Brookfield

Associate / Senior Associate, ABF Investments

New York, New York, United StatesFull timeSeniorPosted 6 days ago
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LocationBrookfield Place New York - 225 Liberty Street, 8th FloorBusiness - Wealth SolutionsBrookfield 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 insuranceBrookfield CultureBrookfield 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 DescriptionStructuring & Rating Agency SupportSupport senior team members in structuring private investments for an insurance balance sheet to be efficiently capitalized, including preparing analyses that inform structural decisionsParticipate in rating agency calls and help track methodology changes that could affect existing or prospective structuresAssist in exploring novel or bespoke structures for new and existing asset classes, bringing creative thinking to structuring problems alongside senior deal leadsWork with legal counsel to draft, review, and mark up transaction documentation (indentures, servicing agreements, purchase agreements), ensuring legal documentation and trustee reporting accurately reflect agreed-upon deal termsCoordinate with internal tax, legal, and accounting teams to incorporate their feedback into investment structuresModeling & AnalyticsBuild and maintain detailed cash flow and waterfall models for private asset-based transactions across various asset classesCollaborate with the asset management and analytics teams to keep cash flow models current on an ongoing basis for live and closed transactionsAnalyze rating agency methodologies and regulatory capital treatment (e.g., NAIC/RBC considerations) and translate their implications into structuring and asset selection decisionsDeal Screening & ExecutionWork closely with BAM to screen potential investment opportunities, assessing initial fit against BWS’ investment strategy, asset class priorities, and risk appetiteSupport due diligence on opportunities selected for further review, including collateral-level data analysis, historical performance review, and servicer/originator assessmentsPrepare investment committee memos and screening materialsWork alongside the asset management and risk teams to monitor existing portfolio investments, tracking performance against underwriting assumptions and flagging emerging risksConduct market and sector research to inform investment decisions and identify structuring trends relevant to the team's target asset classesCandidate ProfileBachelor’s degr...