Private Markets Investor Relations Intern

Montana Capital Partners AG; Baar; Vor Ort; CHF 20.000 - 27.000; Teilzeit

Zusammenfassung

Montana Capital Partners AG in Switzerland is seeking a Private Markets Investor Relations Intern to join our IR & Marketing team and gain hands-on exposure to fundraising and investor engagement. You will support daily activities, prepare investor communications, and help maintain CRM records and materials.

Ideal candidates are detail-oriented with coursework or experience in finance, private markets, and strong PowerPoint/Excel skills, plus fluency in English.

Qualifikationen

• Pursuing or recently completed degree in finance, business, or related field.
• Strong academic performance with interest in private markets.
• Solid PowerPoint skills for client materials and presentations.
• Excel skills for data handling and basic analysis.

Aufgaben

• Develop investor-facing materials (pitchbooks, teases, fact sheets) with branding consistency.
• Support DDQ and RfP responses from the library and update content repository.
• Assist with regular investor communications and events planning.
• Prepare briefing packs and maintain CRM records and pipelines.
• Conduct market research on LPs and trends; produce concise briefing notes.

Kenntnisse

PowerPoint

Excel

English communication

Private markets internship experience

Organization & multitasking

Ausbildung

Bachelor's degree in Finance or related field

Master's degree in Finance or related field

Tools

CRM systems

MS365

Data rooms

Jobbeschreibung

Your tasks

As a Private Markets Investor Relations Intern, you will join our Investor Relations & Marketing team and gain first-hand exposure to how a leading private markets platform engages with its institutional investors. Working closely with the IR team, you will support the day-to-day activities that keep our investors well-informed and our fundraising processes running smoothly – from preparing investor communications and marketing materials to supporting due diligence materials and responding to request for proposals. The internship is well suited for a detail-oriented, curious, and motivated student or early career candidate with a genuine interest in private markets. You will have the opportunity to develop a strong foundation in the private markets industry and contribute meaningfully to fundraising and investor engagement initiatives.

• Marketing contentdevelopmentand maintenance: Take an active role in developing, updating, and refreshing investor-facing marketing materials,including pitchbooks, fund presentations, teasers, one-pagers, and fact sheets–with attention to structure, storytelling, and brand consistency
• DDQ andRfPsupport: Support the preparation, drafting, and coordination of DDQs and RfPs from prospective and existing investors, sourcing responses from the firm’s answer library and helping maintain the DDQ/RfP content repository
• Investor communication and events: Assist with the preparation of regular investor communications (letters, update calls) and support the team around the annual investor conference and other investor events
• Meeting preparation and CRM support: Prepare briefing packs and background research ahead of investor meetings, and help maintain investor and prospect records in the CRM system, including pipeline overviews and standardized reports
• Research and market intelligence: Conduct desktop research on LPs, competitors, and secondaries market trends, and summarize findings into short briefing notes for the team

Your Profile

Education
Currently pursuing or recently completed a bachelor’s or master’s degree in finance, Business Administration, Economics, Marketing & Communication, or a related field, with strong academic performance
Experience

• Prior internship experience in private markets, asset management, consulting, or a related financial services environment
• Ability to organize and progress multiple tasks in parallel, keeping trackers and deliverables up to date
• Solid PowerPoint skills for producing clean, professional slides and Excel skills for data handling and basic analysis
• Foundational understanding of finance and private markets, ideally with prior exposure to alternatives, private equity, or secondaries
• Strong written and verbal communication skills in English (additionallanguages a plus), with the ability to summarize information clearly
• Comfort with digital tools and databases (eg.CRM systems, data rooms, MS365)

Our offer

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