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Mid-level CRM Associate role at Brookfield in London, supporting institutional and wealth clients across real estate, infrastructure, and energy.
Join a dynamic team focused on fundraising, client relations, and market research within a global asset management firm.
Location
London - One Canada Square, Level 25
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.
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
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
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.