Location
Brookfield Place New York - 225 Liberty Street, 8th FloorBusiness - Wealth Solutions
Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance
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
Investment Monitoring & Portfolio Oversight
Partner with deal teams to transition investments post-closing and define KPIs
Track KPIs and monitor performance across the asset-based finance portfolio, assessing returns, risks, and concentrations on an ongoing basis
Analyze collateral and structural profile as well as market trends to identify emerging risks and escalate potential issues to the deal team and investment leadership
Maintain investment watchlists and work with Risk team to ensure accurate internal risk designations
Cash Flow Modeling & Analytics
Maintain transaction-level cash flow models upon handoff from deal team, including working with consultants to implement deal models in Intex post-closing
Roll forward cash flow projections and Intex models
Validate model outputs against legal documentation and trustee reports
Ensure model outputs are accurately reflected in Brookfield’s internal analytics systems
Valuation & Reporting
Ensure timely receipt and completeness of various reporting requirements from borrowers and originators
Maintain ongoing engagement with trustees, servicers, and third parties to ensure data accuracy and transparency
Coordinate with Trustee and Operations team to ensure timely production of monthly and waterfall reports. Validate waterfall reports and ensure alignment with deal documents
Coordinate quarterly valuation processes with third-party providers
Support internal and external audits and respond to valuation-related inquiries
Ensure consistency across investment, accounting, and reporting systems
Qualifications
Bachelor’s degree with an excellent academic record
2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financing; experience in multiple asset classes a plus
Ability to review and analyze monthly servicing reports/ performance reports
Knowledge or familiarity with insurance investment management a plus
Strong capabilities in MS Excel and PowerPoint and Intex; Bloomberg experience a plus
Proactive self-starter with high attention to detail, intellectual curiosity, and motivation
Excellent organizational and communication (verbal and written) skills
Salary Range: $150,000 - $180,000
Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
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.