CRM Associate
Core
Support the Client Relationship Manager covering Israel for institutional and wealth clients across private market asset classes including Real Estate, Infrastructure, Energy, Private Equity, and Credit.
Role type
Associate in Global Client Group (Fundraising & Client Relations)
Builds
Investor relationships, fundraising lifecycle, and client onboarding for Brookfield's private funds and Affiliate Managers
Domain
Alternative Asset Management (Real Estate, Infrastructure, Energy, Private Equity, Credit)
Deliverable
client delivery
Required skills
fundraising lifecycle management, client due diligence, market research, investor prospecting, CRM data management, financial analytical reporting, presentation delivery
Preferred skills
Salesforce proficiency, experience in property/infrastructure/PE/alternative funds
Technologies
Salesforce, Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Support fundraising lifecycle including marketing and onboarding; coordinate internal efforts for Israeli client coverage; act as key contact preparing materials and responding to investor requests; conduct market research and develop targeted investor lists; coordinate client meetings and due diligence sessions; maintain CRM systems and ensure accurate data; support roadshows and investor events; manage bespoke client projects and complex requests
Seniority
Mid-level IC (3-5 years experience)