CRM Associate

Location

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

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.