Analyst/Associate - Investment Strategy

Location

Business - Wealth Solutions

Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance

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

BWS is seeking an Analyst/Associate to join our New York-based investment team. This individual will be a key contributor to BWS’ growing team by working across asset classes to develop and implement our insurance investment strategy. This role will give broad exposure to Brookfield’s credit and insurance platform, particularly investments within Brookfield’s core verticals (Real Estate, Infrastructure, Renewables, Private Credit / Private Equity). This individual will work across functions (portfolio management, sector teams, investment managers, insurance operating entities, finance and operations) to build and enhance our insurance investment program.

Key Responsibilities:

• Work closely with portfolio management to establish and track strategic asset allocation and portfolio performance to ensure we achieve business objectives

• Prepare investment presentations, proposals, and reports to communicate our investment strategies and structures, including regular updates to senior leadership

• Help coordinate across sectors and managers to implement investment strategy, including communicating investment needs, managing pipelines, tracking deployment and evaluating performance

• Support refinement of investment strategy based on internal and external considerations such as capital and liquidity, ALM, regulatory frameworks, market opportunities, relative value, industry trends and competitive dynamics within the insurance asset management sector

• Support preparation of materials on BWS’ investment strategy for various external forums such as diligence sessions and rating agency meetings

• Track investment assumptions to be used in forecasting and modelling and ensure ongoing alignment with other internal stakeholders

• Assist with planning and execution of internal strategic initiatives

Requirements

• Bachelor’s degree in finance, accounting or related business discipline with an excellent academic record

• 1-3 years of asset allocation, portfolio management, cross asset class experience, or insurance related experience. CFA designation is a plus

• Knowledge of private funds, including understanding of typical fund legal structures, cash flow profile, fees, performance metrics, etc.

• Excellent verbal and written communication skills

• Above-average capabilities in MS Excel and PPT

• Outstanding analytical and problem-solving skills

• High attention to detail, intellectual curiosity, and motivation

• Self-motivated and proactive with the ability to operate independently

• Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines in a very fast-paced and team-oriented environment

Salary Range: $120,000 - $160,000

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.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.