Intern, Fund Administration, Brookfield Oaktree Wealth Solutions at Brookfield

Location

Chicago - 110 North Wacker Drive, Suite 2700

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
 

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

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

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
 

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

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:
The firm is seeking a Fund Administration Intern to join the Fund Administration team in its Chicago office.  This person will be an integral part of the team and will be responsible for servicing a broad global institutional client base that is invested across all public securities strategies. The person will work closely with the entire Fund Administration team on various operational and accounting initiatives. The team regularly interacts with investment, legal and regulatory, and operations professionals as well as senior management. This person will also engage with third party service providers in order to help with the production and review of all fund deliverables, including fund financial statements, holdings and performance, budgeting & expenses, as well as tax reporting and compliance.

Responsibilities:

• 10-week paid internship, June to August 2025

• Work with the Senior Associate, Vice Presidents and Associates on the Fund Administration team

• Review the functions and processes to ensure efficiencies and highlight opportunities for improvement

• Work on special projects for the Fund Administration team

• Assist with reporting for the Fund Administration team

• Other tasks may be assigned

Qualifications & Requirements:

• Pursuing a Bachelor’s degree in Accounting, Finance or related field

• Proficient with MS Office Suite (Word, Excel and PowerPoint)

• Comfortable working in a professional environment

• Demonstrates discretion, integrity and a clear understanding of confidentiality  

• Strong team player with ability to independently manage a full workload, multi-task effectively, and respond to shifting priorities

• Strong attention to detail skills

• Strong communication and interpersonal skills with demonstrated ability to deal effectively at all levels within the organization (including senior executives) and outside contacts.

• Self-starter with a strong work ethic and positive attitude

• Ability to work with team members disbursed between Chicago and New York

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. Apply Now