12 дней назад
Associate/Assistant Vice President, Brookfield Private Wealth
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate/Assistant Vice President, Brookfield Private Wealth (Private Wealth Sales Support): Supporting fundraising, client servicing, investor outreach, and sales operations for alternative investment products across Australia with an accent on private wealth relationships, due diligence, roadshows, and cross-functional coordination. Focus on managing complex investor workflows, preparing targeted market intelligence and materials, maintaining Salesforce records, and coordinating timely responses across regional and global teams.
Location: Sydney, Australia — 10 Carrington Street, Level 19. The role may require travel across Australia for work-related purposes.
Company
is a global alternative asset manager offering investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.
What you will do
- Support fundraising and sales activities for private funds, public securities capabilities, and semi-liquid investment vehicles across Australia.
- Initiate and develop relationships with private banks, wealth management firms, independent financial advisers, platforms, and research houses.
- Manage client and prospective-client accounts, including onboarding, prospecting, RFPs, due diligence, marketing launches, servicing, and investor communications.
- Coordinate roadshows, conferences, investor meetings, speaker engagements, meeting schedules, and Pre-Meeting Reports.
- Prepare product analysis, marketing materials, investment updates, targeted investor lists, and market and competitor intelligence.
- Maintain Salesforce and coordinate client queries, requests, reports, and responses with Marketing, Operations, Legal, Compliance, Product Strategy, Investor Relations, and Project Management teams.
Requirements
- 4–6 years of experience in client servicing or intermediary sales roles within private wealth.
- Degree in business, accounting, finance, or a related field.
- Solid knowledge of financial products, markets, securities, investment strategies, alternatives, and relevant regulatory frameworks.
- Fluent English with strong written, verbal, communication, and presentation skills.
- Strong organizational, workflow, project management, multitasking, and prioritization skills.
- Ability to work collaboratively with internal and external stakeholders in a fast-paced international organization.
Nice to have
- Depth of experience in fixed income and private markets.
- Knowledge of the Australian private wealth landscape.
- Experience with alternative investments and cross-functional work involving sales, marketing, investments, product strategy, and compliance.
Culture & Benefits
- Work in a collaborative, entrepreneurial, and disciplined culture.
- Exposure to diverse businesses and challenging assignments across a global organization.
- Opportunity to work with and Oaktree employees, wealth solutions teams, investor relations, project management, marketing, legal, product, and compliance functions.
- Flexibility with working hours as part of a global organization.
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