Vice President, Investor Relations Full Time

The VP, Investor Relations – Perpetual Products will be responsible for leading investor services initiatives for the firm’s perpetual product suite, supporting the continued growth of the Private Wealth platform. The individual will serve as a senior point of contact for investor relations and servicing activities, driving operational excellence, process improvement, and an exceptional client experience across the full lifecycle of Brookfield and Oaktree’s perpetual alternative investment strategies. This role requires deep knowledge of perpetual fund structures, the private wealth distribution landscape, and the ability to collaborate effectively across a complex, global organization. The role will report to the Senior Vice President, Investor Relations Perpetual Products.

Key Responsibilities

• Lead end-to-end investor servicing for the perpetual product suite, including non-traded REITs, BDCs, interval funds, and other evergreen private market strategies offered through the private wealth channel
• Serve as a senior point of contact for wealth advisors, their clients, and internal stakeholders, managing escalations and resolving complex investor inquiries with professionalism and urgency
• Own the development and continuous improvement of scalable, best-in-class investor servicing protocols, ensuring a consistent, high-quality experience across all perpetual product touchpoints
• Partner cross-functionally with Distribution, Legal, Compliance, Fund Operations, and Technology teams to drive seamless execution across the investor lifecycle
• Lead, mentor, and develop junior members of the Investor Services team, fostering a culture of accountability, intellectual rigor, and client-centricity
• Oversee and manage relationships with third-party service providers, including transfer agents, fund administrators, custodians, and technology platforms
• Direct and enhance investor communication processes including periodic NAV delivery, and ad hoc investor reporting
• Identify operational gaps, develop solutions, and drive implementation of process improvements that increase efficiency, accuracy, and scalability
• Collaborate with product, marketing, and sales teams to develop and refine investor-facing materials, communications, and educational content related to perpetual products
• Contribute to strategic planning for the growth and scaling of the perpetual product investor services platform across global regions

Qualifications & Requirements

• 7–10 years of experience in one or more of the following areas: investor servicing, investor relations, client service, fund operations, or private wealth management
• Deep knowledge of perpetual and evergreen alternative investment structures, including non-traded REITs, BDCs, interval funds, or similar private wealth alternative products; experience with drawdown fund structures is an asset
• CPA, CA, CFA, CAIA, or equivalent designation preferred
• Experience working with private wealth distribution channels, financial intermediaries, registered investment advisors (RIAs), and wealth advisor platforms
• Demonstrated experience leading, mentoring, or managing junior team members and driving cross-functional initiatives
• Strong understanding of fund operations including NAV processes, investor reporting cycles, transfer agency functions, and regulatory requirements
• Experience working with transfer agents and investor servicing platforms is an asset
• Proven ability to manage complex, multi-stakeholder initiatives with competing priorities in a fast-paced, global environment
• Exceptional verbal and written communication skills, with the ability to present clearly and confidently to senior internal stakeholders and external clients
• Highly organized and detail-oriented with a demonstrated track record of operating with precision under pressure while maintaining the highest standards of work product
• Strategic mindset with the ability to identify process gaps, design solutions, and drive change from concept through implementation
• Entrepreneurial, collaborative, and disciplined in approach, consistent with Brookfield’s leadership attributes

Source: Brookfield Career Page