Insurance Women’s Investment Network (IWIN)

Company: Brookfield Asset Management

Job title: Analyst, Asset Allocation

Contact name: Kelly

Contact email: kelly.mullen@brookfield.com

Description

Location

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

Brookfield’s publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their stakeholders. Brookfield Reinsurance is positioned to act as a strong, long-term partner to the insurance sector, with a primary focus on the life, annuity and pension market in North America and Europe. The business provides annuity-based reinsurance products to insurance and reinsurance companies and also acts as a direct issuer of pension risk transfer products for pension plan sponsors. In doing so, the business seeks to match long-duration liabilities with a portfolio of high-quality investments in order to generate attractive, risk-adjusted returns.

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

BAM Re is seeking an Analyst to join our New York-based investment team where this individual will play a key role in developing and implementing portfolio strategy as part of BAM Re’s asset allocation team and alongside senior leadership. Responsibilities will include assisting in the creation and evolution of strategic asset allocation, new business pricing, and relative value analysis across fixed income and equities.

Key Accountabilities

Assist in formulating asset allocation strategies for the investment portfolio backing life, annuities, and pension risk transfer liabilities and perform optimizations around asset-liability management, returns and capital within the context of investment guidelines

Coordinate with senior team members on the implementation of the strategic asset allocation plan, monitor investment pipelines and assist on execution of investments
Collaborate with the investment and risk teams on asset modeling, cashflow and sensitivity analysis
Develop and present reports on investment performance and risk. Monitor compliance with investment policies and trust guidelines
Coordinate with the actuarial and finance teams on providing investment assumptions for actuarial modeling and business planning
Liaise with the investments, treasury, and operations teams to ensure proper liquidity management

Candidate Profile

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus
At least 1-3 years of portfolio management, asset-liability management, or cross asset class experience
Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Salary Range: $140,000 - $160,000

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 Asset Management 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.
Brookfield is an EEO employer and does not make hiring decisions based on status in a protected class.
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.

Required experience/skills

At least 1-3 years of portfolio management, asset-liability management, or cross asset class experience
Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Years of relevant experience

1-3

Certifications/education required

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus

Company: Brookfield Asset Management

Job title: Associate, Asset Allocation

Contact name: Kelly

Contact email: kelly.mullen@brookfield.com

Description

Location

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

Brookfield’s publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their stakeholders. Brookfield Reinsurance is positioned to act as a strong, long-term partner to the insurance sector, with a primary focus on the life, annuity and pension market in North America and Europe. The business provides annuity-based reinsurance products to insurance and reinsurance companies and also acts as a direct issuer of pension risk transfer products for pension plan sponsors. In doing so, the business seeks to match long-duration liabilities with a portfolio of high-quality investments in order to generate attractive, risk-adjusted returns.

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

BAM Re is seeking an Associate to join our New York-based investment team where this individual will play a key role in developing and implementing portfolio strategy as part of BAM Re’s asset allocation team and alongside senior leadership. Responsibilities will include assisting in the creation and evolution of strategic asset allocation, new business pricing, and relative value analysis across fixed income and equities.

Key Accountabilities

Assist in formulating asset allocation strategies for the investment portfolio backing life, annuities, and pension risk transfer liabilities and perform optimizations around asset-liability management, returns and capital within the context of investment guidelines
Coordinate with senior team members on the implementation of the strategic asset allocation plan, monitor investment pipelines and assist on execution of investments
Collaborate with the investment and risk teams on asset modeling, cashflow and sensitivity analysis
Develop and present reports on investment performance and risk. Monitor compliance with investment policies and trust guidelines
Coordinate with the actuarial and finance teams on providing investment assumptions for actuarial modeling and business planning
Liaise with the investments, treasury, and operations teams to ensure proper liquidity management

Candidate Profile

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus
At least 3-5 years of portfolio management, asset-liability management, or cross asset class experience
Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Salary Range: $160,000 - $200,000

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 Asset Management 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.
Brookfield is an EEO employer and does not make hiring decisions based on status in a protected class.
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.

Required experience/skills

Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Years of relevant experience

3-5

Certifications/education required

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus

Company: Brookfield

Job title: Analyst/Associate - Insurance Business Development

Contact name: Megan Weed

Contact email: megan.weed@brookfield.com

Description

The Analyst/Associate – Insurance Business Development role is pivotal in supporting the growth of Brookfield’s newly formed credit platform. This position entails comprehensive involvement across business development activities, aiming to align Brookfield’s capabilities with the unique needs of insurance investors.

This position will be an integral component of a fast-growing team and will benefit from leveraging the firm’s intellectual capital, existing relationships, fundraising capabilities, and broader strategic insights as part of a premier investment management franchise.

Responsibilities

Collaborate with business development, portfolio management, and senior leadership to accelerate the growth of our insurance partnerships
Support the development and execution of business development strategies by providing market research and client-specific insights
Assist with preparation of client presentations, proposals, and reports to communicate our investment strategies and structures to prospective clients
Analyze industry trends and competitive dynamics within the insurance asset management sector
Coordinate and maintain pipeline data, client relationship management systems, and other sales activity reports
Facilitate internal communication and project coordination across product development, operations, legal, compliance, and portfolio management teams to ensure aligned and efficient client support
Develop and maintain an understanding of the regulatory and investment needs of insurance companies to enhance tailored business development efforts

Required experience/skills

2-4 years of experience in institutional asset management, preferably with insurance experience.
Excellent academic credentials with Bachelor’s degree in Business Administration, Finance, or a related field.
Progress toward CFA charter a plus.
Strong organizational skills and the ability to manage multiple tasks efficiently.
Excellent verbal and written communication skills
Self-starter with a desire to learn and add value
Expertise with Excel
Expertise with Microsoft PowerPoint: creating and editing presentations for internal and external meetings
Proficiency with Salesforce CRM software preferred.
An understanding of the insurance investment market and its regulatory environment is a plus.
Demonstrated ability to work collaboratively in a team-oriented environment.
Initiative to develop creative solutions and solve problems

Salary Range: $120,000 - $160,000

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.

Years of relevant experience

2-4 Years

Certifications/education required

Bachelor’s degree in Business Administration, Finance, or a related field.

Company: Ares Management Corporation

Job title: Analyst, Americas Relationship Management - Insurance

Contact name: Amanda Healy

Contact email: ahealy@aresmgmt.com

Description

About the job

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Summary

Job Description

Ares Management is seeking an Analyst to join our Americas Insurance Relationship Management team in New York. This role will be an integral member of the firm’s growing Americas Insurance Team (“Insurance Team” or the “Team”), with a geographic focus on covering the US, Canada, and Bermuda. The Team’s focus and responsibility is to increase the firm’s assets under management from insurance company General Accounts, Insurance Company Corporate Pensions, and other pools of capital through the development of new relationships and growth of existing relationships. The Analyst will be responsible for sales support which includes coordination of information flow, research, budget tracking, analytics, materials prep, events, conferences, logistics, roadshows, etc. The ideal candidate will function in a sales support role, assisting our Insurance Team with all on-going sales, service, and communications across current clients and new prospects.

Ares is a flat, flexible, and dynamic organization. The firm fosters a culture of collaboration, entrepreneurialism, integrity, and partnership, both internally amongst colleagues and externally amongst clients and other stakeholders. The Ares team operates with a growth mindset, communicates transparently, and cultivates a high-performance and results-oriented environment.

REPORTING RELATIONSHIP

Reports to: Co-Heads of Americas Insurance Relationship Management

Primary Functions And Responsibilities

• Partner with the co-Heads of Insurance Relationship Management and other Insurance Team members responsible for marketing all of Ares’ strategies to prospective and current insurance investors, focused on insurance company General Accounts and insurance company Corporate Pensions and Insurance Corporate-Owned Life Insurance (ICOLI).
• Maintain and optimize the Insurance Team’s roadshow calendar, and coordinate with other Americas Relationship
• Management teams around their regional calendars.
• Organize and prepare for investor meetings, including writing and consolidating prep notes, coordinating meetings, creating agendas, scheduling tours, and ensuring that all materials are prepared promptly.
• Work closely with leadership of the Relationship Management team to execute and manage certain processes.
• Proactively facilitate information flow for the broader Global Client Solutions (‘GCS’) team, working closely with all sub-groups including GCS Operations, Global Conferences & Events, Investor Operations, Strategic Partnerships, Quantitative Research, RFP, as well as Regional and Channel Marketing Teams across the Americas.
• Gather critical data to quickly respond orally and in writing to client information requests.
• Support performance reporting and measurement initiatives for the Insurance Team, via the delivery of weekly activity and fund pipeline reports, fundraising summaries, and roadshow campaign trackers.
• Assist in developing and implementing new workflows utilizing technology to improve current processes.
• Create Americas Relationship Management offsite presentations.
• Assist with the compilation and distribution of fund-focused factsheets and resources across GCS and Investor Relations / Product Management teams.
• Plan and manage prospective client and existing client events for the Americas Insurance Relationship Management team; responsibilities include pre-event organization, budget management, onsite execution, attendee data management, senior management liaison, final cost analysis, etc.
• Perform research on potential investors including public and corporate pensions, endowments and foundations, investment managers, insurance companies and family offices to determine key targets for global coverage by Insurance Relationship Management team.
• Perform analysis on existing investor base to identify opportunities to cross sell across the platform.
• Support internal demand assessment processes and manage the Insurance Team’s investor pipeline.
• Continuously track and analyze investor mandates and allocation preferences and conduct quantitative and qualitative market and competitor research to produce investor demand assessments identifying key prospects ahead of fund launches and fundraising roadshows.
• Keep abreast of industry trends and Ares’s product development and performance to assist in providing market information updates and trend analysis to clients and colleagues.
• Build trust with internal firm clients globally, especially with investment teams, investor operations, and business development.
• Work with Investor Operations, Global Conferences & Events, and Investor Relations/ Product Management teams to streamline and centralize processes across different groups.
   

Required experience/skills

• 2-4 years of related experience in investment / wealth management, business management / strategy, accounting, or financial services, preferred.
• Outstanding communication, writing and interpersonal skills.
• Strong proficiency in Excel, PowerPoint, Word, and Outlook.
• Proficiency in CRM technology such as Salesforce is strongly preferred.
• Strong work ethic and a high level of integrity. Flexibility and adaptability to shift priorities quickly in a fast-paced environment

Years of relevant experience

2-4 years of related experience in investment / wealth management, business management / strategy, accounting, or financial services, preferred.

Certifications/education required

A bachelor’s degree is required, preferably with a major in Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.