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Internship Investment and Portfolio Advisory(m/w/x)
Developing bespoke portfolio proposals and client pitch materials for wealth management clients. Strong MS Office skills, especially Excel and VBA, required. Tuition assistance provided.
Anforderungen
- University degree (Bachelor or Master)
- First exposure to investment or portfolio advisory topics
- Strong MS Office skills, especially Excel and VBA
- Interest in financial markets and investment solutions
- Fluency in English and French; German is an advantage
- Analytical and problem-solving mindset with sound judgment
- Team-oriented and collaborative
- Open-minded and adaptable to change
- Well-structured, organized, and detail-focused
- Accuracy and reliability in handling data and tasks
Aufgaben
- Prepare regular portfolio reviews
- Create bespoke portfolio proposals
- Assist with new client pitch materials
- Collaborate with research specialists
- Compile monthly market summaries
- Translate Advisory publications
- Update the investment universe regularly
- Review and enhance internal tools
- Automate tasks using Microsoft Office and VBA
Ausbildung
- Laufendes StudiumODER
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- MS Office
- Excel
- VBA
Benefits
Gesundheits- & Fitnessangebote
- Healthcare services
Weiterbildungsangebote
- In-house trainings
Sonstige Zulagen
- Tuition assistance
Noch nicht perfekt?
- Rothschild & Co Bank AGVollzeitPraktikumnur vor OrtGenf
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Internship Investment and Portfolio Advisory(m/w/x)
Developing bespoke portfolio proposals and client pitch materials for wealth management clients. Strong MS Office skills, especially Excel and VBA, required. Tuition assistance provided.
Anforderungen
- University degree (Bachelor or Master)
- First exposure to investment or portfolio advisory topics
- Strong MS Office skills, especially Excel and VBA
- Interest in financial markets and investment solutions
- Fluency in English and French; German is an advantage
- Analytical and problem-solving mindset with sound judgment
- Team-oriented and collaborative
- Open-minded and adaptable to change
- Well-structured, organized, and detail-focused
- Accuracy and reliability in handling data and tasks
Aufgaben
- Prepare regular portfolio reviews
- Create bespoke portfolio proposals
- Assist with new client pitch materials
- Collaborate with research specialists
- Compile monthly market summaries
- Translate Advisory publications
- Update the investment universe regularly
- Review and enhance internal tools
- Automate tasks using Microsoft Office and VBA
Ausbildung
- Laufendes StudiumODER
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- MS Office
- Excel
- VBA
Benefits
Gesundheits- & Fitnessangebote
- Healthcare services
Weiterbildungsangebote
- In-house trainings
Sonstige Zulagen
- Tuition assistance
Über das Unternehmen
2050 Rothschild & Co Bank AG
Branche
FinancialServices
Beschreibung
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing a distinct perspective to clients.
Noch nicht perfekt?
- Rothschild & Co Bank AG
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