CareerPlan

Intern, Brookfield Private Wealth

Sydney, New South Wales, AUInternship2026-11-09 → 2026-11-10

Core

Support CRM data management, fundraising activities, and distribution initiatives for private wealth clients and partners.

Role type

Intern, Private Wealth Fundraising & CRM Support

Builds

Client and distribution partner presentations, meeting briefs, and fundraising reports

Domain

Private Wealth / Alternative Asset Management

Deliverable

product features

Required skills

CRM data management, market research, presentation preparation, data analysis, Microsoft Excel, PowerPoint

Preferred skills

Salesforce, AI tools

Responsibilities

Maintain CRM data for clients and partners, track fundraising activity and client interactions, prepare client presentations and meeting materials, support roadshows and events, conduct market and competitor research

Seniority

Intern