Bank Julius Baer & Co. Ltd.
Summer Internship – Fund Specialist(m/w/x)
Full-timeInternshipOn-site
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Fund Specialist(m/w/x)
Zürich
Full-timeInternshipOn-site
Nejo AI Summary
Analysis of active funds and ETFs using Morningstar at a wealth management firm. Enrolled Bachelor (2nd year+) or Master student in finance/economics required. Work in fast-paced environment.
Requirements
- Bachelor student (2nd year onwards) or enrolled Master student in Economics, Finance, Business Administration, Communications, or related fields
- Initial practical experience in financial industry, content production, digital media, or project support (plus)
- Strong interest and solid basic knowledge in economics, financial markets, investment-related topics
- Solid PowerPoint skills
- Proactiveness, open-mindedness, and eagerness to contribute to fast-paced environment
- Passion for wealth management and desire to create value beyond wealth
- Global mindset, excellent interpersonal skills, and strong appetite for learning
- Fluency in English
- German language skills (plus)
- Registration in country of application with valid work permit
Tasks
- Participate in forward-looking projects.
- Collaborate with various stakeholders.
- Contribute to enhancing efficiency.
- Prepare fund analysis using Morningstar.
- Analyze active funds and ETFs.
- Create investment proposal templates in Morningstar.
- Prepare PowerPoint slides for Desk Meetings.
- Incorporate research and CIO views into presentations.
- Develop product storylines for presentations.
- Assist with processing daily inquiries from RMs.
- Handle simpler inquiries independently.
- Participate in fund promotion activities.
- Support mini-campaigns and Meet the Manager events.
- Publish Fund Switch Ideas.
Education
- Currently in higher education
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- PowerPoint
Benefits
Learning & Development
- Learning sessions
Career Advancement
- Networking opportunities
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Fund Specialist(m/w/x)
Zürich
Full-timeInternshipOn-site
Nejo AI Summary
Analysis of active funds and ETFs using Morningstar at a wealth management firm. Enrolled Bachelor (2nd year+) or Master student in finance/economics required. Work in fast-paced environment.
Requirements
- Bachelor student (2nd year onwards) or enrolled Master student in Economics, Finance, Business Administration, Communications, or related fields
- Initial practical experience in financial industry, content production, digital media, or project support (plus)
- Strong interest and solid basic knowledge in economics, financial markets, investment-related topics
- Solid PowerPoint skills
- Proactiveness, open-mindedness, and eagerness to contribute to fast-paced environment
- Passion for wealth management and desire to create value beyond wealth
- Global mindset, excellent interpersonal skills, and strong appetite for learning
- Fluency in English
- German language skills (plus)
- Registration in country of application with valid work permit
Tasks
- Participate in forward-looking projects.
- Collaborate with various stakeholders.
- Contribute to enhancing efficiency.
- Prepare fund analysis using Morningstar.
- Analyze active funds and ETFs.
- Create investment proposal templates in Morningstar.
- Prepare PowerPoint slides for Desk Meetings.
- Incorporate research and CIO views into presentations.
- Develop product storylines for presentations.
- Assist with processing daily inquiries from RMs.
- Handle simpler inquiries independently.
- Participate in fund promotion activities.
- Support mini-campaigns and Meet the Manager events.
- Publish Fund Switch Ideas.
Education
- Currently in higher education
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- PowerPoint
Benefits
Learning & Development
- Learning sessions
Career Advancement
- Networking opportunities
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
- Bank Julius Baer & Co. Ltd.
Summer Internship – Fund Specialist(m/w/x)
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