Regional Analyst

Location

Brookfield Place New York – 225 Liberty Street, Suite 3501

Business

Private Wealth

Company Overview

Brookfield is one of the world’s largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that underpin the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.

Brookfield’s private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.

Brookfield Culture

Brookfield has a unique and dynamic culture. The firm seeks team members who have a long-term focus and whose values align with the Attributes of a Brookfield Leader: Entrepreneurial, Collaborative, and Disciplined. Brookfield is committed to the development of its people through challenging work assignments and exposure to diverse businesses.

Job Description

The Position

The firm is seeking a Regional Analyst to join the US Sales team in its New York office, working closely with the sales team and Regional Consultants.

Responsibilities

• Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.
• Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors.
• Manage inbound calls from financial advisors.
• Conduct relationship-building sales calls via telephone with financial advisors and other licensed professionals.
• Develop and implement sales plan strategies with a primary focus on prospecting new business.
• Articulate fund objectives, discuss financial markets, and portfolio strategies.
• Identify sales opportunities and advisor needs, cross-sell ideas, and introduce new concepts.
• Work with various departments/individuals within the organization to provide “Best in Class” service to financial advisors.
• Demonstrate basic finance and analytical skills supporting investment and asset management activity.
• Handle daily administrative tasks to ensure maximum business efficiency (e.g., update and maintain the contact management system).

Qualifications & Requirements

• Bachelor’s degree or equivalent experience.
• FINRA Series 7 and 63 licensing is a plus (must be acquired within a firm-defined time period).
• Curiosity about sales; prior sales experience is a plus.
• A strong desire to learn about capital markets, alternative investments, mutual funds, private equity, and the impact of economic factors.
• Consultative, client-first approach.
• Strong written, verbal, and interpersonal communication skills.
• A digital and data-driven approach.
• Strong work ethic, high integrity, and strong values.
• Motivated to achieve success and personal growth, with the firm.

Compensation

Salary Range: $75,000 – $85,000

The compensation structure includes a base salary and a short-term incentive program (cash bonus). Cash compensation may vary by geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on factors including relative experience, overall years of experience, industry experience, education, and designations.