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2050 Rothschild & Co Bank AG
29d ago

Internship Investment and Portfolio Advisory(m/w/x)

Genf
Full-timeInternshipOn-site

Description

In this internship, you will gain hands-on experience in portfolio management and client advisory support while collaborating with experienced professionals. Daily tasks will involve preparing portfolio reviews, creating client materials, and analyzing market trends.

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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

Education

Currently in higher education
OR
Bachelor's degree

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

Tools & Technologies

MS OfficeExcelVBA

Languages

English – Business Fluent

French – Business Fluent

German – Basic

Benefits

Healthcare & Fitness

  • •Healthcare services

Learning & Development

  • •In-house trainings

Additional Allowances

  • •Tuition assistance
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