The posting
Location
Sydney - 10 Carrington Street, Level 19
Business - Private Wealth
Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.
Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.
Brookfield Culture
Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
Job Description
The Intern will support the BPW CRMs across various private wealth fundraising activities and initiatives, working closely with and under the guidance of team members. This is a great opportunity to build foundational exposure to CRM data management, fundraising and distribution support, and the broader private wealth and private markets industry, while developing practical business and communication skills in a fast-paced environment.
Duration: 6 months, with the possibility of extension.
Work schedule: 2-3 days/week.
CRM & Client / Distribution Partner Coverage
- Assist with maintaining CRM data relating to private wealth clients, prospects and distribution partners, helping to keep information and activity records accurate and up to date, under the guidance of the team.
- Help track client and partner interactions, meetings, follow-ups and fundraising activity as directed by senior team members.
- Support the preparation of basic CRM reports and data summaries to help the team with coverage prioritization and pipeline tracking.
- Assist with research on prospective clients, distribution partners and private wealth market opportunities, under supervision.
Fundraising & Distribution Support
- Support the team with day-to-day tasks related to fundraising and distribution initiatives across the private wealth channel.
- Help prepare and update client and distribution partner presentations, product materials, meeting briefs and other collateral, following templates and guidance provided by the team.
- Provide administrative and logistical support for client and partner meetings, roadshows and events.
- Track fundraising progress, client interest and follow-up actions under the direction of senior team members.
- Assist with organizing and summarizing data to support basic analysis of fundraising trends and client engagement.
Sales Enablement & Team Support
- Coordinate with internal teams, under guidance, to gather information needed for client and distribution partner engagements.
- Support the preparation of regular reporting on fundraising pipeline, activities and key priorities.
- Assist with basic market and competitor research relevant to the private wealth business.
- Provide support on ad hoc projects across the CRM / fundraising team, gaining exposure to different aspects of the business.
What You'll Gain
- Six months hands-on experience in private wealth fundraising, relationship management and the private markets industry with a global alternative asset manager.
- Exposure to experienced professionals across Brookfield, with ongoing mentorship, feedback and opportunities to learn about private wealth in private markets.
- Practical skills in CRM tools, market research and client-facing materials that can provide a strong foundation for a career in asset management.
- A foundational understanding of how a global alternative asset manager approaches private wealth distribution.
- Meaningful exposure to the team’s day-to-day work, with the opportunity to learn by contributing to real client, fundraising and market activities.
KEY COMPETENCIES REQUIRED
- Master's or final-year undergraduate student pursuing a degree in Business, Finance, Economics, Accounting or a related discipline.
- Genuine interest in asset management, private markets, private wealth and/or financial services distribution; no prior industry experience required.
- Strong attention to detail, natural curiosity, and a willingness to ask questions and learn.
- Working knowledge of Microsoft Excel and PowerPoint; exposure to CRM systems (e.g., Salesforce) or AI tools.
- Good written and verbal communication skills.
- Organized and able to manage tasks and deadlines with support and guidance from the team.
- Proactive, collaborative and eager to learn in a fast-paced environment.
- Professional and discreet when handling confidential client and business information.
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.
