Assistant Vice President, Sales Analytics & Reporting

Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

Business - Brookfield Oaktree Wealth Solutions

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 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 effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

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

The Firm is seeking a Sales Support & Analytics professional to join the Business Management team in its New York office, working closely with sales, business development, channel marketing, and corporate technology. The role will be responsible to aid the team in supporting and servicing our Wires, Regionals, Independent Broker Dealers (IBDs), RIAs, and Trust Bank partners, in addition to coordinating the daily business of the sales channels and maintaining the integrity of the sales data.

Responsibilities:

• Create customized, relevant, and dynamic dashboards and/or reports for sales teams and sales leadership.

• Create, analyze, and evolve Key Performance Indicators (KPIs) and the associated reporting for the teams and individual roles.

• Ensure the data provides high-quality and readily accessible information that is needed to effectively manage a sales organization as well as help individual sales professionals manage their territory.

• Analyze large volumes of transactions, CRM activity, and industry data. Translate complex data into business insights and recommendations to present to our sales leadership team.

• Gain a deep understanding of business and IT processes, logic, and applications to translate into clear process documents and partner with IT to configure the functionality for end users

• Research and recommend new data sets and reporting tools.

• Evolve our use of Salesforce, ensuring data accuracy and process efficiency. 

• Help prepare materials for ad hoc projects, including developing focused analytics, conducting industry research, and preparing presentations. 

• Team player able to work effectively with all levels at the organization.

Qualifications:

The successful candidate will possess the following:

• Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.

• 3-5+ years’ demonstrable experience in reporting and analytics role; asset management industry experience, particularly intermediary distribution, strongly preferred.

• Familiarity with SQL and Power BI are a plus.

• Strong analytical and presentation skills; advanced Microsoft Excel and PowerPoint knowledge is required.

• In-depth knowledge of Salesforce with experience exporting and analyzing additional data sources a plus (for example DST Salesconnect, Discovery and/or similar distribution related sales and competitor datasets).

• Exceptional attention to detail, placing a high priority on accuracy.

• Strong process-orientation with a client-servicing mind-set.

• Highly organized with the ability to prioritize multiple projects.

• Results-oriented and entrepreneurial, ability to work creatively and analytically.

• Exceptional interpersonal, relationship-building, and communication skills.

• Familiarity with a variety of investment vehicles, including mutual funds and other alternative investments.

Salary Range: $120,000 - 140,000

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.