Internship Swiss Institutional Clients (6 months)

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

About the Team

The Swiss Institutional Clients team at Rothschild & Co Bank AG is responsible for managing relationships with Swiss institutional investors (pension funds, foundations, insurances,..) and promoting the firm's investment services & solutions. We are looking for a motivated intern to join our team in Geneva.

Responsibilities

• Prepare portfolio analytics, performance reporting, and investment presentations for institutional clients (pension funds, foundations, insurers), using Excel, Avaloq, and PowerPoint, with a strong focus on accuracy, consistency, and clarity
• Contribute to business development initiatives, including prospect identification, institutional mapping, consultant coverage, pitchbook preparation, and systematic follow-up of commercial opportunities
• Support client interactions, including pre-meeting preparation, agenda structuring, meeting summaries, and drafting of follow-up communications, with progressive exposure to calls and meetings based on performance
• Maintain high-quality CRM data, ensuring accurate tracking of prospects, client interactions, and commercial pipelines
• Execute KYC, onboarding, and compliance processes for new and existing clients, ensuring precision, timeliness, and full compliance with internal requirements
• Develop a comprehensive understanding of Rothschild & Co’s investment offering, including all liquid asset management strategies (equities, fixed income, credit, multi-asset, structured solutions, and alternative liquid strategies) as well as private markets strategies, with the ability to translate these into clear written and presentation materials

Education

• Master's degree in Finance, Business, Economics, Hospitality (EHL), or related field
• CFA/CAIA path is a plus, with strong preference for candidates already enrolled

Experience, Skills and Competencies Required

• Strong interest in institutional asset management, investments, and capital markets
• Proven analytical rigor and ability to synthesize complex investment information clearly
• Excellent command of Excel and PowerPoint in a professional investment context
• Familiarity with CRM tools or financial platforms is a plus
• Highly detail-oriented, structured, and reliable
• Strong execution mindset, able to prioritize, meet deadlines, and work efficiently
• Proactive, intellectually curious, and comfortable taking ownership of tasks
• Fluent written and spoken French and English; Swiss German / German is a strong plus

What We Expect in the First 3 Months

• Become fully operational on internal tools and processes (CRM, reporting systems, compliance workflows)
• Produce client and investment materials that meet institutional-quality standards
• Demonstrate strong execution discipline: reliability, prioritization, and attention to detail
• Take ownership of recurring tasks and proactively suggest process improvements
• Begin contributing meaningfully to business development through prospect research and pitch support

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.