Intern, Brookfield Private Wealth
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