Location
Chicago - 110 North Wacker Drive, Suite 2700
Business - Public Securities
Brookfield’s Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies. The Public Securities Group leverages Brookfield’s core real asset expertise across 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. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group has been investing in public securities for over 30 years and has over $28 billion of assets under management. For more information, visit https://publicsecurities.brookfield.com.
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
The Firm is seeking an RFP Manager to join the Investor Relations team in its Chicago office. This person will be an integral part of the team and will be responsible for servicing a global institutional client base that is invested across all public securities strategies. The individual will also assist with business development efforts as requested. The person will work closely with the entire Marketing and Investor Relations team and will regularly interact with investment, finance, operations, compliance and legal professionals as well as senior management.
Responsibilities:
The RFP Manager is responsible for the following:
- Manage the questionnaire and RFP process from inception to completion
- Complete responses to Request for Proposals (RFPs) from prospects and consultants across our investment platforms.
- Delegate and coordinate the completion of Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs), working closely with our third-party vendor.
- Manage the queue of incoming requests, delegate as appropriate, oversee the completion of the first draft of questionnaires/proposals including a thorough review, manage overall quality control and ensure project is completed and submitted by the deadline.
- Ensure final product has 100% accuracy in terms of content, grammar and formatting
- Liaise with members of Client Relationship Management, Product Management, Investments, Operations, Technology, Finance, Legal and Compliance to develop responses.
- Work with SMEs to set and manage expectations including timeline for updates and ensuring content provided is appropriate and customized as needed.
- Write responses that strategically position the firm / our products in accordance with the sales objective and demonstrate how we can meet an investor’s needs.
- Maintain the firm’s internal database (RocketDocs) and ensure it includes updated and approved content.
- Develop and manage internal project timelines to ensure all deadlines are met.
- Retrieve and analyze data to complete quantitative components of RFPs, RFIs, and DDQs and ensure data provided is accurate and applicable.
- Keep abreast of any changes within the firm or product offerings and reflect in our responses appropriately.
- Develop and monitor KPIs to measure the capacity, effectiveness and efficiency (i.e., accuracy, on- time completion, win rate, cost per RFP, etc.) using implemented software.
- Provide ongoing input regarding process and technology improvements and drive scalable solutions.
- Expand writing expertise to other editorial projects such as commentaries, thought leadership and other corporate communications and initiatives.
The Candidate:
The successful candidate will possess the following:
- Strong knowledge of separately managed account and registered / private fund investment strategies / products.
- 7+ years of RFP-writing experience in the alternatives investment industry. Experience with institutional clients (public pensions, sovereign wealth funds, endowments, etc.) is preferred.
- Knowledge of infrastructure, real estate and real asset debt is beneficial.
- Excellent writing, editing, and proofreading skills (writing samples will be required).
- Excellent project and people management skills, including the ability to marshal resources, communicate and manage timelines and responsibilities.
- Ability to understand and analyze investment data including performance, attribution, portfolio characteristics and risk metrics.
- Excellent organizational skills and the ability to thrive in a deadline-oriented atmosphere while managing multiple projects simultaneously.
- Strong familiarity with Microsoft Suite of products, including Word, Excel, and PowerPoint.
- Ability to work in a fast-paced, changing environment.
- A high degree of integrity and the ability to recognize the requirements of confidentiality.
- Outstanding decision making and problem-solving skills.
- Entrepreneurial approach to task management. Ability to take control and manage tasks independently to closure.
- BA/BS degree in Finance, Economics, Accounting or a related field a plus
In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. S/He will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals across the organization.
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.
