Associate

The Business Management Team is the team responsible for supporting the process, data, technology, finance, and operational needs of the Global Client Group.  The Business Management Team’s key focus areas include: (i) a dedicated technology and process project management center, (ii) a client operations team inclusive of data management, (iii) strategic initiatives team (iv) a finance and business planning team and (v) a global meeting coordinator team. The team will work with all of the functions across GCG as well as key stakeholders within technology and the Business Groups to deliver strategic and tactical solutions. 

The focus of this role is a key contributor on the GCG Finance team.  This team will coordinate the preparation and presentation of quarterly management materials, budgeting/forecasting of asset raising across GCG, the management of key expenses and vendors, modelling fee/revenue for current and future products, and ensuring transparency across key stakeholders across the Brookfield enterprise.  This role specifically contributes to both the support of day-to-day functions and longer-term initiatives.  The ideal candidate will possess strong finance expertise, excellent communication skills, and a collaborative approach to problem-solving and knowledge sharing. 

Key Responsibilities: 

• Financial and Management Reporting 

• Assist in preparation of the quarterly financial and management reporting for the group inclusive of asset raising updates and expenses – e.g. operating and performance metrics 

• Provide intra-quarter updates to senior management and the BAM IR and Finance teams 

• Support the financial planning and analysis (FP&A) process, including forecasting, variance analysis, and scenario planning. 

• Manage expenses with key third party vendors and contracts 

• Collaborate with various teams across Brookfield to gather relevant financial data and ensure timely reporting 

• Assist in the development and monitoring of budgets, ensuring accuracy and alignment with strategic goals 

• Maintain and update financial models to support business planning and decision-making. 

• Revenue and Fee Modeling for new products and customized client mandates 

• Provide ad-hoc financial analysis and support as needed. 

• Accounting Operations 

• Team oversees the group’s financial accounts, cost controls, and cost allocation processes as well as accounts payable function, review process, reporting and controls 

• Data management for third party surveys and publications 

• Client commitment booking and reconciliation process within Salesforce and other relevant systems (Mercatus) 

Qualifications Required: 

• Bachelor’s degree in finance, accounting or another relevant discipline 

• Professional certification in accounting (e.g., CPA, ACCA, or equivalent). 

Experience & Competencies Required: 

• At least 5+ years of experience in Finance, FP&A, or Fund Accounting (accounting, reporting, forecasting, tax, treasury, corporate finance, capital markets,); 

• Advanced Excel skills including fee modelling and scenario analysis 

• Understanding of fund performance calculations 

• Proficiency in financial modeling and data analysis. 

• Excellent analytical and problem-solving skills. 

• Detail-oriented with a high level of accuracy in work. 

• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. 

• Investor Relations experience a plus; 

• Ability to work in a dynamic, fast-paced, global environment and to adapt quickly to changing priorities; 

• Excellent organizational skills and capability to effectively manage priorities while meeting timelines; 

• Strong interpersonal and communication skills with a particular strength in dealing with a wide variety of individuals at various levels within and outside of the organization; 

• Team-oriented; demonstrates a commitment to shared success above any personal accomplishment or recognition.