Associate / Senior Associate, ABF Investments
Brookfield 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 insurance.
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
Structuring & Rating Agency Support
- Support senior team members in structuring private investments for an insurance balance sheet to be efficiently capitalized, including preparing analyses that inform structural decisions
- Participate in rating agency calls and help track methodology changes that could affect existing or prospective structures
- Assist in exploring novel or bespoke structures for new and existing asset classes, bringing creative thinking to structuring problems alongside senior deal leads
- Work 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 terms
- Coordinate with internal tax, legal, and accounting teams to incorporate their feedback into investment structures
Modeling & Analytics
- Build and maintain detailed cash flow and waterfall models for private asset-based transactions across various asset classes
- Collaborate with the asset management and analytics teams to keep cash flow models current on an ongoing basis for live and closed transactions
- Analyze rating agency methodologies and regulatory capital treatment (e.g., NAIC/RBC considerations) and translate their implications into structuring and asset selection decisions
Deal Screening & Execution
- Work closely with BAM to screen potential investment opportunities, assessing initial fit against BWS’ investment strategy, asset class priorities, and risk appetite
- Support due diligence on opportunities selected for further review, including collateral-level data analysis, historical performance review, and servicer/originator assessments
- Prepare investment committee memos and screening materials
- Work alongside the asset management and risk teams to monitor existing portfolio investments, tracking performance against underwriting assumptions and flagging emerging risks
- Conduct market and sector research to inform investment decisions and identify structuring trends relevant to the team's target asset classes
Candidate Profile
- Bachelor’s degree with an excellent academic record
- Minimum 2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financings; experience in multiple asset classes a plus
- Exposure to rating agency processes and securitization methodologies; direct rating agency interaction a plus
- Knowledge or familiarity with insurance investment management a plus
- Demonstrated proficiencies in MS Excel, PowerPoint, VBA, and Intex;
- Proactive self-starter with high attention to detail, intellectual curiosity, and motivation
- Ability to work concurrently across multiple live transactions and asset classes
- Excellent organizational and communication (verbal and written) skills
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.