7 дней назад
Working Student - Client Portfolio Manager Team (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Working Student - Client Portfolio Manager Team (Finance): Supporting Fixed Income client portfolio management through investment and client data analysis, reporting, client materials, and business development with an accent on reporting automation, stakeholder coordination, and client communications. Focus on transforming complex fund data into actionable insights, improving presentation workflows, and analyzing client engagement in Salesforce.
Location: Zürich, Genferstrasse 27, Switzerland; onsite
Company
is a publicly listed, majority family-owned global investment firm headquartered in Zurich, with more than 2,300 professionals across 27 locations.
What you will do
- Support Fixed Income client portfolio management through reporting, investment and client data analysis, and preparation of client-facing materials.
- Enhance and automate reporting and presentation processes to improve efficiency and deliverable quality.
- Transform and analyze investment, fund, and client data into clear insights.
- Coordinate recurring initiatives, including the monthly Harvest Product call and stakeholder engagement.
- Support client servicing and business development, including information requests, fund materials, and RFP submissions.
- Analyze client engagement in Salesforce and prepare materials for management and client discussions.
Requirements
- Current university or FH student in economics or a finance-related discipline.
- Experience in data management and/or controlling, with an interest in asset management.
- Strong problem-solving, communication, organizational, and multitasking skills.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Graphic skills for improving product presentations and familiarity with AI tools and techniques for efficiency improvements.
- Fluent English and German required.
Nice to have
- Experience with Bloomberg.
- Programming or scripting skills in VBA or Matlab.
- Italian, Spanish, and/or French language skills.
Culture & Benefits
- 60%-100% working arrangement in a fast-growing Fixed Income business.
- Zurich location with collaboration spaces and free lunch.
- Friendly, diverse team in an open-office environment.
- Access to modern technology and an agile, collaborative working environment.
- Flat hierarchy and collaboration across global teams and business levels.
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