Location

Sydney
- 10 Carrington Street, Level 19 Business
- Private Wealth. Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy.

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

We are seeking an Assistant Vice President / Associate to join the Brookfield Sydney office. Brookfield is seeking a versatile and all-rounded sales support person to drive and manage the wealth management sales support function across Australia. The role will encompass the day-to-day management of existing client and prospective accounts whilst contributing to overall regional business and strategic priorities. The role will represent across Brookfield’s investment platform, including our private funds (close and open-ended), daily liquid public securities capabilities, and semi-liquid vehicles.

JOB PURPOSE: This role will focus on providing timely support to the BPW Australia Sales team across all matters related to local fund-raising initiatives within the region.

Responsibilities include: Initiate and support new relationships within private banks, and wealth management firms across Australia. Oversee day-to-day management of client accounts and prospective clients, including but not limited to: RFP/diligence processes, client onboarding and prospecting, marketing and launch activities, and ongoing servicing support.



Collaborate and communicate effectively with all functional teams within BPW including Marketing, Operations, Legal & Compliance, and Product Strategy to ensure smooth coordination and completion of our strategy and business goals. Strive to become a knowledgeable resource on all aspects of the investment industry, competitors, and products available in the alternative & private market. The role is based in Sydney, with the potential to travel across Australia for work related purposes.

Investment and markets acumen, ideally with a depth of experience in fixed income and private markets. Ability to develop rapport and trust with internal stakeholders and external clients. Demonstrated ability to write effectively and strong communication and presentation skills. Deep knowledge and understanding of Australian private wealth landscape. Proven track record in working with cross-functional teams, e.g., partnering with sales, marketing, investments, product strategy, and compliance at all levels. Highly motivated and results driven with a high level of attention to detail as well as commitment to excellence. Self-motivated with a high level of integrity and ethics. Robust organizational

skills:
ability to multi-task, prioritize and collaborate across geographically disperse teams in a fast-paced environment. Energetic communicator with the ability to create excitement and sense of urgency to act. Identify business opportunities,



collect market intelligence, build new relationships with junior clients /prospects, collect competitor information. Assist product due diligence, put together product analysis, and thought leadership to assist client’s production boarding. Providing ongoing diligence support for key stakeholders including, private wealth firms, asset consultants, IFAs, platforms and research houses. Working effectively with offshore diligence management teams on stakeholder workflow items. High degree of proficiency in investor servicing matters and regular client communication. Collaborate with functional teams and service providers to ensure clients’ requests and questions get addressed timely and properly, e.g. with marketing, investment, legal, compliance, PMT, etc.

Formulate and manage visitor’s meeting schedules, coordinate client meetings, investment manager/speaker roadshows, initiate sales activities and client prospecting. Ability to formulate and effectively disseminate PMRs (Pre-Meeting Reports) for investor roadshows. Ability to organize and manage all aspects of investor roadshows as well as ad-hoc client engagements. Strong workflow and project management skills. Assist the team to manage all aspects of the sales life cycle, manage salesforce, prepare meeting materials, etc. Liaise with Project Management Team ("PMT") and Business Group Investor Relations to coordinate responses to incoming Investor Relations requests from both existing and prospective investors. Oversee client communications to ensure all LP's receive annual/quarterly reports and other important communication. Coordinate roadshows, conferences and investor meetings with respective Project Management and Marketing

📌 Associate/Assistant Vice President, Brookfield Private Wealth (Sydney)
🏢 Brookfield Investment Management Australia
📍 Sydney