Location
London - One Canada Square, Level 25
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
The Firm is seeking to add to its Platform Operations team in the London office. The Platform Operations team is responsible for managing; (1) the execution and onboarding of new products created for BOWS, (2) the operational onboarding of new relationships for products distributed by BOWS, and (3) the operational oversight of the BOWS feeder fund platforms and the semi-liquid products. This individual will work on projects across the various funds supported by Platform Operations, with a focus on client onboarding, data management, and assisting the Head of Operating with the creation of new processes and process improvement, automation, and strategic project management. The person will interact regularly with technology, sales, legal, fund finance, and operations professionals as well as senior management.

Responsibilities:

• Assist with ongoing design and development of a scalable and robust operating model and the ongoing management of the day-to-day operations of the BOWS EMEA and APAC products,
• Oversight of the Transfer Agent, ensuring SLAs are met and maintenance of good service levels.
• Client Operations; onboarding new clients, distributors, platforms, and managing ongoing data requirements.
• Sales Support; assist EMEA/APAC sales team to deliver a gold standard customer journey during initial pre-onboarding queries through to onboarding with the Transfer Agent.
• Processes and Procedures; maintain core operational process documents with a process of regular review/update.
• Data and Reporting; work with technology to manage and oversee EMEA/APAC data flows from Transfer Agents into CRM system, ensuring accuracy and robustness.
• Help to address escalation issues (including audit issues, investment breaches, NAV errors, regulatory reporting issues, and depositary concerns).
• Assist with ad-hoc requests from the wider BOWS team.

Qualifications & Requirements:

• Bachelor’s degree including at least 7 years’ experience in wealth in a financial services or fund operations role.
• Proven ability to learn quickly and prioritize multiple projects.
• Strong technical skills that can contribute to automation and process improvement.
• Strong interpersonal skills, with the ability to work well in a team environment.
• Strong oral and written communication skills.
• Excellent critical thinking and organizational skills.
• Energetic and willing to get involved where needed.
• Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
• Proficiency with Salesforce or similar CRM software is preferrable.
• Exceptional attention to detail, placing a high priority on accuracy.
• Strong analytical, project and time management skills.

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

• Assist with ongoing design and development of a scalable and robust operating model and the ongoing management of the day-to-day operations of the BOWS EMEA and APAC products,
• Oversight of the Transfer Agent, ensuring SLAs are met and maintenance of good service levels.
• Client Operations; onboarding new clients, distributors, platforms, and managing ongoing data requirements.
• Sales Support; assist EMEA/APAC sales team to deliver a gold standard customer journey during initial pre-onboarding queries through to onboarding with the Transfer Agent.
• Processes and Procedures; maintain core operational process documents with a process of regular review/update.
• Data and Reporting; work with technology to manage and oversee EMEA/APAC data flows from Transfer Agents into CRM system, ensuring accuracy and robustness.
• Help to address escalation issues (including audit issues, investment breaches, NAV errors, regulatory reporting issues, and depositary concerns).
• Assist with ad-hoc requests from the wider BOWS team