Private Wealth CRM Intern: Fundraising & Analysis

Brookfield; Hong Kong; On-site; HKD 89,000 - 134,000; Full time

Job summary

Brookfield Private Wealth is seeking a Student Analyst in Hong Kong to support CRMs across private wealth fundraising activities. You will work under senior team members to gain hands-on experience in CRM data management, fundraising support, and distribution initiatives within a fast-paced environment.

This 6-month internship offers exposure to presentations, client materials, roadshows and market research, with a 4–5 day work week and flexible start dates (January or June 2027).

Qualifications

• Graduate student or final-year undergrad in Business, Finance, Economics or Accounting.
• Interest in asset management and private markets encouraged.
• Strong communication, organization and curiosity.

Responsibilities

• Audit and maintain CRM data for clients, prospects and partners under guidance.
• Track interactions, meetings and fundraising activity as directed by seniors.
• Prepare basic CRM reports and data summaries for pipeline tracking.
• Support research on prospective clients, partners and market opportunities.
• Prepare client and partner presentations and meeting briefs using templates.

Skills

Attention to detail

Strong verbal & written communication

Organized

Proactive & collaborative

Curiosity & willingness to learn

Education

Master's or final-year undergrad in Business/Finance/Economics/Accounting

Tools

Microsoft Excel

PowerPoint

Salesforce

AI tools

Job description

Brookfield Private Wealth is seeking a Student Analyst in Hong Kong to support CRMs across private wealth fundraising activities. You will work under senior team members to gain hands-on experience in CRM data management, fundraising support, and distribution initiatives within a fast-paced environment.

This 6-month internship offers exposure to presentations, client materials, roadshows and market research, with a 4–5 day work week and flexible start dates (January or June 2027).