusing exclusively on the unique requirements of the private wealth channel. The team includes members from product development, marketing, sales, legal and investor servicing and works closely with teams across the organization. We are seeking a Manager to join Private Wealth Investor Relations.

Position Summary

The Manager, Investor Relations, Private Wealth, will be responsible for supporting the Private Wealth Investor Relations Team to successfully execute client service initiatives. The Manager must become a specialist in both the firm?s organizational structure as well as its products and strategies. The Manager will be responsible for interacting with private wealth clients and coordinating and collaborating with multiple teams and departments, interacting with all levels of the organization. The successful candidate must be resourceful, organized, proactive, detail-oriented, have a strong ability to problem solve / multi-task and be a team player. The role will report to the Senior Vice President.


  • Assist in the execution of key investor relations and client service initiatives

  • Coordinate across multiple groups within the firm to ensure consistent, proactive, timely, professional and accurate investor interactions

  • Assist in implementing standardized client service protocols across the firm to provide a high quality, consistent investor experience

  • Communicate with external and internal stakeholders in a knowledgeable, clear and professional fashion

  • Own the coordination and preparation of investor reports, presentations and communications

Qualifications & Requirements

  • 5-7 years of experience in one or more of the following areas: investor relations, client service, equity research, investment banking

  • Experience working with private funds and deep knowledge of the alternative asset management industry required; knowledge of real estate, infrastructure and/or private equity preferred

  • Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition

  • Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, global environment

  • Excellent organizational skills and ability to handle pressure effectively to successfully manage multiple high-priority initiatives simultaneously while maintaining the highest standards of work product and adhering to stringent deadlines

  • Detail-oriented

  • Exceptional work ethic and intellectual curiosity

  • Positive, can-do attitude, exhibiting humility, professionalism and patience

  • Proficiency in Microsoft Office, particularly Microsoft PowerPoint

  • Experience with Salesforce, FISDX (Sungard) preferred

  • Analytic and strategic thinker with the ability to assess complex situations, make effective recommendations and oversee projects through completion

  • Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization

  • Undergraduate degree with an excellent academic background; additional credentials including MBA, CPA, CAIA or CFA preferred

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