Private Wealth Fundraising Intern

About the role

Brookfield Private Wealth supports financial advisors worldwide with institutional-quality investment opportunities and differentiated insights. This 6-month internship (possible extension) sits within the CRM and client/distribution partner coverage function, supporting fundraising and distribution activities. It runs 2-3 days per week and gives hands-on exposure to CRM data management, fundraising and the private wealth industry.

Key responsibilities

• Maintain CRM data on clients, prospects and distribution partners, keeping records accurate and up to date
• Help track client and partner interactions, meetings, follow-ups and fundraising activity
• Prepare basic CRM reports and data summaries, and assist with research on prospective clients and market opportunities
• Support day-to-day fundraising and distribution tasks, including preparing presentations, product materials and meeting briefs
• Provide administrative support for meetings, roadshows and events, and track fundraising progress and client interest
• Organize and summarize data to support basic analysis of fundraising trends and client engagement
• Gather information for client engagements, support regular reporting on the fundraising pipeline, and help with ad hoc projects

Required profile

• Master's or final-year undergraduate student in Business, Finance, Economics, Accounting or a related discipline
• Genuine interest in asset management, private markets, private wealth or financial services distribution; no prior industry experience required
• Strong attention to detail, curiosity and willingness to ask questions
• Good written and verbal communication skills
• Organized, proactive and able to manage tasks and deadlines with guidance
• Professional and discreet with confidential client and business information

Required skills

• Working knowledge of Microsoft Excel and PowerPoint
• Exposure to CRM systems (e.g. Salesforce) or AI tools

What we offer

• Six months of hands-on experience in private wealth fundraising and relationship management with a global alternative asset manager
• Ongoing mentorship, feedback and exposure to experienced professionals across Brookfield
• Practical skills in CRM tools, market research and client-facing materials