Analyst, Platform Operations

Location

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

The Firm is seeking to add a resource to support its Platform Operations team in its New York office. The Platform Operations team is responsible for managing (1) the execution and onboarding of new products created for BOWS, (2) the operational onboarding of new relationships for products distributed by BOWS, and (3) the oversight of the BOWS feeder fund platforms and the semi-liquid products. This individual will work on data reconciliation and small scale projects across the various funds supported by Platform Operations initially, with a goal to be trained to handle an individual product solo after a number of months. The person will interact regularly with IT, Sales, Investor Relations, Fund Finance and operation professionals as well as senior management. The individual assuming this role should have strong problem solving abilities as well as being organized and self-motivated to be able to run independently with projects.
 

• Assist in the implementation and execution of processes and procedures for investor related activity, including subscriptions, transfers, and redemptions

• Review subscription materials and other investor-related documentation and track information related thereto

• Review third party service provider reporting and perform reconciliation of investor trades

• Communicate with internal teams regarding monthly trade activity and respond to inquiries regarding trade placement activity

• Maintain log of open items and work across internal and external parties on issue resolution

• Monitor fund deadlines and create and maintain calendars of key fund dates

• Coordinate with third-party service providers to monitor ongoing fund operations

• Assist in monthly regulatory reporting

• Respond to ad-hoc requests from the team
   

• Bachelor’s degree.

• Proven ability to learn quickly and prioritize multiple projects.

• Strong technical skills that can contribute to automation and process improvement.  

• Strong interpersonal skills, with the ability to work well in a team environment

• Strong oral and written communication skills

• Excellent critical thinking and organizational skills

• Capable of anticipating and accommodating the needs of team members and adapting to the changing needs of the organization.  

• Energetic and willing to get involved where needed.

• Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint).  

• Exceptional attention to detail, placing a high priority on accuracy.

• Strong analytical, project and time management skills  

• Experience with semi-liquid funds.

Salary Range: $80,000 - 90,000

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.