How to apply for Diligence Management - Global Client Group

About Brookfield Global Asset Management Limited

Brookfield Global Asset Management Limited invests globally in renewable power and infrastructure to support climate resilience and sustainability. The firm also manages real estate funds, and this role sits within that fundraising and client-facing side of the business. It is a large global asset manager, so you would work with institutional investors and internal investment teams across multiple regions.

About the role

This Associate role sits in the Diligence Management team within the Global Client Group. You would manage the due diligence process for Brookfield's real estate funds, working directly with prospective investors, client relationship managers, and subject matter experts. The work covers DDQs, RFPs, RFIs, quantitative datasets, IDD/ODD presentations, and coordinating investor calls, meetings, and asset tours.

A typical day

A typical day might involve drafting or updating a DDQ, RFP, or RFI response, pulling quantitative data for an investor request, and coordinating a call or meeting between a prospective investor and an investment team member. You would also track diligence activities for multiple clients and report progress internally and to CRMs. Exact routines depend on the team, so ask about typical weekly priorities and how work is divided across the Diligence Management team.

Who Brookfield Global Asset Management Limited is looking for

• 3-5 years in real estate fund marketing, due diligence, sales, client services, or another fundraising or client function.
• Strong understanding of the real estate asset class and investment strategies, with institutional private fund marketing experience preferred.
• Bachelor's degree in finance, economics, business management, marketing, communications, or a related discipline.
• Comfortable writing DDQs, RFPs, and RFIs, and managing quantitative datasets and investor diligence requests with investment and investor relations teams.

Tips for this application

• Name the specific deliverables in the job description (DDQs, RFPs, RFIs, quantitative datasets, IDD/ODD presentations) and give examples of each you have produced.
• Describe your experience with institutional private fund marketing, since the posting says this is highly desired.
• Show that you have worked directly with investors and CRMs to design diligence plans and track diligence activities, not just supported a team from the side.
• Reference real estate funds specifically. If your experience is in other asset classes, explain how you would transfer your diligence skills to real estate strategies.
• Mention any experience coordinating calls, meetings, asset tours, on-sites, or due diligence days between investors and investment teams or subject matter experts.

What to cover in your cover letter

Cover letter should focus on: 1) your 3-5 years of relevant experience in real estate fund marketing, due diligence, sales, or client services; 2) concrete examples of diligence deliverables you have written or managed, such as DDQs, RFPs, RFIs, or IDD/ODD presentations; 3) your familiarity with real estate investment strategies and institutional private fund marketing; 4) your ability to work with investors, CRMs, and internal teams like tax, legal, and operations to move diligence forward.

Research before applying

• Brookfield's real estate fund lineup and the strategies those funds use, since the role supports real estate funds specifically.
• Brookfield Global Asset Management's renewable power and infrastructure investments, to understand the firm's broader positioning.
• The Global Client Group structure and how diligence management fits with investor relations and client relationship managers.
• Recent Brookfield real estate fundraising activity or fund closes, to speak to current priorities in an interview.

Likely interview topics

Based on the job description, expect questions about:

• How you would manage a diligence plan for a prospective investor in a Brookfield real estate fund, from first request to close.
• Your experience writing DDQs, RFPs, and RFIs and how you ensure accuracy when working with investment professionals and subject matter experts.
• How you handle competing diligence requests from multiple investors and CRMs at the same time.
• Your understanding of real estate investment strategies and how you would explain them to an institutional investor.
• How you would coordinate calls, meetings, asset tours, on-sites, or due diligence days between investors and Brookfield investment teams.

Common mistakes to avoid

• Applying without showing any real estate fund or institutional private fund marketing experience when the posting says it is highly desired.
• Describing diligence work in vague terms instead of naming specific deliverables like DDQs, RFPs, RFIs, or IDD/ODD presentations.
• Ignoring the client-facing part of the role and focusing only on writing or analysis, when the job requires working directly with investors and CRMs.