Portfolio Management Intern (9-12 months)

About

Rothschild & Co is a leading global financial services group with over 200 years of history and seven generations of family control. With 4,600 specialists across more than 40 countries, the firm operates across four business divisions: Global Advisory, Wealth Management, Asset Management, and Five Arrows. The Portfolio Management team within the Wealth Management division is responsible for implementing investment strategies and managing discretionary client portfolios in line with clients' investment objectives, risk profiles, and the bank's investment views. The team collaborates closely with Client Advisers, Investment Specialists, and other stakeholders to deliver high-quality portfolio management solutions. Support the implementation of investment strategies across client portfolios. Assist in the monitoring of discretionary portfolios and investment guidelines. Support portfolio reviews, rebalancing activities, and portfolio management processes. Prepare standard investment proposals and client presentation materials. Assist in the preparation of portfolio reports and investment-related documentation. Support coordination and information sharing between Portfolio Management, the Investment Department, and other stakeholders. Conduct market and portfolio analyses to support investment activities. Assist with administrative and ad hoc tasks related to portfolio management. High school diploma with a banking apprenticeship or a university degree. Strong interest in financial markets, investments, and wealth management. Very good understanding of financial instruments and all asset classes. Proficiency in Microsoft Excel; VBA and Avaloq knowledge is an advantage. Fluent in English and German. Strong analytical skills and attention to detail. Excellent communication and organisational skills. Proactive and flexible mindset with a strong commitment to excellence and high-quality standards. Team player with a willingness to learn. A 9–12-month internship offering practical experience in portfolio management within an international private banking environment at Rothschild & Co in Zurich. The role provides exposure to investment strategies, asset allocation, and financial markets. Rothschild & Co offers a wide range of health and wellbeing services, above-average employer contributions to pension and social insurance, and a collaborative, inclusive workplace. Employees benefit from a purpose-driven culture, continuous learning through in-house training, and financial support for external education and professional certifications.

Similar internships