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Brookfield

CRM Associate

London
Posted about 2 months ago
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Location

London - One Canada Square, Level 25

Business - Global Client Group

Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers.

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

Purpose of the role

The Associate will support the Client Relationship Manager covering Israel (institutional and wealth clients), working across Brookfield’s private market asset classes, including Real Estate, Infrastructure, Energy, Private Equity, and Credit.

Responsibilities

Support the full fundraising lifecycle, including marketing activities, client due diligence, and onboarding processes Coordinate internal efforts to support CRM initiatives and ensure effective coverage of Israeli institutional and wealth clients Act as a key contact for clients, preparing materials, responding to investor requests, and supporting ongoing relationship management Conduct market research, monitor industry trends, and develop targeted investor and prospect lists Coordinate and attend client meetings, due diligence sessions, and internal investment updates; prepare briefing materials and manage follow-ups Communicate effectively with internal stakeholders across different teams Proactively manage and deliver clients requests on time, including due diligence requests, marketing materials, and documentation Develop a deep understanding of Brookfield’s platform and ecosystem and share ideas, solutions Take ownership of bespoke client projects and complex request Support the planning and execution of roadshows, conferences, and investor events Maintain and enhance CRM systems (Salesforce), ensuring accurate data and reporting Collaborate with internal teams to deliver a seamless onboarding process and high-quality client experience

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

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Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

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Qualifications

3-5 years’ experience working in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge Proficient in English and Hebrew Strong investment and financial analytical and reporting capabilities Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus Team player with positive attitude and pro-active approach to work Able to develop a strong internal/external relationships Proactively seeks opportunities to get involved in challenging projects Ability to multi-task and work in a very fast-paced and team-oriented environment Excellent interpersonal, analytical, and creative problem-solving ability Strong written and verbal communication skills including preparation and delivery of presentations Self-motivated with a high level of attention to detail Open to frequently travel to Israel

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Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

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Skills

Client Relationship Management
Market Research
Financial Analysis
Salesforce
Microsoft Office
Interpersonal Skills
Problem Solving
Communication
Team Collaboration
Attention to Detail
Project Management
Investor Relations
Due Diligence
Event Planning
Data Reporting
Analytical Skills

Location

London, England, United Kingdom

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