VP, Investments - Brookfield Special Investments

About this role

Location

Brookfield Place New York - 225 Liberty Street, 8th Floor

Business - Private Equity

The Brookfield Private Equity Group manages $160 billion of AUM and has a 25-year track record of consistently generating strong investment performance. Within the Private Equity Group, Brookfield established Brookfield Special Investments (“BSI”) as a non-control strategy to provide scaled, flexible and strategic capital to high quality companies and assets. BSI’s all-cycle strategy targets investments globally across the capital structure and across sector/asset classes identified as thematic through the Brookfield ecosystem. BSI’s capability to be an active investor and strategic partner to companies post-investment is a key differentiator relative to other capital solution businesses. BSI represents a continuation of Brookfield’s history as a value-added investor leveraging its owner-operator heritage, deep expertise in real assets (and adjacent sectors), and reputation for completing large-scale complex transactions.Brookfield’s private equity business focuses on driving operational transformation in businesses providing essential products and services. Leveraging our deep experience built over 25 years as a long-term owner and operator of world-class assets and businesses, the team is focused on acquiring high-quality businesses with barriers to entry and enhancing their cash flow capabilities by improving strategy and execution drawing on the insights and data from the wider Brookfield ecosystem.

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

Job Summary The Vice President plays a central leadership role within the Brookfield Special Investments (“BSI”) team. The Vice President is responsible for driving deal execution, investment thesis development, diligence management, and portfolio value creation. Working closely with the fund’s senior leadership, the successful candidate will be responsible for driving underwriting quality, operational improvement, and long-term value creation. In addition, the Vice President will assist in developing business networks to find new investment targets. The Vice President is a seasoned investment professional with strong judgment and a demonstrated ability to lead complex private transactions from origination through execution. A track record in executing hybrid capital solution transactions is a plus for this role.

Key Responsibilities Deal Execution • Manage full diligence workstreams and lead all aspects of deal execution (commercial, financial, operational, technology, HR, insurance, regulatory, legal, etc.). • Lead the financial due diligence process, including overseeing modeling, valuation, and analysis prepared by junior colleagues. • Develop and evaluate creative, bespoke transaction structures that address BSI’s investment objectives and counterparties’ needs, while optimizing risk-adjusted returns. • Develop and execute the value creation plan during diligence, working with operational teams to identify opportunities and assess risks to achieving targeted results. • Partner with legal, tax, and other internal teams to execute transactions, ensuring deal structuring and documentation are aligned with the business case. • Prepare and present investment cases, presentation materials, bid letters, and other transaction-related documentation.

Business Development • Develop and refine sector theses across the BSI strategy. • Maintain and expand relationships with bankers, advisors, founders, and executives. • Evaluate new deal opportunities, lead early-stage screening, and present to investment committee. • Monitor market trends, regulatory developments, and competitive landscapes that impact underwriting.

Portfolio Management • Work with management teams on strategic business initiatives at portfolio companies. • Monitor ongoing financial and operational performance of investments. • Support quarterly valuations and internal reporting.

Team Leadership • Manage and mentor Senior Associates, Associates and Analysts on sourcing, diligence, modeling, and presentation development. • Establish the quality bar for analysis, models, and deliverables. • Foster a collaborative, performance-oriented culture aligned with the firm’s values.

Desired Experience • 6-8+ years of relevant professional experience, including at least 5 years of direct investing experience. • Undergraduate degree with a strong academic record is required; an MBA, CFA designation or other relevant advanced qualification is considered an asset. • Prior experience at a non-control, capital-solutions, large-scale buyout, or upper-middle-market buyout fund. • A proven track record of leading junior investment professionals throughout the end-to-end execution of a transaction. • Superior financial modeling and due diligence capabilities. • Strong negotiation and relationship management skills with internal and external stakeholders. • Organized and detail-oriented; ability to work in situations with changing priorities and multiple simultaneous workstreams. • Excellent verbal and written communication; experience presenting analysis to senior leaders and ability to lead and drive initiatives. • High degree of integrity, judgment, and analytical rigor. • Bias for action, ownership mentality, and resilience under pressure. • Collaborative, low-ego and team-oriented approach, with a demonstrated willingness to contribute across all aspects of the investment process.

Compensation

Base Salary: $375,000 - $425,000

Our compensation structure includes a base salary, a short-term incentive program (cash bonus), and a long-term incentive program. Cash compensation

Similar jobs

• Vice President, Investments — Americanoperator · Austin, TX
• VP, Product Management - Alternative Investments — SS&C Technologies · Waltham, MA | New York, NY
• VP, Equity Asset Management — Berkshiregroupllc · San Francisco Office
• VP, Strategic Finance & Capital Markets — Hadrian Automation · Los Angeles, CA
• VP, Asset Management and Portfolio Operations — Fidelity Investments · Boston, MA
• Vice President, Equity Investments — Berkshiregroupllc · Boston Headquarters
• VP, Portfolio Manager — Axos · Remote
• VP, Assistant Portfolio Manager (Project Finance) — Rabobank · New York, NY