Location

Brookfield Place - 181 Bay Street

Business - Private Wealth

Job Description

Business - Brookfield Private Wealth

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 Private Wealth 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 and unique solutions to market with the individual investor in mind.

About the Private Wealth Investor Relations Team

The Investor Relations team is a critical partner in the growth of Brookfield Private Wealth's platform, serving as the primary bridge with internal and external partners. The team is responsible for delivering an exceptional investor experience across the full lifecycle of our alternative investment solutions.

As a global team with professionals based in Toronto, London, Tokyo, Hong Kong, and Mumbai, Investor Relations provides seamless support to investors and distribution partners across regions and time zones. Working closely with Business Development, Sales, Product, Operations, Legal, Compliance, and external service providers, the team drives operational excellence, scalable processes, and best-in-class client service.

As Brookfield Private Wealth continues to expand globally, the Investor Relations team plays an increasingly strategic role in enhancing investor engagement, supporting the growth of the firm's perpetual products platform, and delivering institutional-quality alternative investment solutions to the private wealth channel.

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

Position Opening Reason:

Backfill