Intern – Investments

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor

Business - Wealth Solutions

Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance

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

Brookfield Wealth Solutions Ltd. (“Brookfield Wealth Solutions” or “BWS”) operates a leading capital solutions platform providing insurance services to individuals and institutions. With over US$150 billion in assets under management (“AUM”), BWS primarily invests in and operates financial services businesses, including annuities, commercial property and casualty insurance, and life insurance. In addition, BWS evaluates opportunistic and strategic investments across the financial services industry and capital structure on behalf of Brookfield Asset Management.

The Opportunity

Brookfield Wealth Solutions is seeking a Summer Analyst to join the Mergers & Acquisitions (“M&A”) team. This internship is designed to provide students with exposure to the M&A function within our organization, along with broader learning and networking opportunities. The team focuses on delivering a wide range of capital solutions to insurance companies and other industry participants in the life and annuity, property and casualty, and retirement solutions sectors.

Job Description

As a Summer Analyst, you will gain hands-on experience from day one in a dynamic and fast-growing team. The role offers a meaningful and challenging summer experience, with mentorship from seasoned investment professionals. You will have numerous opportunities to demonstrate your skills, aptitude, and passion for investing.

Working alongside the broader BWS group, you will partner directly with the M&A team to:

• Conduct research to support the development of investment strategies and identify potential transaction opportunities
• Assist with transaction execution, business due diligence, and related logistics
• Assist with preparation of presentations, memos, and other analyses to support new and existing investments
• Develop financial models, including valuation, M&A, and credit modeling
• Participate in all aspects of investment transactions as directed by team members
• Collaborate with operating businesses on value-creation initiatives
• Prepare presentations and marketing materials for broader team and external stakeholders

Requirements

• Currently pursuing a degree in commerce, finance, economics, or accounting
• Prior exposure to investment banking, private equity, credit, or asset management
• Strong understanding (or growing expertise) in investment and valuation analysis, as well as financial modeling
• Proficiency in Microsoft Excel and PowerPoint
• Strong quantitative and analytical skills, with close attention to detail
• Excellent interpersonal, communication, and leadership skills
• Entrepreneurial mindset

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.