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Rothschild & Co Bank AG
vor 22 Tagen

Internship – Swiss Institutional Clients(m/w/x)

Genf
VollzeitPraktikumVor Ort

Beschreibung

As an intern in the Swiss Institutional Clients team, you will engage in a variety of tasks, including preparing performance reports and investment presentations, as well as supporting client interactions and business development initiatives. This role involves gaining insights into investment strategies while ensuring high-quality standards in all materials.

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Anforderungen

  • •Master's degree in Finance, Business, Economics, Hospitality, or related field
  • •CFA/CAIA path is a plus, with strong preference for candidates already enrolled
  • •Strong interest in institutional asset management, investments, and capital markets
  • •Proven analytical rigor and ability to synthesize complex investment information clearly
  • •Excellent command of Excel and PowerPoint in a professional investment context
  • •Familiarity with CRM tools or financial platforms is a plus
  • •Highly detail-oriented, structured, and reliable
  • •Strong execution mindset, able to prioritize, meet deadlines, and work efficiently
  • •Proactive, intellectually curious, and comfortable taking ownership of tasks
  • •Fluent written and spoken French and English; Swiss German / German is a strong plus

Ausbildung

Master-Abschluss

Aufgaben

  • •Prepare portfolio analytics and performance reports
  • •Create investment presentations for institutional clients
  • •Contribute to business development initiatives
  • •Identify prospects and conduct institutional mapping
  • •Prepare pitchbooks and follow up on commercial opportunities
  • •Support client interactions and pre-meeting preparations
  • •Structure meeting agendas and summarize discussions
  • •Draft follow-up communications after meetings
  • •Maintain accurate CRM data for prospects and client interactions
  • •Track commercial pipelines effectively
  • •Execute KYC and onboarding processes for clients
  • •Ensure compliance with internal requirements
  • •Develop a strong understanding of investment offerings
  • •Translate investment strategies into clear materials
  • •Become proficient in internal tools and processes
  • •Produce high-quality client and investment materials
  • •Demonstrate reliability and attention to detail
  • •Take ownership of recurring tasks and suggest improvements
  • •Conduct prospect research to support business development

Tools & Technologien

ExcelPowerPointCRM tools

Sprachen

Französisch – verhandlungssicher

Englisch – verhandlungssicher

Deutsch – Grundkenntnisse

Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Rothschild & Co Bank AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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