The posting
Location
Brookfield Place New York - 225 Liberty Street, 8th Floor
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 from 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
Business – Brookfield Private Wealth
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 Private Wealth 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 and unique solutions to market with the individual investor in mind.
About the Private Wealth Investor Relations Team
The Investor Relations team is a critical partner in the growth of Brookfield Private Wealth's platform, serving as the primary bridge with internal and external partners. The team is responsible for delivering an exceptional investor experience across the full lifecycle of our alternative investment solutions.
As a global team with professionals based in Toronto, London, Tokyo, Hong Kong, and Mumbai, Investor Relations provides seamless support to investors and distribution partners across regions and time zones. Working closely with Business Development, Sales, Product, Operations, Legal, Compliance, and external service providers, the team drives operational excellence, scalable processes, and best-in-class client service.
As Brookfield Private Wealth continues to expand globally, the Investor Relations team plays an increasingly strategic role in enhancing investor engagement, supporting the growth of the firm's perpetual products platform, and delivering institutional-quality alternative investment solutions to the private wealth channel.
The VP, Investor Relations – Perpetual Products will be responsible for leading investor services initiatives for the firm's perpetual product suite, supporting the continued growth of the Private Wealth platform. The individual will serve as a senior point of contact for investor relations and servicing activities, driving operational excellence, process improvement, and an exceptional client experience across the full lifecycle of Brookfield and Oaktree's perpetual alternative investment strategies. This role requires deep knowledge of perpetual fund structures, the private wealth distribution landscape, and the ability to collaborate effectively across a complex, global organization. The role will report to the Senior Vice President, Investor Relations Perpetual Products.
Key Responsibilities
- Lead end-to-end investor servicing for the perpetual product suite, including non-traded REITs, BDCs, interval funds, and other evergreen private market strategies offered through the private wealth channel
- Serve as a senior point of contact for wealth advisors, their clients, and internal stakeholders, managing escalations and resolving complex investor inquiries with professionalism and urgency
- Own the development and continuous improvement of scalable, best-in-class investor servicing protocols, ensuring a consistent, high-quality experience across all perpetual product touchpoints
- Partner cross-functionally with Distribution, Legal, Compliance, Fund Operations, and Technology teams to drive seamless execution across the investor lifecycle
- Lead, mentor, and develop junior members of the Investor Services team, fostering a culture of accountability, intellectual rigor, and client-centricity
- Oversee and manage relationships with third-party service providers, including transfer agents, fund administrators, custodians, and technology platforms
- Direct and enhance investor communication processes including periodic NAV delivery, and ad hoc investor reporting
- Identify operational gaps, develop solutions, and drive implementation of process improvements that increase efficiency, accuracy, and scalability
- Collaborate with product, marketing, and sales teams to develop and refine investor-facing materials, communications, and educational content related to perpetual products
- Contribute to strategic planning for the growth and scaling of the perpetual product investor services platform across global regions
Qualifications & Requirements
- 7–10 years of experience in one or more of the following areas: investor servicing, investor relations, client service, fund operations, or private wealth management
- Deep knowledge of perpetual and evergreen alternative investment structures, including non-traded REITs, BDCs, interval funds, or similar private wealth alternative products; experience with drawdown fund structures is an asset
- CPA, CA, CFA, CAIA, or equivalent designation preferred
- Experience working with private wealth distribution channels, financial intermediaries, registered investment advisors (RIAs), and wealth advisor platforms
- Demonstrated experience leading, mentoring, or managing junior team members and driving cross-functional initiatives
- Strong understanding of fund operations including NAV processes, investor reporting cycles, transfer agency functions, and regulatory requirements
- Experience working with transfer agents and investor servicing platforms is an asset
- Proven ability to manage complex, multi-stakeholder initiatives with competing priorities in a fast-paced, global environment
- Exceptional verbal and written communication skills, with the ability to present clearly and confidently to senior internal stakeholders and external clients
- Highly organized and detail-oriented with a demonstrated track record of operating with precision under pressure while maintaining the highest standards of work product
- Strategic mindset with the ability to identify process gaps, design solutions, and drive change from concept through implementation
- Entrepreneurial, collaborative, and disciplined in approach, consistent with Brookfield's leadership attributes
Brookfield is a global asset manager focused on real estate, infrastructure, renewable energy & transition, private equity and private credit with over $850 billion of assets under management.
The Private Funds Group (PFG) manages institutional relationships and raises capital for Brookfield’s various private funds.
The Fundraise Management Team is a newly established division responsible for supporting the end to end fundraising for Brookfield’s various private funds, from product approval to post closing. PFG is seeking a Vice President to design, build and manage the fundraising support for our open ended funds and team.
JOB PURPOSE: (prime focus and objective of the position)
The Vice President of Real Estate Fundraise Management role will lead the fundraising lifecycle for real estate private equity closed ended funds, ensuring all stakeholders in the organization contribute their expertise into the design of the fundraising strategy and coordination of all stakeholder groups in delivering their respective roles throughout each stage of the lifecycle.
- In this role, the Vice President will:
- Lead the close ended Fundraise Management team in all stages of the fundraising life cycle, collaborating with internal functional partners and business group leads as well as interfacing investors with and external advisors.
- Develop and implement strategy for generating investor interest and driving momentum, working closely with Client Relationship Managers to meet quarterly and annual fundraising objectives
- Facilitate key decisions throughout fundraise process with all stakeholder groups.
- Manage relationships across multiple stakeholder groups including Diligence Management, Marketing & Content, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams and Product Specialists
- Strategically review fund-specific marketing materials, including offering memoranda, investor presentations and other documents related to private funds
- Coordinate road shows, conferences, diligence sessions, and investor meetings
- Act as senior representative in GCG leadership meetings, as required
- Collaborate with stakeholders for the development and retention of junior team members, creating and promoting effective training programs for new team members.
- Identify issues and proactively manage risk
Qualifications Required:
- Post graduate degree in finance, business management or another relevant discipline
- Experience Required:
- 10+ years of experience in fundraising for private fund strategies or investments
- Demonstrated understanding of the LP landscape and preferences, styles and requirements across key regions and investor types
- Strong strategy/product knowledge and ability to communicate (internally) details of fund approach
- Strong investment and financial analytical capabilities and investment reporting experience.
- Experience in high volume processes and technology enabled solutions
- Experience in real estate, infrastructure and/or private equity asset classes strongly preferred
- Institutional fund marketing sales and support experience strongly preferred
Key Competencies/Behaviors Required:
- Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies, team members and investors
- Excellent planning and organizational skills
- Able to develop a strong internal/external network.
- Proactively seeks opportunities to get involved in more challenging projects.
- Ability to multi-task and work in a very fast-paced and team-oriented environment.
- Excellent interpersonal, analytical, and creative problem-solving ability.
- Strong written and verbal communication skills including preparation and delivery of presentations.
- Self-motivated and proactive, both with respect to managing workload and own professional development.
- Ability to motivate others to think, persevere, and execute on ideas that are out of their comfort zone.
- Have a focus on development of others, giving feedback and when required having difficult conversation
- Advanced Excel, PowerPoint
Salary: $190k - $210k
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Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.
