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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.
Requirements
- 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
Tasks
- 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
Education
- Currently in higher educationOR
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
Tools & Technologies
- MS Office
- Excel
- VBA
Benefits
Healthcare & Fitness
- Healthcare services
Learning & Development
- In-house trainings
Additional Allowances
- Tuition assistance
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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.
Requirements
- 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
Tasks
- 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
Education
- Currently in higher educationOR
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
Tools & Technologies
- MS Office
- Excel
- VBA
Benefits
Healthcare & Fitness
- Healthcare services
Learning & Development
- In-house trainings
Additional Allowances
- Tuition assistance
About the Company
2050 Rothschild & Co Bank AG
Industry
FinancialServices
Description
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing a distinct perspective to clients.
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