Associate, Client Relationship Management

Associate, Client Relationship Management Join Brookfield as an Associate in Client Relationship Management within the Global Client Group. You will work closely with senior CRMs and support all aspects of fund marketing activities, client prospect due diligence and onboarding processes. Business - Global Client Group: Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. The Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world, managing institutional relationships, strategic partnerships and raising capital for Brookfield’s private funds and Affiliate Managers. Location: Sydney – 10 Carrington Street, Level 21 Brookfield 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 Purpose of the role: Support senior CRMs in all aspects of fund marketing activities, client prospect due diligence and onboarding processes. Responsibilities Work with Australian CRMs to originate new client investment activity and marketing of funds: Research and support CRMs to implement client outreach plans. Conduct detailed research and analysis using market data to create targeted prospective investor lists for new fund strategies. Relationship management: Assist in daily communication both internally (investor relations and Fundraise Management teams) and externally (prospects and existing investors). Maintain Brookfield’s internal CRM system (Salesforce) – ensuring current records and CRM activity is up to date. Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses. Liaise with Business Group Investor Relations to coordinate responses to incoming requests from both existing and prospective investors. Attend update meetings with senior CRMs and existing investors and cover on‑site due diligence meetings: Coordinate and attend meetings with Fundraise Management or Due Diligence Management and senior CRMs. Prepare pre‑meeting reports and materials. Compile detailed pre‑meeting reports for each client meeting involving Brookfield investment professionals. Complete profiles and summaries on prospects, as needed. Coordinate follow‑up outreach for senior CRMs. Communicate directly with investors, as needed. Organise data room access for clients to commence DD. Assist the GCG team with regional planning and reporting activities: Coordinate roadshows, conferences and investor meetings with Fundraise Management and Marketing Teams in conjunction with senior CRMs and APAC regional management. Coordinate and respond to ad‑hoc requests from Fundraise Management and APAC management. Assist with the annual business plan, including “bottom‑up” book‑build planning. Qualifications, Experience and Skills Education: Undergraduate degree in business or commerce with an excellent academic background. Experience: 2–4 years of relevant working experience in the financial services industry, alternative investment management, real estate, infrastructure, private equity, credit or alternative asset funds; experience in analysing and summarising complex materials; experience in a fast‑paced professional environment. Technical skills: Highly proficient in Microsoft Office; experience with Salesforce; ability to anticipate client needs; high attention to detail; team player with a positive attitude and proactive approach. Key Competencies Ability to anticipate client needs. High attention to detail. Team player with a positive attitude and proactive approach. Able to build strong internal/external networks and relationships. Proactively seeks opportunities to take on more challenging projects. Ability to multi‑task and work in a very fast‑paced, team‑oriented environment. Excellent interpersonal, analytical and creative problem‑solving ability. Strong written and verbal communication skills, including preparation and delivery of presentations. Understanding that client meetings may be scheduled outside usual business hours; interstate and offshore travel may be required. Brookfield is committed to maintaining a positive work environment that is safe and respectful. We do not tolerate workplace discrimination, violence or harassment. Brookfield is proud to be an equal opportunity employer and foster a diverse environment. Only candidates selected for pre‑screening will be contacted. #J-18808-Ljbffr