Teams at Brookfield Asset Management Inc.

Lead end-to-end investor servicing for Brookfield Private Wealth's perpetual product suite, managing advisor and client escalations, developing scalable servicing protocols, partnering cross-functionally, overseeing third-party providers, improving operations and investor communications, and mentoring junior team members to support global growth.

Prepare consolidated financial statements and public documents; produce analyses and reports for senior management and the Board; support audits, SOX compliance, forecasting, and investor queries; collaborate with global business units and improve reporting processes. May mentor co-op students and assist with due diligence and special projects.

Execute audit and advisory engagements for asset management, focusing on AML, confidential information handling, marketing compliance, private funds operations, and SEC-registered adviser processes. Plan audits, perform walkthroughs and control testing, draft findings and recommendations, validate remediation, maintain issue tracking, and liaise with stakeholders to uphold IIA standards and departmental quality.