Associate, Family Investors

Job description

Location Hong Kong - 8 Finance Street, Two IFC, 61/F, Suites 6109-12 Business - Global Client Group Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving need s of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers. 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 Location This role can be based in either Singapore or Hong Kong. We welcome applications from candidates in both locations and will consider the successful candidate’s location based on business needs and individual circumstances. Position Summary The Associate will play an important supporting role in Brookfield’s Family Investor team within the broader Global Client Group. This individual will support efforts to deepen and expand Brookfield’s relationships with family offices and private investment entities throughout the Asia Pacific inclusive of China, Hong Kong, Singapore, Australia, India, Japan and Korea. Working closely with the senior client relationship managers and investment team, the Associate will support capital raising across Brookfield’s offerings. In addition to supporting the development and maintenance of strategic client relationships, the Associate will help identify partnership opportunities between family investors and Brookfield’s investment platforms, while participating in all aspects of the fund raising process, including market initiatives, client communications, research, and investor due diligence. The role will also involve helping provide strategic solutions for family investors across their ownership of assets and financial investments, while contributing to a best-in-class investor experience rooted in transparency, partnership, and long-term value creation..This position offers broad exposure to business development, institutional fundraising, and relationship management across the alternatives industry, with significant opportunities for professional development and progression to develop into a client relationship manager. Key Responsibilities Relationship Management & Capital Formation Support the development and execution of fundraising strategies for family investors throughout the Asia Pacific, aligning with Brookfield’s flagship and thematic investment vehicles, in addition to customized solutions. Assist in managing and expanding a portfolio of relationships across single-family offices, including family principals, CIOs, and investment teams, and build an understanding of their investment decision making process. Support the identification of new relationships through research, targeted outreach, referral networks, and participation in key industry events, including conducting family office and client-specific research, preparing prospect profiles, and developing targeted prospective investor list for fundraising initiatives Support all aspects of family investor relationship-building activities, including client prospect due diligence, portfolio mapping, and onboarding processes. Monitor industry and market developments relating to family investors, prospects, and competitors. Act as an ambassador of the Brookfield brand and culture in all external interactions. Strategic Engagement & Fundraising Execution Work closely with product specialists, investment teams, and senior leadership to help position Brookfield’s capabilities effectively across strategies and solutions. Support tailored fundraising initiatives—including fund launches, co-investment opportunities, and bespoke structures—designed for family office investors. Coordinate with internal stakeholders (legal, compliance, marketing, etc.) to help ensure efficient execution and best-in-class service throughout the capital-raising process. Gather and share market intelligence and feedback from family investors to help inform fundraising strategy, product development, and client service enhancements. Conduct detailed research and analysis, leveraging Salesforce information, market data and other sources with the aim to create 1) targeted prospective investor lists for new funds and strategies, and 2) relevant family introductions for investment teams. Attend and support investor meetings, conferences, and roundtables, and prepare briefing materials, client presentations and coordinating following-up activities Investor Experience & Ongoing Relationship Support Prepare and coordinate delivery of portfolio updates, performance reports, and customized materials to investors. Support post-investment communication to keep investors informed on platform developments, capital activity, and pipeline opportunities. Demonstrate responsiveness, accountability, and partnership in all investor interactions. Assist with the design and logistics of client events and help drive client attendance. Maintain CRM and investor data, including Salesforce and contribute to best practices and scalable processes across the team. Qualifications 4+ years of relevant experience in fundraising support, investor relations, business development, or client service within alternative asset management, private banking, or investment advisory. Exposure to or interest in raising capital from family offices, institutional and/or private wealth channels. Strong investment and financial analytical capabilities and investment reporting experience Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience with Salesforce a plus Working knowledge of private markets, including real assets, with a strong desire to develop deeper expertise. Bachelor’s degree required; CFA progress or equivalent professional designation preferred. Relevant regulatory licensing for Hong Kong (SFC) and/or Singapore (MAS) preferred, or willingness to obtain. Excellent written and spoken English communication skills for investor communications, research, reporting and collaboration with global teams. Mandarin proficiency, particularly in spoken communication, is advantageous where the role involves supporting engagement with Mandarin-speaking family office investors, reviewing client materials and coordinating investor-related activities. Other relevant language capabilities are welcome but not required. Personal Attributes Strategic and Entrepreneurial Mindset Demonstrates a commercial, solutions-oriented approach and curiosity to identify new opportunities aligned with Brookfield’s long-term strategy. Brings creative ideas to engagement approaches, thrives in a dynamic, team-based environment, and contributes to building scalable processes across the platform. Integrity and Stewardship Operates with the highest ethical standards and represents Brookfield’s culture of partnership, accountability, and long-term alignment. Exercises discretion, sound judgment, and professionalism in all interactions with investors and colleagues. Leadership and Collaboration Takes initiative, shares insights, and fosters collaboration across asset classes and regions. Communicates with clarity and confidence, both internally and externally. Execution Excellence Highly organized with strong attention to detail and follow-through. Manages multiple priorities simultaneously while keeping sight of business development goals. Global Perspective Understands, or is eager to learn, the unique investment objectives and governance dynamics of family offices globally, adapting communication and engagement approaches accordingly. Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.