Internship: Sales Activation - 6 months (July – December 2027)
Originalsprache: Englisch
Das Wichtigste
Das bringst du mit
Final-year student or recent graduate (BA/MA) in Business, Finance, Economics or a related field with strong academic results. First relevant internship experience in financial services, asset management, investment banking, consulting, marketing or a related environment. Strong interest in investments and capital markets, with curiosity across both public and private markets. English is a must (written and verbal). German and/or French are an asset. Strong Outlook and Excel skills as well as PowerPoint skills; ability to turn information into clear and convincing client materials (data visualisation is a plus). Strong organisational skills, ability to multi-task with multiple internal stakeholders and work towards deadlines in a dynamic environment. Client-oriented mindset, high quality standards for deliveries and exceptional attention to detail. Proactive, reliable team player with strong interpersonal skills and an ownership mentality. Eligible to work in Switzerland for the full duration of the internship.
Deine Aufgaben
Support the sales team in monitoring and covering the dedicated inbox, handling and flagging tasks with the right stakeholders to deliver pertinent and time-sensitive answers to internal and external stakeholders. Prepare accurate and timely responses to ad-hoc client requests (including performance, product and market-related updates) in coordination with relevant specialists and teams. Support daily client flow management and trading activities by helping Relationship Managers identify trades in internal systems, ensuring client orders are correctly identified, followed up on, accepted and booked (including accurate reallocation where required). Support RFP / DDQ processes by managing different internal stakeholders, planning deliveries, and ensuring quality control. Support the tracking of monthly as well as quarterly client documentation in line with group tools and reporting requirements. Support client events and engagement activities (planning, logistics, materials, follow-up). Assist with reporting and documentation, helping to maintain accurate internal records and management reporting. Use Salesforce and other internal tools to support pipeline visibility, meeting preparation and accurate record-keeping. Work in collaboration with the marketing hub to support tasks leading up to internal and external webinars as well as to follow-up on dedicated actions after the webinars, including post-meeting mailings, dissemination of ad-hoc information and analysis of the participant base. Assist teams across the group with timely tracking of connected campaigns within Salesforce, manage contacts and lists and amend where necessary to reflect requests received by the sales team.
Das wird geboten
A professional and collaborative working environment in Zurich within a global asset manager. Hands-on experience across institutional and intermediary client segments, with exposure to both public and private markets. On-the-job learning, feedback and the opportunity to contribute meaningfully to live client work. Inclusive culture with a commitment to diversity and equal opportunities. Consideration of flexible working arrangements and reasonable accommodations for applicants and employees, including those with neurodiversity, disability, or physical and mental health needs.