Working Student - Client Portfolio Manager Team (60%-100%)

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

What would your role be?

Do you want to join Vontobel’s Fixed Income Boutique, a fast-growing business managing over USD 30 billion in assets, and gain hands‑on experience at the intersection of investments, client engagement, and business development. Working closely with Client Portfolio Managers, you will analyze investment and client data, support reporting and marketing initiatives, contribute to process automation, and help deliver high-quality client communications while collaborating with global stakeholders across the business.

Support strategic Fixed Income client portfolio management activities through reporting, data analysis and the preparation of client-facing materials. Contribute to the enhancement and automation of reporting and presentation processes, helping to improve efficiency and the quality of deliverables used across the business. Gain hands‑on experience in transforming and analyzing investment, fund and client data, translating complex information into clear and meaningful insights. Take ownership of the coordination and execution of recurring team initiatives, including the monthly Harvest Product call and related stakeholder engagement. Collaborate with global teams to enhance presentation content and reporting materials, supporting the continuous evolution of marketing and client communication tools. Assist with client servicing and business development activities, including responding to information requests, preparing fund-related materials and supporting RFP submissions.

Work closely with Client Portfolio Managers on day-to-day initiatives, including Salesforce-based client engagement analysis and preparation for management and client discussions.

What are we looking for?

• Student (university or FH) in economics or finance-related discipline
• Experience in working in a data management and/or controlling role and interest in the asset management sector
• Entrepreneurial mind with problem solving skills and a willingness to challenge the status quo
• Structured personality with the ability to work on multiple tasks and to effectively communicate with internal and external stakeholders
• Proficient in MS Office, with strong skills in Excel and PowerPoint; Bloomberg and programming/scripting languages (VBA or Matlab) are a plus
• Equipped with graphic skills to improve product presentations
• Familiar with AI tools and techniques to improve efficiency (messaging, content etc.)
• Fluent in English and German; Italian, Spanish and/or French is a plus

What do we offer?

• Top Zurich location with collaboration spaces and free lunch
• Friendly, diverse team in an open‑office space
• All the latest technology to help you excel and advance
• Agile environment in how we think, the way we work and our trust for each other
• Flat hierarchy with collaboration at all levels
• Campus feeling and a collaborative spirit

We are looking for talented people, not just a CV that ticks all the boxes. At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich. We are both majority family‑owned and publicly listed. Our capacity for long‑term focus, on topics such as sustainability, is underpinned by the security of the family’s 100‑year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.

Private Clients Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks. Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi‑boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading‑edge solutions for both institutional and private clients. Vontobel Career Page