Client Portfolio Analytics & Engagement Specialist

Vontobel; Zürich; Vor Ort; CHF 20.000 - 31.000; Vollzeit

Benefits dieser Stelle

Free lunch

Zurich location

Zusammenfassung

Vontobel is seeking a student in economics or finance to join the Fixed Income Boutique in Zurich. You will analyze investment and client data, support reporting and marketing initiatives, and help deliver high-quality client communications while coordinating with global stakeholders.

The role offers hands-on experience at the intersection of investments, client engagement and business development. You will work with Client Portfolio Managers on day-to-day initiatives, including Salesforce-based

Qualifikationen

• Student in economics or finance-related discipline.
• Experience in data management or controlling role; interest in asset management.
• Entrepreneurial mindset with problem-solving skills.
• Structured, able to manage multiple tasks and communicate with stakeholders.
• Proficient in MS Office; Bloomberg and programming/scripting languages are a plus.
• Graphic skills to improve product presentations.
• Familiar with AI tools and techniques to improve efficiency.
• Fluent in English and German; Italian/Spanish/French is a plus.

Aufgaben

• Analyze investment and client data and assist reporting.
• Support reporting and marketing initiatives; contribute to automation.
• Prepare client-facing materials and assist with RFP submissions.
• Coordinate and execute recurring team initiatives, e.g., Harvest Product call.
• Collaborate with global teams to enhance presentation content and reporting materials.
• Assist with client servicing and business development activities.

Kenntnisse

Data analysis

Client engagement

Presentation skills

MS Excel

MS PowerPoint

English language

German language

VBA or Matlab (basic)

Ausbildung

University FH student in economics/finance

Tools

Salesforce

Bloomberg

Python

Jobbeschreibung

Vontobel is seeking a student in economics or finance to join the Fixed Income Boutique in Zurich. You will analyze investment and client data, support reporting and marketing initiatives, and help deliver high-quality client communications while coordinating with global stakeholders.

The role offers hands-on experience at the intersection of investments, client engagement and business development. You will work with Client Portfolio Managers on day-to-day initiatives, including Salesforce-based