Log In
Sign Up
The ideal candidate will have excellent attention to detail, exceptional communication skills, strong work ethic and an entrepreneurial attitude. The candidate will be expected to work on several tasks simultaneously and is expected to know how to manage their workload. Strong Microsoft Office (Excel, PowerPoint, etc.) skills are important for success in this role.
Key Responsibilities
- Preparation of portfolio reviews
- Management of portfolio trackers
- Review, documentation and presentation of investment valuations
- Strategic financial reporting, including spreading of historical financials and monthly/quarterly updating of relevant KPIs
- CLO management and coordination of ratings processes
- Asset management, including execution of transaction closings and coordination with the operations team – ensuring timely fundings, receipt of repayments, execution of legal docs, etc.
Candidate Profile
- Bachelor’s degree
- Master in Finance or Accounting, CPA, MBA and/or working towards CFA is a plus
- 4+ years relevant work experience – investment banking, advisory, consulting, buy side credit investing, FP&A or comparable experience
- Interest in asset management
- Advanced Microsoft Office (Excel, PowerPoint, etc.) capabilities
- Excellent written and verbal communication skills with an ability to effectively communicate internally (i.e., sector deal teams, operations teams and management) and externally (i.e., banks, loan agents, investment partners, etc.)
- Exceptional attention to detail and ability to learn quickly
- Ability to multi-task and work in fast paced-environment
- Strong interpersonal skills and team-oriented approach
Source: Brookfield Career Page
