Private Wealth Summer Intern: NYC/Chicago, 10 Weeks

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

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