Rothschild & Co seeks a Portfolio Management Intern for a 9–12 month onsite role in Zürich. The position supports the Wealth Management division with portfolio analysis, strategy implementation, and client reporting.
This internship provides hands-on experience within the Portfolio Management team of the Wealth Management division. The successful candidate will work in an international private banking setting, assisting the team in implementing investment strategies and managing discretionary client portfolios.
Responsibilities
- Help execute investment strategies for client accounts
- Monitor discretionary portfolios to ensure compliance with investment guidelines
- Participate in portfolio reviews, rebalancing tasks, and general management processes
- Draft standard investment proposals and materials for client presentations
- Prepare portfolio reports and other investment-related documentation
- Facilitate communication and information exchange between Portfolio Management, the Investment Department, and other stakeholders
- Perform market and portfolio analyses to aid investment decisions
- Handle administrative duties and ad hoc requests related to portfolio management
Requirements
- Hold a high school diploma with a banking apprenticeship or possess a university degree
- Demonstrate fluency in both English and German
- Show a strong grasp of financial instruments and various asset classes
- Exhibit strong analytical abilities and keen attention to detail
- Possess excellent communication and organizational capabilities
Nice to have
- Proficiency in Microsoft Excel and VBA
- Familiarity with the Avaloq platform
What the company offers
- Access to a broad range of health and wellbeing services
- Employer pension and social insurance contributions that exceed standard rates
- Opportunities for continuous learning via internal training programs
- Financial assistance for external education and professional certifications
About the company
Rothschild & Co is a leading global financial services group with over 200 years of history and seven generations of family control. As a family-controlled business built on relationships, the company fosters an inclusive and supportive environment where diverse perspectives are valued. The culture is purpose-driven, guided by principles of being thoughtful, creative, and principled.
- Family-controlled business built on relationships
- Inclusive and supportive environment valuing different perspectives
- Purpose-driven culture guided by thoughtful, creative, and principled values
How to apply
Documents to submit:
Quelle: öffentlich zugängliche Karriereseite des Arbeitgebers. Batchly ist nicht der Arbeitgeber und steht nicht notwendigerweise in einem Vertragsverhältnis mit dem Unternehmen.