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About the Role
This Summer Intern opportunity offers exposure to multiple areas of Brookfield Private Wealth and provides meaningful, hands-on experience within the investment management industry. Interns will gain exposure to the teams and functions that support the development, distribution, and ongoing operation of investment solutions for the private wealth market.
Responsibilities
- Support the US Sales team with client and prospect engagement, territory management, data analysis and reporting.
- Assist with CRM activities, collaborate with marketing and investment teams, and support broader distribution and business development initiatives.
- Support the onboarding and ongoing operation of investment products and distribution relationships.
- Assist with investor trade reconciliations, activity reporting, new product and platform launches, coordination with third-party service providers and other projects across the Private Wealth platform.
- Support fund accounting and reporting activities across investment products.
- Assist with financial and operational reporting, fund deliverables and special projects, with exposure to areas such as financial statements, holdings and performance, budgeting, expenses and tax-related reporting.
- Support the Finance team with a range of recurring and project-based responsibilities.
- Assist with accounts payable, employee expense reviews, financial processes and other daily, weekly and monthly activities.
- Support compliance and regulatory initiatives across the business, including monitoring and testing activities, policy and procedure reviews, regulatory research, marketing reviews and other projects that support the firm’s regulatory obligations.
- Collaborate with colleagues across Private Wealth and the broader Brookfield organization on projects and initiatives throughout the summer.
- Participate in team meetings, training and development opportunities designed to build knowledge of Brookfield, alternative investments and the private wealth industry.
Requirements
- Currently pursuing a bachelor’s degree in Finance, Accounting, Business, Economics, Legal Studies or a related field.
- Strong interest in asset management, alternative investments and/or financial markets.
- Strong analytical, critical thinking and problem-solving skills.
- Excellent attention to detail and a strong commitment to accuracy.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office, particularly Excel.
- Ability to manage multiple priorities and respond effectively to changing needs.
- Strong organizational and interpersonal skills.
- Self-motivated with the ability to work independently and as part of a team.
- Strong work ethic, intellectual curiosity and willingness to learn.
Skills
- Microsoft Office
- Excel
Location
- New York, NY
- Chicago, IL
Work Type
- Full-time
- Internship
Experience Level
- Intern
Education Level
- Bachelor's degree
Salary/Compensations
- $25 USD per hour
About the Company
- 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.
- Brookfield Private Wealth brings Brookfield’s alternative investment capabilities to private wealth investors in partnership with financial advisors and intermediaries.
Equal Opportunity
- Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.