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 with institutional clients (e.g., pension funds, insurance companies, foundations) and intermediaries (e.g., private banks and other distribution partners) to build long-term relationships and support their investment needs across Schroders’ capabilities in public 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 daily client flow management and trading activities by 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)
Support RFP / DDQ processes 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
Support client events and engagement activities (planning, logistics, materials, follow-up)
Assist with reporting and documentation, helping to maintain accurate internal records and management reporting
Use Salesforce and other internal tools to 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
What we offer
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.
Schroders & Co., Inc.
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as...
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