Internship: Sales Activation - 6 months (January - June 2027)

Schroders; Zürich; Hybrid; CHF 17.000 - 26.000; Vollzeit

Benefits dieser Stelle

Zurich office access

Hands-on internship experience

Live client work exposure

Zusammenfassung

Schroders in Zurich offers an internship in the Client Group, supporting Relationship Managers and Sales Support Specialist while gaining exposure to investment client lifecycle across public and private markets.

You will assist with client requests, RFP processes, documentation tracking, events, and internal reporting, collaborating with marketing and sales teams. Fluency in English is essential; German/French are assets.

Qualifikationen

• Final-year student or recent graduate in Business, Finance, Economics or related field with strong academic results.
• English required; German and/or French are assets.
• Strong Outlook and Excel skills as well as PowerPoint; data visualization a plus.

Aufgaben

• Support the sales team with daily inbox monitoring and timely responses to stakeholders.
• Prepare accurate responses to ad‑hoc client requests in coordination with specialists.
• Assist with client flow management and trading activities in internal systems.
• Support RFP/DDQ processes by coordinating internal stakeholders and ensuring quality control.
• Track monthly and quarterly client documentation in line with group tools and reporting requirements.
• Assist with client events and engagement activities from planning to follow‑up.
• Support reporting and maintain internal records and management reporting.
• Use Salesforce and other internal tools to support pipeline visibility and meeting preparation.
• Collaborate with the marketing hub on webinars and post‑event follow‑ups.
• Help manage campaigns and contact lists in Salesforce as needed.

Kenntnisse

Outlook

Excel

PowerPoint

Data visualization

Ausbildung

BA/MA in Business, Finance, Economics or related

Tools

Salesforce

Jobbeschreibung

About us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

About the role

Schroders’ Client Group partners withinstitutional clients(e.g., pension funds, insurance companies, foundations) andintermediaries(e.g., private banks and other distribution partners) to build long-term relationships and support their investment needs across Schroders’ capabilities inpublic and private markets.

As an intern in our Zurich office, you will support Relationship Managers and their Sales Support Specialist as well as internal stakeholders across investment, client service, product and marketing teams. You will help deliver high-quality servicing and business development support and gain hands‑on exposure to the client lifecycle within a global asset manager.

What you will do

• Support the sales team in the daily monitoring and coverage of the dedicated inbox, handle and flag tasks accordingly with the right stakeholders in order to deliver pertinent and time‑sensitive answers to internal and external stakeholders
• Help prepare accurate and timely responses toad‑hoc client requests(including performance, product and market‑related updates) in coordination with relevant specialistsand teams across the firm

• Support dailyclient flow management and trading activitiesby 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)

• SupportRFP / DDQprocesses 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

• Supportclient eventsand engagement activities (planning, logistics, materials, follow‑up)

• Assist withreporting and documentation, helping to maintain accurate internal records and management reporting

• UseSalesforce and other internal toolsto support pipeline visibility, meeting preparation and accurate record‑keeping (as applicable)

• 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, actions include post‑meeting mailings, dissemination of ad‑hoc information and analysis of the participant base

• Actively 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

Who we’re looking for

• 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
• StrongOutlookand Excel skills as well as PowerPointskills; 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 Switzerlandfor the full duration of the internship

What we offer

• 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

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio‑economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.