Director

Location

Mumbai - 10th Floor, Ventura, Hiranandani Gardens, Powai

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

Job Description

Director - Investor Services   

Brookfield Oaktree Wealth Solutions 

Mumbai

About Brookfield: 

Brookfield is a global alternative asset manager with over $ 1 Trillion in assets under management and more than a 100-year history of owning and operating assets with a focus on property, renewable power, infrastructure, private equity and credit. Brookfield sponsors and manages funds, investment strategies and mandates on behalf of institutional clients with over $ 440 billion of fee bearing capital. Headquartered in Toronto and New York, Brookfield has offices on five continents with a team of over 1,300 investment professionals and over 150,000 operating employees around the world.  

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.

About Brookfield Oaktree Wealth Solutions: 

Brookfield Oaktree Wealth Solutions 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 supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

Background:

Brookfield Oaktree Wealth Solutions is seeking a motivated, organized individual to play an integral role on the new Investor Services team, based in Mumbai, India.

The role-holder will help build and lead a team of analysts and will be responsible for partnering with the existing investor relations and investor servicing team to create a globally integrated investor servicing model with a focus on the APAC and EMEA regions.

The incumbent will play an important client service role by owning several investor query inboxes and collaborating with investor relations and other internal teams on an ongoing basis. The Director will be responsible for resourcing, delegating, directing, evaluating and developing the team of analysts, with the goal of providing the highest quality of client service tailored to the private wealth channel.

Key responsibilities:

• Manage the team that coordinates and prepares responses to investor requests
• Manage shared inboxes by ensuring team logs all investor queries
• Directly answer investor requests, if appropriate, or assign to relevant Investor Relations team members; and return completed deliverables to investor  
• Ensure the highest service quality and turnaround times
• Maintain and report on key performance indicators
• Distribute recurring investor reporting
• Train and develop the team of analysts to deliver exemplary customer service
• Manage and update repository of historical investor request responses 
• Determine urgency of investor requests and prioritize accordingly 
• Oversee the Investor Services team’s maintenance of the contact database and update investor contact information as needed  
• Stay current on requests and projects across all funds and team members; send reminders when appropriate and act as “project manager” 
• Develop opinions on how to better manage IS team processes; effectively communicate recommendations to the team and formulate systematic, logical implementation plans 
• Liaise with finance, tax and legal teams to obtain information relating to investor requests 
• Provide suggestions on any process improvements, from time to time.
• Coordinate with and receive directions from IR leadership in Toronto and Mumbai

Qualifications:  

• 12-+ years’ work experience, preference for experience working in financial services/asset management industry in a similar role 
• Masters of Business Administration with a Finance focus and / or chartered accountancy designation is required
• A background in fund accounting/ reporting and/or direct experience in asset management client service
• Experience in one of the following fund structures is a plus: private funds, semi-liquid / evergreen, public funds
• Experience in one of the following asset classes is a plus: real estate, infrastructure, renewables, private equity, credit
• Demonstrated ability to lead a team  in a global, fast-paced, investor-focused environment
• Ability to work with a diverse range of internal stakeholders and comfort working in a matrixed organization
• Excellent writing and communication skills; fluency in English; ability to convey information in an effective and professional manner 
• Superior organization skills with great attention to detail; ability to navigate a fast-paced environment and manage competing deadlines and priorities  
• Willingness and capability to take ownership of projects and deliverables 
• Competence in making judgment calls independently, where appropriate
• A flexible mindset; open to handling projects and tasks that evolve over time 
• Ability to learn quickly and recognize patterns in how investor responses are crafted 
• Technological skills: proficiency in Microsoft Office; ability to rapidly become an expert in software used by the team (Front, Monday.com, Loopio, Salesforce, etc.)

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.