Brookfield Asset Management

Brookfield Asset Management

Vice President, Investor Relations

Toronto, Ontario · Exec

Sponsorship not specifiedDetected 21 days ago
Business DevelopmentProcess ImprovementLeadershipCommunicationMentoringOrganizational Skills

About the role

  • 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.

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
  • 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
  • Identify operational gaps, develop solutions, and drive implementation of process improvements that increase efficiency, accuracy, and scalability
  • Proven ability to manage complex, multi-stakeholder initiatives with competing priorities in a fast-paced, global environment
  • Strategic mindset with the ability to identify process gaps, design solutions, and drive change from concept through implementation

Nice to have

  • 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
  • Direct and enhance investor communication processes including periodic NAV delivery, and ad hoc investor reporting
  • Contribute to strategic planning for the growth and scaling of the perpetual product investor services platform across global regions
  • 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

Benefits

  • Collaborate with product, marketing, and sales teams to develop and refine investor-facing materials, communications, and educational content related to perpetual products
  • Entrepreneurial, collaborative, and disciplined in approach, consistent with Brookfield's leadership attributes

Company info

  • 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.
  • Brookfield is committed to creating an accessible and inclusive organization.
  • We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act.
  • Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.

This listing is sourced directly from Brookfield Asset Management's careers page and normalized into a canonical job model.