Vice President, Investor Servicing

Vice President, Investor Servicing page is loaded Vice President, Investor Servicing Apply locations London, England time type Full time posted on Posted 16 Days Ago job requisition id R

Location

London - One Canada Square, Level 26

Business - Brookfield Oaktree Wealth Solutions

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 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

Job Description

The Vice President will be responsible for executing client service initiatives for BOWS International with a dedicated focus on the EMEA region. The role will primarily support the EMEA Sales Team and Clients to deliver a world-class investor experience. The Vice President will collaborate with counterparts across the globe including APAC and North America. The Vice President must become a specialist in both the firm's organizational structure as well as its products and strategies. The role will be responsible for interacting with external parties including private wealth clients and service providers and coordinating and collaborating with internal Brookfield and Oaktree fund 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 be report to the Managing Director and Head of BOWS Investor Relations.

Key Responsibilities

• Own the execution of key client service initiatives in EMEA Region
• Work closely with sales professionals in the region to provide day-to-day support in managing existing client relationships and building new relationships with prospective clients, including but not limited to, due diligence, onboarding processes, client engagement activities, ongoing servicing support and stakeholder management
• Collaborate and communicate effectively with other functional teams within BOWS, including Marketing, Legal, Product, and Operations
• Collaborate and communicate effectively with various functions within the sponsor organizations (Brookfield and Oaktree) and fund teams including, Product Specialists, Finance, Operations, Tax, and Legal

Qualifications & Requirements

• 10+ years of experience with a focus in one or more of the following areas: client service, investor servicing, investor relations
• Experience working with private funds and/or semi-liquid funds and/or public securities
• CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset
• In-depth knowledge of real estate, infrastructure, private equity, or credit is 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
• Experience working with third party service providers including administrators, custodians, auditors, and transfer agents is an asset
• Detail-oriented
• Exceptional work ethic and intellectual curiosity
• Positive, can-do attitude, exhibiting humility, professionalism and patience
• 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

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Who We Are

Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, 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 Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.