Student Analyst, Brookfield Private Wealth
Core
Support CRM data management, fundraising activities, and distribution initiatives for private wealth clients and partners.
Role type
Student Analyst (Private Wealth Fundraising & CRM)
Builds
CRM data records, client/partner presentations, fundraising reports, and market research summaries.
Domain
Private Wealth / Alternative Asset Management
Deliverable
product features | dashboards & analysis | client delivery
Required skills
CRM data management, market research, presentation preparation, data summarization, task coordination
Preferred skills
Microsoft Excel, PowerPoint, CRM systems (Salesforce), AI tools
Technologies
Salesforce, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Maintain CRM data for clients and distribution partners; track client interactions and fundraising activities; prepare client presentations and meeting briefs; support roadshows and events logistics; conduct basic market and competitor research; generate reporting on fundraising pipelines.
Seniority
Student (Internship)