Analyst

The Diligence Management team is responsible for managing the end-to-end fund due diligence process for Brookfield’s various private funds. The RFP / DDQ Content Writers serve a critical function within the team, partnering with Diligence Managers to respond to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and similar requests from clients and prospective investors that form a key part of fund due diligence.  

JOB PURPOSE: (prime focus and objective of the position) 

The RFP / DDQ Content Writer plays a pivotal role in the Diligence Management team, partnering   

closely with Diligence Managers based in the US, Europe and APAC regions to coordinate responses to RFPs and other documents and written marketing materials (DDQs, RFIs, etc.). A key aspect of the role is to ensure that Brookfield and its funds are professionally and accurately described and demonstrate the firm's ability to meet clients’ specific requirements. The successful candidate will be able to develop and maintain written content that highlights the firm's competitive advantages and positions its funds and corporate platform in a differentiated manner.  The position is expected to grow into a value-adding internal subject matter expert across the firm's corporate functions, operations and asset classes to support Diligence Managers with specific content for a variety of client submissions. 

The responsibilities of the role include:  

• Managing the coordination and timely completion of RFPs, RFIs and DDQs – including compiling existing language, creating new language as needed, and reviewing documents to produce high quality, error-free responses that follow Brookfield’s specific protocols related to content and style.   

• Handle follow up responses associated with any previously completed requests, including researching the responses, and coordinate with the  SMEs for any additional information needed. 

• Contributing to a structured RFP process that incorporates stakeholder inputs, senior reviews and strict client-driven deadlines 

• Building a thorough understanding of the firm's corporate setup, history, operations, products and investment strategies to facilitate the accurate and consistent creation of proposals and questionnaires. 

• Navigating and effectively utilizing the firm’s suite of tools and resources to support client requests, including the RFP content database (Loopio), standard quantitative datasets, HR and personnel data, performance metrics, etc.  

• Collaborating closely with Diligence Managers to promptly respond to client-driven requests. 

• Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with senior 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.)  

• Stakeholder management: Show high degree of independence and professionalism in managing all the internal stakeholders including all communication with these stakeholders so as to maintain long term and productive engagements. 

QUALIFICATIONS REQUIRED: 

• Bachelor’s degree in finance, economics, business management, marketing, communications or other relevant discipline  

EXPERIENCE REQUIRED: 

• 2-4 years of experience in a marketing, RFP writing, communications or project management role, experience in asset management strongly preferred 

• Experience in high volume processes and technology enabled solutions 

• Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred  

• Familiarity with investment products and services, including a basic understanding of various asset classes and investment strategies; experience of an institutional private fund marketing environment would be an advantage  

• Must be highly organized and have strong attention to detail. 

KEY COMPETENCIES/BEHAVIOURS REQUIRED: 

• Experience in RFP / DDQ writing in an asset management or investment firm would be ideal 

• Outstanding verbal and written communication skills in English. Strong attention to detail in writing and editing documents is key. 

• Strong understanding of the RFP and DDQ process, with project management skills and the ability to work under tight deadlines while maintaining a high standard is essential; highly organized with a proven ability able to handle multiple concurrent assignments. 

• Comfort with financial and performance data, ensuring correct usage in responses while maintaining consistency across different investor documents. 

• Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm. 

• Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic). 

• Proficiency with Microsoft Office Suite 

• Excellent planning and organizational skills. 

• Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies and investors 

• Shares information with team members in a clear and concise manner. 

• Proactively seeks opportunities to get involved in more challenging projects. 

• Ability to assess urgency, prioritize workload effectively, and adapt to changing deadlines without compromising quality. 

• Ability to multi-task and work in a very fast-paced and team-oriented environment. 

• Comfortable with ambiguity and shifting priorities, maintaining high-quality output under pressure. 

• Excellent interpersonal, analytical, and creative problem-solving ability. 

• Self-motivated and proactive, both with respect to managing workload and own professional development.