Global Client Group, Diligence Management, Associate (Real Estate)

Inside the Program

Understand how the rotation and mentorship will run.

The Diligence Management team is responsible for managing the end-to-end fund due diligence process for Brookfield’s various private funds. The team oversees all aspects of the fund due diligence process, from fund launch and initial client interest to IC approval. The Associate serves a critical function within the team, partnering with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax and other stakeholders to deliver this best-in-class diligence experience for prospects and drive client conversions.

The Associate plays a pivotal role in the Diligence Management team, partnering directly with prospective investors and  collaborating with Client Relationship Managers, Fundraise Management, Investor Relations, Marketing, Product Development, Legal, Compliance, Tax and other stakeholders to lead all aspects of the due diligence process for Brookfield’s real estate funds and  deliver a best-in-class diligence experience for prospects and drive client conversions. This includes primarily overseeing the initial creation of diligence materials prior to fund launch and leading all diligence activity during fundraising (DDQs, RFPs, etc.), while occasionally managing select client calls, meetings, asset tours, on-sites to advance investor due diligence processes.

The role is principally focused on working with North American investors in real estate but may occasionally cover APAC or EMEA clients across other asset classes as needed. Over time, the position is expected to develop significant expertise in the firm’s real estate investment platform and funds (open-ended and closed-ended) 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.

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 real estate funds, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content

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.)