Portfolio Assistant

Brookfield Asset Management
Chicago, USA
Aug 18, 2019
Aug 23, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Firm:

Brookfield Asset Management is a leading global alternative asset manager with over $365 billion of assets under management. For over 120 years Brookfield has owned and operated real assets with a focus on real estate, infrastructure, renewable power and private equity. Clients can invest in Brookfield strategies via three main channels: public securities, private funds and listed partnerships. The Public Securities GroupĀ¹ leverages Brookfield's core real asset expertise via global listed strategies, including real estate, infrastructure, real asset debt, real asset solutions and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds. The Public Securities Group has been investing in public securities for over 30 years and has over $19 billion of assets under management. Headquartered in New York, we maintain offices in Chicago, Hong Kong, Houston, London, San Diego, Seoul and Toronto. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors.

Location: Chicago

The Position: Portfolio Assistant

Position Summary:

Portfolio Management:
  • Preparing and reconciling monthly performance and attribution reports
  • Preparing materials for investment team meetings, investment committee meetings and client meetings
  • Participating in investment team meetings
  • Maintain model portfolios
  • Updating and maintaining data for marketing materials
  • Maintaining portfolio databases and reports

  • Managing the team's research database
  • Providing support to the research team, including relative value reports, and secondary research
  • Monitoring rating agency news and communicating to research team

  • Assisting the portfolio managers and trader with trade execution and support
  • Working with Investment Operations to reconcile trade issues, corporate actions
  • Monitoring portfolio positioning versus models
  • Managing order entry and trade allocation

In addition to the above responsibilities, there will be ad hoc projects and requests in support of the portfolio management team.

Qualifications & Requirements:
  • Bachelor's degree in Economics, Finance, Mathematics, Quantitative Finance or related field.
  • Demonstrated quantitative, data analysis and problem-solving skills.
  • Strong verbal and written communication skills.
  • Strong proficiency with Excel and PowerPoint required.
  • The following would be considered assets:
    • successful completion of, or current enrollment in the CFA program
    • experience with databases (Access, SQL) and Python
  • Candidates must be able to work in the U.S. without visa sponsorship

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