New Job?Nejo!

The AI Job Search Engine

RO
Rothschild & Co Bank AG
22d ago

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

Genf
Full-timeInternshipOn-site

Description

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.

Let AI find the perfect jobs for you!

Upload your CV and Nejo AI will find matching job offers for you.

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

Education

Master's degree

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

Tools & Technologies

ExcelPowerPointCRM tools

Languages

French – Business Fluent

English – Business Fluent

German – Basic

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.
Not a perfect match?
100+ Similar Jobs in Genf
  • Rothschild & Co

    Business Development and Wealth Planning Internship(m/w/x)

    Full-timeInternshipOn-site
    Genf
  • 2050 Rothschild & Co Bank AG

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

    Full-timeInternshipOn-site
    Genf
  • Banque Lombard Odier & Cie SA

    Internship - Enhancing Financial Knowledge Access with Generative AI(m/w/x)

    Full-timeInternshipOn-site
    Genf
  • Lombard Odier

    Internship - Reconciliation Framework for Portfolio Analytics Migration(m/w/x)

    Full-timeInternshipOn-site
    Genf
  • Lombard Odier

    Internship - AI-Enhanced Financial Insights with FactSet Integration(m/w/x)

    Full-timeInternshipOn-site
    Genf
100+ View all similar jobs
Apply now