Job Description
Job Description
About the role
The role of the CRM Analyst/Associate is to work closely with the CRMs and support all aspects of fund marketing activities and the full life cycle of the client relationships.
Opportunity:
Learn about Brookfield’s broader private funds activities with the view to progress into a junior Client Relationship Manager role longer-termLearn unique marketing strategy and client base relationship building in Japan across various financial institutions and gatekeepersLearn fund marketing experience of equity/debt funds across Private Equity, Real Estate, Infrastructure and other Brookfield private funds strategiesResponsible for:
Assisting CRMs in prospecting, including but not limited to:Researching into prospects landscape/organization/newsConducting competitor analysis and researchGenerating outreach ideas and crafting targeted outreach messagesTracking outreach progress, interaction, and follow-ups/next stepsAssisting with client prospect due diligence processes, including but not limiting to:Understanding due diligence queries and relevant risk prospects trying to assessPerforming quality control of the responsesTracking due diligence progressMonitoring closing processAssisting CRMs in managing full life cycle of the client relationships, including but not limited to:Managing investor requestsCoordinating client meetings, preparing briefing notes, attending meetings, taking meeting notes and tracking follow-ups/next stepsCoordinating roadshows, conferences, and client events with respective teamsManaging the internal client relationship management database that tracks progress on marketing and relationship management activitiesPerforming special projects as requiredAbout you
3 - 5 years of experience in investment, consulting, or fund/portfolio management, dealing with alternative productsStrong financial analytical capabilities and investment reporting experienceAdvanced PowerPoint, Word, and ExcelNative Japanese with Japanese educational background.Fluency in EnglishExperience in Japanese organization dealing with alternative products through private funds isExperience in real estate, infrastructure and/or private equity asset classesExperience in analyzing and summarizing complex informationFund marketing sales and support experienceExperience working in an international organization and team