Intern, Private Wealth
Core
Support US Sales, Platform Operations, Fund Accounting, Finance & Accounting, or Legal & Regulatory teams within Brookfield Private Wealth.
Role type
Summer intern in private wealth operations
Builds
Investment solutions for private wealth investors
Domain
Private wealth / Alternative asset management
Deliverable
dashboards & analysis
Required skills
Data analysis, Financial reporting, Regulatory research, CRM management, Trade reconciliation, Microsoft Excel proficiency
Responsibilities
Support client and prospect engagement, assist with investor trade reconciliations, support fund accounting and reporting, assist with accounts payable and financial processes, support compliance and regulatory initiatives
Seniority
Intern