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    Senior Analyst, Investment Operations - Toronto, Canada - Brookfield Asset Management

    Brookfield Asset Management
    Brookfield Asset Management Toronto, Canada

    4 days ago

    Default job background
    Full time
    Description

    Job Description

    The Senior Analyst, Investment Operations will be a key member of Brookfield Reinsurance's growing team and will report to our Manager, Investment Operations, and Reporting. The role will also have a high degree of interaction with the Vice-President, Investment Operations and other members of the investment team, working directly with them in support of the expansion of BNRE's investment portfolio. This role provides a highly motivated individual with a solid foundation and exposure to a progressive and dynamic career within Brookfield Reinsurance. The role will be based in Brookfield's Toronto offices at Brookfield Place.

    Responsibilities:

  • Conduct reconciliation of cash and positions, ensuring alignment between our records and administrators.
  • Support trade settlement and life-cycle management across various asset types.
  • Treasury functions including liquidity/cash management, wire/transfer payments, and callback process.
  • Liaise with external service providers to support end to end processes related to Loan Administration
  • Collaborate with investment accounting team on month-end close cycle.
  • Support in the implementation of complex transactions, product launches, closures and other initiatives
  • Support onboarding and KYC process with borrowers and trading counterparties.
  • Conduct legal documentation review, including credit agreements and other financial documentation.
  • Work and communicate directly with various teams including investment, legal, accounting.
  • Collaborate with technology services for integration and process enhancement, while actively participating in system implementation projects for ongoing process improvements
  • Liaise with external service providers to support end to end processes related to Loan Administration, Risk Analytics, Investment Accounting and Derivative management.
  • Respond to inquiries and requests from other departments or escalate to manager on a timely basis
  • Develop dashboards and regular reporting for senior management, portfolio managers, risk and legal functions including investment compliance, risk, performance and other ad-hoc needs.
  • Participate in system implementation and process improvement projects as required.
  • Monitor changes to existing portfolios and apply the changes to all back-office systems.
  • Design ad-hoc reports for special requests from clients or internal requests.
  • Various special duties and projects as assigned.
  • Make sure all the procedures are documented and maintained.

    • Qualifications & Requirements:

  • 4+ years of experience: CPA/CFA/CAIA designation is preferred.
  • Undergraduate degree in accounting, finance, economics, or other relevant fields is required.
  • Insurance sector experience and knowledge of insurance requirements is an asset.
  • Working knowledge of trade life-cycle processes within Investment Operations / Middle Office related to alternative asset classes, private investments and fixed income.
  • Proficient in various settlement and reconciliation processes.
  • Advanced knowledge of Microsoft Excel, and other office applications (i.e.: Power BI, VBA); experience with other technical software is advantageous.
  • Strong analytical and conceptual thinker who works well in a fast-paced, dynamic, complex and unstructured environment
  • Thorough and meticulous with extreme focus on details.
  • Self-motivated and proactive with the ability to operate independently.
  • Team-oriented with a commitment to shared success.
  • Superior communication (oral and written) and interpersonal skills.
  • Excellent interpersonal skills and ability to develop collaborative relationships at all levels.
  • Ability to prioritize multiple responsibilities to meet internal and external deadlines.
  • High degree of professional ethics and integrity.
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