Vice President, Investor Servicing

Location

London - One Canada Square, Level 26

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

Job Description

The Vice President, Investor Services, will be responsible for executing client service initiatives in the EMEA and APAC regions. The Vice President must become a specialist in both the firm’s organizational structure as well as its products and strategies. The Vice President will be responsible for interacting with external parties including private wealth clients and service providers and coordinating and collaborating with internal teams and departments, interacting with all levels of the organization includes Sales functions and Fund teams. The successful candidate must be resourceful, organized, proactive, detail-oriented, have a strong ability to problem-solve, multi-task and be a team player. The role will report to the Managing Director.
 

Key Responsibilities

• Assist in the execution of key investor servicing initiatives
• Coordinate across multiple groups within the firm to ensure consistent, proactive, timely, professional and accurate investor interactions
• Assist in implementing standardized investor servicing protocols across the firm to provide a high quality, consistent investor experience
• Communicate with external and internal stakeholders in a knowledgeable, clear and professional fashion
• Manage relationships and liaise with third-party service providers and Brookfield and Oaktree funds teams related to private wealth activities
• Respond to phone and email inquiries from investors and wealth advisors regarding account maintenance, periodic fund performance updates and requests for investor materials  

Qualifications & Requirements

• 10+ years of experience in one or more of the following areas: investor servicing, investor relations, client service, accounting, fund operations
• CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset
• Experience working with closed-end and open-end private funds and/or semi-liquid funds and/or public securities
• In-depth knowledge real estate, infrastructure, private equity, or credit is preferred
• Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition
• Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, global environment
• Excellent organizational skills and ability to handle pressure effectively to successfully manage multiple high-priority initiatives simultaneously while maintaining the highest standards of work product and adhering to stringent deadlines
• Experience working with third party service providers including administrators, custodians, auditors, and transfer agents is an asset
• Detail-oriented
• Exceptional work ethic and intellectual curiosity
• Positive, can-do attitude, exhibiting humility, professionalism and patience
• Analytic and strategic thinker with the ability to assess complex situations, make effective recommendations and oversee projects through completion
• Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization

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.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.