Intern, Private Wealth

Brookfield; New York (NY); On-site; USD 28,000 - 40,000; Full time

Job summary

Brookfield is seeking motivated Summer Interns to join Brookfield Private Wealth for Summer 2027. The 10-week program offers exposure to Sales, Platform Operations, Fund Accounting, Finance & Accounting, and Legal & Regulatory functions in New York or Chicago.

You will work on meaningful projects and gain hands-on experience in the investment management industry. Interns will collaborate with teams across Brookfield, develop technical skills in Excel and reporting, and learn how private wealth

Qualifications

• Pursuing a bachelor’s degree in Finance, Accounting, Business, Economics, Legal Studies or related field.
• Strong interest in asset management, alternative investments and/or financial markets.
• Strong analytical, critical thinking and problem-solving skills.
• Excellent attention to detail and a strong commitment to accuracy.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office, particularly Excel.
• Ability to manage multiple priorities and respond effectively to changing needs.
• Strong organizational and interpersonal skills.
• Self-motivated with the ability to work independently and as part of a team.
• Strong work ethic, intellectual curiosity and willingness to learn.

Responsibilities

• Support US Sales team with client engagement, territory management, data analysis and reporting.
• Assist with CRM activities, collaborate with marketing and investment teams, and support distribution and business development initiatives.
• Support onboarding and ongoing operation of investment products and distribution relationships.
• Assist with investor trade reconciliations, activity reporting, new product and platform launches, coordination with third-party service providers.
• Support fund accounting and reporting activities across investment products, including financial statements, holdings and performance, budgeting and tax-related reporting.
• Support Finance team with accounts payable, expense reviews and other daily, weekly and monthly activities.
• Support compliance and regulatory initiatives across the business, including monitoring and testing activities and policy reviews.
• Collaborate with colleagues across Private Wealth on projects and initiatives.

Skills

Analytical skills

Critical thinking

Problem solving

Written communication

Verbal communication

Excel

Microsoft Office

Multitasking

Team collaboration

Education

Bachelor’s degree in Finance, Accounting, Business, Economics or related field

Tools

Excel

Microsoft Office

Job description

Location

Brookfield Place New York - 225 Liberty Street, 8th Floor

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

We are seeking motivated and detail-oriented Summer Interns to join Brookfield Private Wealth for Summer 2027. This opportunity offers exposure to multiple areas of our Private Wealth business and provides meaningful, hands-on experience within the investment management industry.

Brookfield Private Wealth brings Brookfield's alternative investment capabilities to private wealth investors in partnership with financial advisors and intermediaries. Interns will gain exposure to the teams and functions that support the development, distribution and ongoing operation of investment solutions for the private wealth market.

About the Roles

As a Summer Intern, you will work within one of our key business functions across Sales, Platform Operations, Fund Accounting, Finance & Accounting, or Legal & Regulatory.

Throughout the 10-week program, you will gain practical experience, contribute to meaningful projects and collaborate with colleagues across Brookfield. Interns will have the opportunity to develop an understanding of the Private Wealth business while gaining broader exposure to alternative asset management.

Responsibilities

Depending on team placement, responsibilities may include:

• Sales: Support the US Sales team with client and prospect engagement, territory management, data analysis and reporting. Assist with CRM activities, collaborate with marketing and investment teams, and support broader distribution and business development initiatives.
• Platform Operations: Support the onboarding and ongoing operation of investment products and distribution relationships. Assist with investor trade reconciliations, activity reporting, new product and platform launches, coordination with third-party service providers and other projects across the Private Wealth platform.
• Fund Accounting: Support fund accounting and reporting activities across investment products. Assist with financial and operational reporting, fund deliverables and special projects, with exposure to areas such as financial statements, holdings and performance, budgeting, expenses and tax-related reporting.
• Finance & Accounting: Support the Finance team with a range of recurring and project-based responsibilities. This may include assisting with accounts payable, employee expense reviews, financial processes and other daily, weekly and monthly activities.
• Legal & Regulatory: Support compliance and regulatory initiatives across the business, including monitoring and testing activities, policy and procedure reviews, regulatory research, marketing reviews and other projects that support the firm's regulatory obligations.
• Collaborate with colleagues across Private Wealth and the broader Brookfield organization on projects and initiatives throughout the summer.
• Participate in team meetings, training and development opportunities designed to build knowledge of Brookfield, alternative investments and the private wealth industry.

Qualifications

• Currently pursuing a bachelor’s degree in Finance, Accounting, Business, Economics, Legal Studies or a related field.
• Strong interest in asset management, alternative investments and/or financial markets.
• Strong analytical, critical thinking and problem-solving skills.
• Excellent attention to detail and a strong commitment to accuracy.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office, particularly Excel.
• Ability to manage multiple priorities and respond effectively to changing needs.
• Strong organizational and interpersonal skills.
• Self-motivated with the ability to work independently and as part of a team.
• Strong work ethic, intellectual curiosity and willingness to learn.

Details

• Program: Summer 2027 Internship
• Duration: 10 weeks, June to August 2027
• Hours: 8:30am to 5:00pm, Monday-Friday
• Location: New York, NY, or Chicago, IL (Fund Accounting)
• Compensation: $25 USD per hour

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.