Rothschild & Co
Business Development and Wealth Planning Internship(m/w/x)
Full-timeInternshipOn-site
Genf
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RORothschild & Co Bank AG
Internship – Swiss Institutional Clients(m/w/x)
Genf
Full-timeInternshipOn-site
Nejo AI Summary
Developing portfolio analytics, investment presentations, and pitchbooks for asset management clients at a global financial services group. Master's degree in Finance or related field and professional Excel/PowerPoint skills required. Direct involvement in client-facing projects and business development.
Requirements
- 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
Tasks
- 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
Education
- Master's degree
Languages
- French – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- Excel
- PowerPoint
- CRM tools
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Rothschild & Co Bank AG 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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RORothschild & Co Bank AG
Internship – Swiss Institutional Clients(m/w/x)
Genf
Full-timeInternshipOn-site
Nejo AI Summary
Developing portfolio analytics, investment presentations, and pitchbooks for asset management clients at a global financial services group. Master's degree in Finance or related field and professional Excel/PowerPoint skills required. Direct involvement in client-facing projects and business development.
Requirements
- 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
Tasks
- 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
Education
- Master's degree
Languages
- French – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- Excel
- PowerPoint
- CRM tools
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Rothschild & Co Bank AG 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
Rothschild & Co Bank AG
Industry
FinancialServices
Description
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
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