Associate, Diligence Management, Open-Ended Core Infrastructure

Inside the Program

Understand how the rotation and mentorship will run.

The Associate is expected to manage all aspects of the due diligence process for investors partnering directly with prospective investors, CRMs and other stakeholders. This includes initial creation of diligence materials/deliverables during fundraising (RFPs, DDQs, etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence processes. Over time, the Associate is expected to develop significant expertise in the firm’s infrastructure product offerings and serve as a client-facing contact working directly with investors to guide them through the due diligence process.

The responsibilities of the role include:

Developing and managing required due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations, etc.

Complete quarterly suite of deliverables to consultants and provide regular data and content updates to consultant databases

Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment professionals to provide nuanced technical materials to advance the fund diligence process

Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational, etc.) as part of fund due diligence, including managing calls, meetings, asset tours, arranging on-sites, due diligence days, etc.

Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients

Initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets, etc.)

Building a thorough understanding of the firm's infrastructure products, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content; develop a deep understanding of Brookfield’s infra business, being able to clearly and succinctly communicate the Brookfield story to investors

Navigating and effectively utilizing the firm’s suite of tools and resources to respond to client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.

Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members under tight deadlines and across jurisdictions.

Managing other client-facing materials and channels related to fund due diligence, including updating consultant databases and maintenance of marketing collateral during fundraising period (e.g., pitchbook presentations, standard DDQs, case studies, etc.)