Senior Associate, Investments M&A

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor

Business - 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

Position Summary:

The Senior Associate will join the M&A team within Brookfield Wealth Solutions and report to the Managing Director, M&A. The individual will assist senior members of the team to identify, originate and execute insurance investments with a primary focus on P&C opportunities. The Senior Associate will be expected to take a central role in the continued development of the team’s work in the P&C sector, and will work closely with junior and senior team members, senior members of Brookfield’s management team, and portfolio companies. This is a highly dynamic role with involvement throughout the investment process and ongoing portfolio management

Responsibilities:

• Help lead coverage of the P&C sector and work with senior members of the team to maintain a view of opportunities and trends
• Build relationships with frequent contacts across the organization and assist with the management of our operating P&C businesses
• Participate in due diligence of potential investments, including identifying key investment merits and risks, meeting with management, reviewing transaction documentation, and working in conjunction with third-party consultants as required
• Assist in the preparation and presentation of investment committee memos, presentations, and other analyses to support investments
• Conduct market research to support the development of investment strategies and to identify transaction opportunities
• Perform extensive independent work in the development of financial models and investment thesis
  
  

Qualifications & Requirements:

• Degree in finance, accounting or related business discipline
• Four to seven (4-7) years of work experience in Principal Investing, Investment Banking, or other relevant areas
• Experience covering financial services, particularly insurance (ideally with prior focus on P&C) is an asset
• A professional, positive attitude and capable of contributing to a dynamic and team-oriented culture
• Experience conducting research and due diligence, evaluating transaction opportunities, performing financial and valuation analysis, and producing “client ready” investment materials
• High level of proficiency in PowerPoint and Excel and outstanding financial modeling skills
• Judgement, critical thinking and strong quantitative and analytical skills combined with attention to detail and thoroughness, with the ability to assess complex situations and make effective recommendations
• Ability to adapt to new challenges in a dynamic and fast-paced environment
• Self-motivated and proactive with the ability to operate independently and willingness to own and improve processes
• Strong interpersonal, written and verbal communication skills with a proven track record of working with individuals across various levels and backgrounds
• Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines and the ability to deal professionally with internal and external stakeholders
• Interest in continuous improvement of our processes and outputs
• Demonstrates a commitment to shared success above personal accomplishment or recognition
• High degree of professional ethics and integrity
  
  

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.